How to attract customers in the Finance Industry?
Learn how to successfully attract customers in the Finance Industry
Learn how to successfully attract customers in the Finance Industry
- 226k+
- people in managerial positions that you can reach in the finance industry
- 710k+
- companies operating in the finance industry
- 35+
- campaigns successfully realized in the finance industry
Lead Generation for Financial Services
The financial industry is a dynamic and complex market that plays a key role in the economy and the functioning of society in general. Thanks to the development of technology, the sector is constantly evolving, bringing new financial products and services to the market. Contemporary trends in the industry include the development of blockchain technology, cryptocurrencies, fintech and the growing role of sustainability and responsible investment.
Like any other industry, it also faces challenges in acquiring b2b leads. One of them is the high competition in the market. Due to the large number of players offering various financial services, finding your niche and standing out from the competition is difficult. Additionally, due to the sensitivity of financial data, building trust with potential B2B customers is crucial, but takes time and effort.
That’s why, as InStream Group, we tailor our b2b lead generation strategies to help our clients overcome these challenges. Thanks to the experience we have gained in implementing projects in the financial market, we are able to offer effective and flexible solutions to help our clients increase sales. Our solutions are based on our client’s specific needs and market requirements, which enables us to operate effectively in this sector.
Our experience in generating leads in the financial industry
We are an agency specializing in B2B lead generation through Cold Mailing and Social Selling on the LinkedIn platform. We have already worked with many companies in the financial sector, implementing lead generation campaigns. Our experience reaches more than 1,000 completed campaigns in more than 50 markets worldwide.
During the implementation of the campaigns, we carefully verify the companies according to the specified criteria. In the case of the financial industry, we are primarily guided by the company’s turnover and number of employees, as well as positions (most often Chief Operating Officers, Chief Financial Officers and CEOs), which allows us to create a precise and valuable database of potential B2B customers.
Until now, b2b lead generation campaigns in the financial sector have mainly focused on:
- handling online payments, payment gateways, cryptocurrencies,
- accounting services, financial advisory support,
- tax optimization, accounting for EU funds,
- obtaining EU funds for investment,
- encouraging investment in stock exchanges,
- support in reaching investment funds.
In-depth knowledge of the industry
Staying up to date with trends, legal regulations, and labor market needs to effectively identify potential customers and offer them valuable solutions.
Individual approach
Adapting the service to the customer’s needs, as well as appropriately building sales and marketing messages to potential customers, which will allow you to build a relationship more effectively.
The use of technology
Affects effective data management, communication with customers, and tracking the results of marketing campaigns, which improves the lead generation process. (E.g. the Woodpecker platform for automating cold emails).
Network of contacts
An extensive network of contacts in the HR industry, both with potential clients and candidates, is essential for effective B2B lead generation. It is worth investing in long-term relationships with clients, participating in industry events, and actively engaging in the life of the professional community on Linkedin.
Case Study of Cold Email Campaign for a Financial Company
We acquired 25 Hot Leads
As a result, we acquired 25 people interested in cooperating with our client.
25
Hot Leads for the financial company
Campaign goals met
Working with a financial company offering debt collection support, we focused on reaching CEOs, CFOs, COOs and Debt Collectors working in 10 specified sectors, also taking into account location.
1387
Messages delivered
An action strategy
As part of the campaign, we conducted a needs analysis to better understand the client’s expectations for cooperation. The next step was to precisely define the target and prepare a personalized database of companies, which consisted of carefully selected contacts. We then developed a sequence of personalized Cold Email messages and carried out the mailing. Throughout the project, a dedicated Project Manager coordinated the campaign, making sure the best possible results were achieved.
226
Responses
So, what are these Lead Generation methods?
Cold Email
Allows you to initiate contact with potential customers and create opportunities to establish long-term business relationships. The method involves sending personalized emails to potential customers. Thanks to the analysis and segmentation of appropriate recipients, we can reach people who are interested in the offer. A key element is personalization – adapting the content of the message to the needs and expectations of the recipient and creating an up-to-date database of companies.
LinkedIn Social Selling
It’s an effective way to build your reputation, increase market visibility and acquire B2B leads. This method involves active participation in a social network, direct building of relationships and participation in discussions. By providing valuable content and networking with industry professionals, companies can attract the attention of potential customers.
Increase your sales with successful Lead Generation methods
Wondering how our approach could enhance your business? Write to us and our experts will contact you soon to discuss the potential of our methods for your company.
What questions might a potential customer interested in finance support ask?
During the process of acquiring customers in the financial sector, questions often arise about the services offered. They may be asked while the Cold Email campaign is in progress or during an arranged conversation. It is a good idea to answer them honestly and accurately so that potential customers have a full understanding of your services.
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What specific financial services do you offer?
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What benefits can I get from working with your company?
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Are you able to offer solutions tailored to the specifics of my business?
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What are the costs of your services and what are the payment terms?
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Do you have experience in my industry?
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What are your credentials and past successes in providing financial services?
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What tools and systems do you use in your work?
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What is your approach to working with clients?
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What are the terms of the contract and how long does a typical contract last?
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What documents and information will be required of me as part of the cooperation?
How to handle hot leads from Cold Email campaigns in the financial industry?
In order to fully maximize the potential of a Cold Email campaign, it is also necessary to take care of effective lead processing. In this case, you can use an outsourced so-called pre-salesman or appoint an internally dedicated salesman to handle leads from Cold Email campaigns.
What is worth keeping in mind when handling a Hot Lead?
First and foremost, it is important to respond quickly to their needs. The longer we delay responding, the more likely the customer will decide to go to a competitor. A good practice is to arrange a short phone call or meeting with the customer to discuss the details of the offer.
During the conversation, ask questions aimed at understanding the customer’s needs and expectations. It is important not only to present your solutions, but also to listen and adapt them to the customer’s individual needs.
Once the conversation is over, it’s a good idea to send a confirmation of the meeting or further information about the offer. It is also important to remember to contact the customer regularly to maintain a positive business relationship with them.
Meet our clients from the finance industry
Frequently Asked Questions
Tak, Cold Mailing jest legalny, jeśli jest wykonywany zgodnie z przepisami dotyczącymi ochrony danych osobowych (RODO) i UŚUDE. Realizując kampanie w InStream Group możesz być pewny, że działania są realizowane w 100% zgodnie z prawem.
Koszt leada zależy od wielu czynników, takich jak wybrany rodzaj kampanii, wielkość bazy, grupa docelowa.
Kampania może być skierowana do dowolnego państwa na świecie. Mamy doświadczenie w prowadzeniu kampanii na prawie każdym kontynencie.
Tak, nasze działania zostały zaprojektowane w taki sposób, aby opracować bazę kontaktów zgodną z określonymi kryteriami, tworzącymi grupę osób o najwyższym potencjale sprzedażowym. Cały proces lead generation jest skupiony na jak najszybszym oraz jak najdokładniejszym pozyskaniu Hot Leadów.
Dzięki pozyskanej wiedzy i doświadczeniu, odpowiednim praktykom oraz korzystaniu z odpowiednich narzędzi i technologii zapobiegamy wpadnięciu e-maili do spamu. Dbamy o odpowiednią konfigurację domeny i jej reputacje, rozgrzewamy skrzynki, wysyłamy e-maile w odpowiednich sekwencjach czasowych i omijamy niebezpieczne frazy w tytułach i treściach e-maili.
Podczas każdej współpracy, pierwszym etapem jest przygotowanie odpowiednich fundamentów w postaci analizy potrzeb, oczekiwań itd. Następne etapy zależą od wyboru usługi. Więcej o procesie można dowiedzieć się tutaj: Cold Email i Linkedin Social Selling.
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