- LEAD GENERATION FOR FINANCIAL SERVICES -

LEAD GENERATION FOR FINANCIAL SERVICES

One of the biggest challenges my clients face is generating a steady flow of high-quality inbound leads for financial services. You can no longer rely on traditional methods alone such as referrals, networking events, and trade shows. Now more than ever it is essential to have a digital presence and the capability to attract, nurture and convert financial services leads online.

I specialise in lead generation for financial services firms typically based in London and Kent. Using a data-driven inbound marketing approach, I generate new leads in a way that is both sustainable and scalable.



Why work with me?

lead-generation

Knowledge

With a background in financial services, I understand your business, your products and services, and your target audience

financial-services

Expertise

With years of experience, I’m fluent in digital and inbound marketing and know how to drive lead generation for financial services

financial-lead-generation

Transparency

I'll tell you exactly where your leads have come from, how much each lead cost and how we can maximise your budget to increase ROI

 



What is a financial services lead?

Is it a newsletter subscriber? No.
Is it someone who clicked on your ad and took a look around your website? No.
Is it someone who liked your LinkedIn post? No.

This may seem pretty obvious, although not everybody is on the same page when it comes to defining a lead. Leads must be identifiable by name and email address at the very least. A lead is someone who is genuinely interested in your product or service. Leads for financial services firms are people who:

  • Request a free trial or an information pack
  • Create a free online account
  • Request a call back
  • Request a quote or a proposal
  • Download a particular piece of content such as a guide, an ebook, or a free template
  • Register for your webinar, online course, or event
  • Submit an enquiry
lead-generation-financial-services

Not all leads will be suitable for your company. For example, if you’re looking to generate leads for equity release, you’ll be interested in people who meet specific criteria such as homeowners aged 55 and over with a property worth at least £70,000. If your leads fail to meet that criteria, you’ll waste time, money and effort with zero return on investment.

With this in mind, it’s important to identify what you consider to be qualified lead generation for financial services, then create a strategy that attracts your ideal customers and a process to qualify them.

 



Financial Services Lead Generation

Financial services lead generation requires thorough industry knowledge combined with digital expertise across numerous marketing channels. Generating leads isn’t simply a matter of sharing a few social media posts, it requires an integrated digital infrastructure that supports the entire lead generation process, from the initial interaction to lead capture and beyond.

Some of the key components of a lead generation campaign typically include:

financial-services-lead-generation

  • Ad creative and ad copy
  • Targeting criteria
  • Landing page
  • Lead magnet – what are you going to offer in exchange for contact information?
  • Lead capture – how are you going to capture contact information and where will it go?
  • Automated lead nurturing email workflow

  • Ad creative and ad copy
  • Targeting criteria
  • Landing page
  • Lead magnet – what are you going to offer in exchange for contact information?
  • Lead capture – how are you going to capture contact information and where will it go?
  • Automated lead nurturing email workflow

Whether you’re starting from scratch or looking to expedite your growth strategy, I can build the digital foundations required to create streamlined and automated lead generation workflows.

 



Lead Generation Channels

Paid Google Ads

Organic Google Search

Social Media Campaigns

Online Marketplaces

Affiliate Networks

Content and Email Marketing


 

Lead Nurturing and Conversion

Not only can I generate high-quality inbound leads for financial services, I know how to nurture and convert them into paying customers. Using a proven inbound methodology, I can strategically guide your leads through the buying journey and increase your conversion rate.

For example, when working with a fintech startup, I discovered that they were successfully generating leads but failing to convert them into customers. Their conversion rate of new users to live investors was just 14%. After analysing the pitfalls in their process, I set up a lead nurturing email workflow that I tested and optimised over time. As a result, I increased their conversion rate from 14% to 37% in just 12 months.