Lead Generation for financial services

Your next lead-generation partner for the financial services industry

The key to lead generation for the financial services sector is direct engagement. Direct engagement is what we do best. But how can you be certain that your lead generation partner will be making the most of engagement opportunities?

Start by finding one who understands your sector and your products.

Experienced lead gen experts in the financial sector

Financial institutions offer products that can be complex, and where there are often high stakes for the client. For this reason, it can take a long time, a lot of effort and careful consideration to cultivate a prospect to the point they are ready to buy from you. Allow us to use our expertise to streamline this process for you.


We understand the importance of timing and the intricacies of the prospecting cycle for the financial sector. Needs are often time-specific, and conversion is dependent on trust. We are also fully aware of all the legislative restrictions and directions under the FCA handbook surrounding promotional activity for financial institutions.

What we can do for you

A multi-channel approach to lead generation for financial services

If you’re looking for fantastic ROI on your outbound marketing strategy, and full FCA compliance, you need a business development partner who can assure you of their credentials. Our prospecting, lead generation and nurturing services mean we act as part of your business, not a separate entity.


B2B Telemarketing

B2B Appointment Setting

Account Based Marketing

smartlead marketing B2b telemarketiing, b2b appointment setting and account based marketing services

Integrated Lead Generation

Email Marketing

Account Profiling & Contact Lists

Smartlead Marketing integrated lead generation, email marketing and contact list building services

Content Writing Services

Social Media Management

Direct Marketing Data

Smartlead Marketing content writing, social media management and GDPR Compliant Direct Marketing Data Services

“I received a cold call from Smartlead Marketing, who were promoting their offering for B2B, research-driven, lead generation and telemarketing services. At the time we were using another company for this service but on a pay-per-appointment basis and so saw no reason to consider changing. However, Smartlead made a valid point in that if we were paying for appointments only, then what was happening with the intelligence that was being captured from the other conversations that were being held but did not result in immediate appointments? They explained that this was effectively future pipeline for us that required nurturing and next actions that needed to be followed up.

Smartlead explained that for a slightly higher investment, they would engage with us on a trial campaign to generate appointments as well as nurture leads that would not only help to keep our pipeline actively energised but would provide us with much more quality and valuable insight as a whole.

We agreed on a 20-day trial campaign with Smartlead, initially around our MiFID ii offering and we were suitably impressed with the results that were generated. The appointments were high quality and well-reported by their knowledgeable team.

We have since converted some sizeable pieces of business as a result of our activity with Smartlead and we are continuing to work closely in partnership with them to help achieve our new business goals.”

Dunstan Thomas Group

About us

Are you tired of outdated lead generation and B2B telemarketing methods? Us too. Discover how and why SLM is changing the game.

"36% of financial services marketers cite email marketing and outbound calling as the marketing activities with the greatest impact on revenue."


“B2B marketers say their greatest barriers to lead generation are lack of resources in staffing and/or time.”

B2B Technology Marketing Community

"93% of marketers find telemarketing either effective or very effective."

B2B Marketing Magazine

"56% of consumers say it increases their trust in a brand when they speak to someone on the phone."


"B2B telemarketing delivers £11 of revenue for every £1 spent."


"Outsourced B2B lead generation gives 43% better results than in-house lead generation."


"34% of salespeople say prospecting and lead qualification are their biggest challenges."


"It takes an average of 18 calls to connect with a prospect."


Our financial services experience...

  • Accountancy
  •  Pensions
  • R&D tax
  • Actuarial consulting
  • Insurance
  • Foreign Exchange
  • Solvency II compliance
  • MiFid II compliance
  • Property & consultancy
  • Fund development/distribution
  • Stocks, shares, and investments
  • Financial planning and wealth management
  • Corporate financial advice
  • Commercial lending

Are you ready to find out how we can transform your financial services lead gen approach, and give you access to new opportunities?