Lead Generation for financial 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.”