How to generate b2b leads for your financial services company

Financial services, once considered a fairly unchanging industry, is experiencing innovation and exponential progress.

From fintech firms starting new challenger banks and payment apps to standard accounting firms hoping to more readily consult with a range of small businesses, finding lasting clients is more important than ever before.

For that reason, you may wish to consider generating leads using this advice:

Email marketing lists.

With the best marketing lists offered by services such as Seagrass Marketers, you will be capable of using email marketing to generate value-added propositions in your marketing copy. With a healthy call to action, such as by showing new firms how important it is to get tax statements completed on time, you’ll be able to convert urgency into onboarding clients.

How to generate b2b leads for your financial services company

In-person events.

Digital marketing is often considered the name of the game for modern lead generation, but financial services often prosper by attending fintech conventions, and networking events. This might involve heading to financial conventions and client-related industry expos, giving out physical marketing material.

Community services.

Like law firms taking on pro bono cases, financial services that aid with community service efforts as a firm of altruism can end up more easily acquiring clients in a given area, generating local word of mouth.

Facebook advertising.

Social media business pages, such as Google but especially Facebook, can allow smaller business firms to follow advertising leads and feel more confident in approaching a larger service for their financial consulting capabilities. Position yourself in that space, and you’re sure to benefit.

With this advice, you’re sure to generate leads for your financial services company.