Fintech Client

Our client’s platform boasts quick money transfers, typically taking about a business day, with pricing usually below 1%. 

The objective of their engagement with Leadle Consulting was to set up a process for lead generation that will lay a strong foundation for their overall growth strategy for 2024.

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Despite their fantastically built platform, being a new entrant, they found it challenging to convert prospects into clients 

• The main challenge was the need to build awareness and trust among businesses that were accustomed to established payment platforms. 

• Although their payment platform offered significantly lower fees and greater ease of access, they struggled to penetrate the market and reach potential clients.

Great platform, greater convenience. The only two things missing from their business jigsaw were structure and strategy. An effective outreach structure and a surefire leadgen strategy. 

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Value propositions: 

Our SDRs dispelled all fears associated with high-risk transactions and built trust by highlighting the following value propositions: 

• letting the customers know that our client offers a guarantee that users can “see” the funds credited to their account, within an hour of initiating payment, and get the actual credit within the next business day.    

• by emphasizing that our client’s robust platform can receive all cross border payments in all major international currencies – US Dollars, Euro – with no limit (>$10,000) on a single invoice’s value.

We understood that for their platform to have the desired Product Market Fit, they need a solid and sustainable leadgen strategy that churns out potential clients every month. 

We built a strong outreach process from the ground up - and here’s what’s worked for us: 

• We set up a 3 channel campaign on Email, LinkedIn and Cold Calling. Based on our interactions with prospects, we tweaked our outreach and positioning. 

• Conducted in-depth market research to identify key businesses and independent professionals most likely to benefit from our client’s solutions and created a detailed list of such high-potential prospects. 

• Provided case studies and success stories from early adopters of their platform to build credibility and trust in potential clients. 

• Leveraged data analytics to optimize the timing and frequency of follow-ups, improving the chances of converting prospects into clients.

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Outcomes:

• We helped our client successfully onboard 33 clients within just 120 days, significantly accelerating their market penetration.

• The focused appointment setting strategy not only increased their client base but also enhanced trust within their target markets, achieving a client to meeting ratio of 70%.

• We set out to achieve 16-24 discovery meetings by reaching out to a maximum of 3000 prospects from 1000 accounts in the pilot period. Our team ended up achieving 23 fulfilled meetings. (35 meetings till date)

As a pipeline and revenue growth expert, backed by market understanding and a robust tech stack, we help clients overcome the initial challenges of market penetration, client acquisition, and building trust.