Success Stories / Moneyinfo

Moneyinfo

This fintech firm gained a consistent flow of high-quality leads, engaging ideal prospects and driving significant business growth. This enhanced their sales pipeline, streamlined processes, and delivered outstanding ROI.

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Success metrics

Lead generation

Lead generation

Over 500 high-quality leads delivered

Lead generation

Cost efficiency

Achieved a cost per lead of under £40

Lead generation

Targeted outreach

Replaced labour-intensive cold calling with targeted, optimised email campaigns

Lead generation

Expansion

Enabled Moneyinfo to hire additional staff, supporting business growth

The ROI from the Sopro campaigns were so effective that it gave us confidence as a business to take on an additional member of staff. Our sales team rock up to the office, open their inbox, and there are leads in there, ready to go.

Oliver Jenkins | Head of Marketing

Company

Moneyinfo is a fintech firm specialising in mobile apps and client portals, empowering wealth managers with seamless communication solutions

Website

https://www.moneyinfo.com/

Industry

Fintech

Founded

1998

Size

11-50 employees

Partnering with sopro since

2021

Challenge

Moneyinfo had traditionally relied on Sales Development Representatives cold-calling prospects, a time-consuming and often unrewarding method. The approach proved labour-intensive and didn’t resonate well with either the team or the recipients, making it challenging to maintain momentum.

Seeking a more efficient and effective solution, Moneyinfo needed a modern, less intrusive, and better targeted way to engage with prospects. Recognising the potential of a refined outreach strategy, they turned to Sopro to deliver results and align with their business development goals.

Nobody really likes doing that these days. The recipients don’t particularly like it either. We found the Sopro approach is much less intrusive: a much more modern way of engaging with prospects, much more targeted, and we’re certainly seeing results.

Sim Sangha | Business Development Director at Moneyinfo

Solution

Sopro partnered with Moneyinfo to define their ideal clients and build a live, dynamic list of prospects. Using targeted email outreach, Sopro initiated meaningful sales conversations with these high-potential leads. The collaboration included regular review meetings to refine each campaign, focusing on optimising targeting, evaluating email template performance, and analysing conversion rates.

The combination of Sopro’s expertise and technology provided Moneyinfo with an effective, data-driven approach to engage their audience and drive results.

With the input from the team, as well as the access to the technology, it’s a great win for everyone concerned.

Oliver Jenkins | Head of Marketing at Moneyinfo

Impact

Sopro had delivered over 500 leads for Moneyinfo, achieving a cost per lead of under £40 and an impressive 7% lead rate. This consistent stream of high-quality leads enabled Moneyinfo’s sales team to focus on closing deals, with ready-to-go opportunities arriving directly in their inboxes.

The success of the Sopro campaigns provided Moneyinfo with the confidence to expand their team, hiring additional staff to manage the increased business opportunities. With targeted outreach and effective optimisation, Sopro’s partnership has been instrumental in driving sustainable growth for Moneyinfo.

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