Your Financial Services lead generation agency
Unlock new business growth and win more clients than ever before. All with high-impact prospecting for financial services from Sopro.
We’re not just talking about lukewarm leads; we’re driving real revenue for the long haul by enabling profitable partnerships from day one.
We know your audience, where to reach them and what to say.
A broad qualified market might be common in Financial Services, but success relies on precision, not just volume. We once supported an insurance firm that claimed it could serve any business in the UK—any size, any sector! However, in large markets, success means pinpointing prospects most likely to buy—those most aligned with your ideal customer profile.
Our approach combines your insight into preferred geographies and business types with our expertise in identifying key decision-makers. We recommend focusing on senior financial roles and founder-level executives who often exclusively handle high-value financial relationships. These individuals are responsive and often quick decision-makers.
For our current Financial Services clients, we frequently engage profiles such as CFO, FD, Head of Finance, Head of Risk Management, Financial Controller, CEO, MD, Founder, and Owner.
Senior profiles can be harder to reach, but precise targeting boosts message relevance. We craft one-to-one messages that address each recipient's unique challenges and opportunities, positioning your solution as the timely, perfect answer.
Power your pipeline
One of my clients in the financial services industry has seen outstanding results with Sopro. Since 2015, we’ve generated over 767 leads for them, with a cost per lead averaging £100. In 2024 alone, they secured a £50K per annum deal from Sopro activity. Additionally, our dataset and expertise enabled them to explore and develop industries previously uncharted. Sopro continues to be their primary and most reliable lead source.
Financial services prospecting that really performs
Sopro delivers results-driven prospecting solutions tailored specifically for financial services. Here’s how we ensure your success:
Targeted campaign design
We craft personalised messaging that resonates with your audience, ensuring each financial services campaign reflects your unique value proposition. Precision targeting to supercharge growth.
Engagement across multiple channels
We work where your target audience does. Our approach spans multiple platforms – email, LinkedIn, and beyond – to ensure your message reaches the right people at the right time.
Data-led decision making
Using advanced data analytics from over 160 unique sources, we identify and engage the prospects who are most likely to convert, optimising the efficiency of your outreach.
Always-on optimisation
We continuously monitor and refine your campaigns, making adjustments as needed to keep performance at its peak.Supercharging your ROI at every opportunity.
Seamless support
Seamless support From onboarding to optimisation and beyond, our team works closely with you to ensure every aspect of your campaign is a success.
From investment firms to niche lenders, we’ve partnered with over 140 clients in the Financial Services space. Our experience in this sector means we know how to engage decision-makers with the precision they expect.
Industry expertise and insights
To reap the rewards of prospecting in the financial services sector, you need an expert who understands your industry’s nuances. Our award-winning multi-channel prospecting services exceed expectations and deliver standout results from the word go.
Success stories from businesses like yours
Don’t just take our word for it – see how we’ve helped financial services firms just like yours achieve their growth targets and then some.
From wealth management companies securing top-tier clients to insurance providers expanding their market reach, our success stories highlight the transformative power of targeted prospecting.
“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.”
“It’s really opened the door to some significant companies we’d previously struggled to reach… The ROI from the Sopro campaign has been very, very positive.”
Sopro for financial services
Sopro’s suite of services covers all bases. We tailor everything to meet the unique needs of financial service providers and advisors, ensuring your business stands out in a crowded market.
With the Sopro team by your side, you have access to…
Why choose Sopro?
In the financial services industry, choosing the right prospecting partner is crucial for sustainable growth in line with your business targets. Sopro is the go-to choice for:
Regulatory
compliance
We understand the strict regulatory frameworks governing financial communications, ensuring all outreach is fully compliant and risk-free.
Data-driven
precision
We don’t leave anything to chance. With our world-class lead generation data, we pinpoint high-value financial services prospects with unmatched accuracy.
Tailored strategies
We build financial services lead gen campaigns around your business objectives, delivering solutions that align perfectly with your goals and drive the measurable results you need to see.
Proven,
predictable results
We help countless financial services firms grow their client base and increase revenue through targeted prospecting. In a matter of weeks, we'll deliver a reliable stream of high-quality leads straight into your sales pipeline.
Full-service support
We offer a comprehensive service that helps you every step of the way, from lead generation to appointment setting, with a dedicated account manager providing regular campaign updates and optimisations.
Ideas from our experts to yours
Get the latest news and valuable insights.
Whether you want to be in the know about demand generation or clued up on all things cold email, our experts impart their wisdom and experience on our resources hub. Visit it to find the latest trends, strategies, and sector-specific recommendations.
Transform your growth with a full tech stack
Sopro complements your existing campaigns with easy audience exclusions and effortless integrations. Synchronise your financial services prospecting with your website and CRM for full-funnel success.
This is reporting done right
With Sopro as your strategic growth partner, you get full access to a personalised Client Portal whenever and wherever you want. Log in to view a wealth of live campaign insights and performance reports to keep track of our progress.
- Approve messaging and easily exclude specific accounts or segments for targeted engagement.
- Access all audience interactions. Gain insights and feedback around prospects, buyer intent, your ideal customer profile, and content performance.
- View campaign results and ROI whilst we proactively suggest improvements to your financial services lead gen strategy.
