What makes Martal one of the top financial services lead generation companies?

We specialize in combining AI technology with a trained outbound sales team. Our approach focuses on identifying your ideal buyers and delivering qualified meetings that convert into real opportunities.

Do you offer lead generation for financial firms of all sizes?

We work with enterprise institutions, mid-market firms, and fast-growing financial startups. Whether you need fractional support or enterprise-level solutions, we are here to help reach your goals.

How quickly can I expect results?

We launch within two weeks of onboarding. Most clients see their first qualified meetings booked within the first few weeks of campaign launch.

Is Martal’s process compliant with financial industry regulations?

We follow all applicable outreach and data protection regulations in the U.S. and globally. We also tailor messaging to reflect industry language and standards.

Financial Lead Generation Services

Capture More High-Quality Financial Leads, More Often

We’ll help you grow your revenue by securing meetings with qualified decision-makers in the financial industry.

Book Your Free Consultation

Use case

Why Lead Generation For Financial Firms Is Challenging

B2B buyers are difficult to reach and slow to make decisions in the finance industry. Most evaluate new solutions quietly, behind layers of compliance and procurement, making it easy to chase the wrong accounts while real opportunities go unnoticed.

The challenge isn’t just timing; it’s knowing which organizations match your ideal profile,

who the true stakeholders are, and how to start meaningful conversations in a cautious, highly selective industry.

Martal combines strong data, precise targeting, and buying indicators to reach the right decision-makers at the right moment for your sales team.

We Support B2B Lead Gen for Companies Across the Financial Services Ecosystem:

Commercial Banking Solutions
Wealth Management Platforms
Fintech Products
Investment Technology
Credit Union Service Providers

Insurance Technology (InsurTech)
Mortgage Technology & Lending Platforms
Accounting & Tax Software
Financial SaaS Providers
Payment & Transaction Processing Solutions

Trusted Worldwide by Companies in the Financial Industry:

Why We Are #1 in Lead Generation for Financial Firms

Find Buyers Already in the Market

We use 10M+ intent signals and a 220M+ verified contact database to source financial services leads who are actively researching providers like you.

Work With Seasoned B2B Sales Experts

Our team averages 3–5 years of outbound experience and deep knowledge of lead generation in complex industries. We speak your client’s language and know how to move deals forward.

Optimize Outreach With AI SDR

Our AI SDR platform learns from campaign performance and updates messaging in real time, so outreach gets smarter every week.

Why Clients Choose Our Financial Lead Generation Services

I’ve worked with other providers before, and Martal Group understands what we do much better. The other teams we worked with weren’t nearly as experienced. The Martal Group listens more. They don’t go through the motions or work automatically. They come up with their own suggestions in how to target the right audience. They’re the most proactive team I’ve worked with.

Sharon Langer

Marketing Director, Jedox

“

Read the full review on Clutch

How We Generate Financial Services Leads

We launch within 2 weeks. You get a ready-to-scale outbound engine built to deliver.

01

Define Your Strategy

We craft a tailored outreach plan using market research and AI insights. You get a clear playbook aligned to your goals.

02

Pinpoint High-Intent Prospects

We identify decision-makers using intent data and real-time behavior, then build lead lists that refresh weekly.

03

Launch Multichannel Campaigns

Your campaigns go live in 2 weeks via email, phone, and LinkedIn, each customized by industry and role.

04

Optimize With AI + Human Oversight

The AI SDR tests variants, optimizes messaging, and tracks performance. Our team monitors every step to keep quality high.

05

Qualify and Book Meetings

We handle outreach and follow-ups. You get vetted leads and booked calls with financial decision-makers.

Let’s Add More Financial Leads to Your Pipeline

Your success is our priority. Let our team generate the leads you need to scale your sales.

Get Your Free Consultation Today

FAQs: Financial Services Lead Generation

2

How do you generate financial services leads?

We use a 220M+ contact database enriched with 10M+ intent signals to find prospects who match your ideal client profiles and are searching for solutions. Campaigns are tailored by role, firm size, and service need, and optimized continuously for performance.