How do you keep financial services campaigns inside regulation?
We run demand generation for financial services to stay compliant with industry regulation, and we follow GDPR, CASL and TCPA. You share your own compliance requirements at kickoff, and we write them into the brief.
Can you support cross-sell and upsell, not just new clients?
Yes. Demand generation for financial services covers attracting high-value clients and boosting cross-sell. The brief names which of the two you want.
Which program fits a bank or insurer?
It depends on the outcome. Content syndication brings leads who asked for your content. Appointment generation books meetings. Account-based campaigns work a named list. Intent shows who is researching.
Are the leads for financial services verified?
Yes. Leads are phone-verified. Every lead also gets a 100% audit and a four-step quality drill-down before it ships.
What happens if a lead does not match our brief?
Rejected leads are reviewed for feedback and replaced within 48 hours.
Which privacy rules do you follow?
We follow GDPR, CASL and TCPA.
How do leads reach us?
Leads are delivered into your CRM. Delivery options are real time through an API or webhook, encrypted files, or a shared drive such as Google, Microsoft, Dropbox or Box. You choose at kickoff.
How soon can a program start?
Programs launch within a week of kickoff, with a minimum of 3 days.
Do we pay for leads we reject?
No. You pay for leads you accept. We invoice accepted leads at campaign completion, on the payment terms agreed up front.
