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Lead Generation for Banking, Financial Services, & Insurance (BFSI)

Outsource Lead Generation for Banking, Financial Services, and Insurance Industry (BFSI)

Get valued return on investments with quality leads by partnering with Outsource2india's lead generation services at affordable prices

Are your BFSI lead generation efforts misaligned with CTQ (Critical-to-Quality) benchmarks, resulting in suboptimal returns despite high marketing spend? Is your firm spending a lot on marketing but there are no significant returns? Then, it is best for your financial organization to outsource lead generation services. Outsourcing to an experienced service provider will not only help your firm to gain quality leads but also help in lowering your operational costs.

Outsource2india is one such service provider who can be your one-stop-shop for all your lead generation needs. Our lead generation team operates under standardized workflows and Define, Measure, Analyze, Improve, and Contril (DMAIC) lifecycle governance to ensure each lead meets Voice of the Customer (VoC)-to-CTQ conversion criteria.

BFSI Lead Generation Services We Offer

Having been catering to the BFSI industry clients for over 25+ years now, we have gained enough experience to understand their needs quickly. Some of the key services we offer our clients include -

  1. B2B Lead Generation for BFSI Clients

    B2B Lead Generation for BFSI Clients

    We understand the importance of building a network in an industry and know how difficult it is especially when you are new in the industry. We deliver CTQ-qualified B2B leads through statistical root cause analysis and VoC alignment, helping you boost revenue while establishing industry relationships via validated lead pathways.

  2. Cold Calling for BFSI Clients

    Cold Calling for BFSI Clients

    If you are an upcoming organization in your domain and have a list of contacts who can be your potential future clients, then you can opt for our effective cold calling services. Our team has worked with several clients from the BFSI industry and provided them with quality cold calling services. Our cold calling workflows follow DMAIC process controls and Poka-Yoke mechanisms, enabling high conversion consistency and reducing error-prone handoffs.

  3. Appointment Setting for BFSI Clients

    Appointment Setting for BFSI Clients

    We use standardized appointment-setting scripts validated through control-phase metrics to engage key stakeholders and decision-makers across BFSI enterprises. In a similar appointment optimization project, we achieved a 45.28% client retention improvement through a standardized handoff model. Our excellent appointment setting services has a team of experts with great communication and convincing skills which will help you in gaining appointments with key decision makers of large organizations.

Call Center Software We Use

HubSpot Bitrix24 Talkdesk Five9 Zendesk Dixa salesforce LiveAgent Avaya

Lead Generation Process We Follow for BFSI Clients

Being a leading lead generation services company for BFSI clients, we believe in providing our clients with the best quality services within a quick turnaround time. This is only possible when we leverage a streamlined process while delivering services. The key steps involved in our process are listed here -

 

01. Analysis

In the first step, we analyze the client requirements and understand the business niche they are operating into

 

02. Planning

Once we understand the client requirements, we devise a project plan for our lead generation plan and put a strategy in place

 

03. Lead Generation

Once the plan is ready, we execute the strategy and generate leads depending on the client's requirements

 

04. Delivery

Post-qualification follow-up is conducted using SOP-driven validation steps to ensure only CTQ-compliant leads are delivered, eliminating unqualified entries. Our documentation workflow redesign reduced error rates by 30%, following a Lean Six Sigma control phase implementation.

Other Services you can benefit from

Our Call Center Portfolio

Why Choose O2I for Lead Generation for BFSI Industry?

Outsourcing from our lead generation services company to generate leads for banking, financial services, and insurance industry clients to us can help you gain a series of benefits. Some of the key reasons for you to choose us include -

  • Affordable Pricing

    Working with us for lead generation is highly cost-effective. We provide our clients with highly flexible pricing packages which will suit their business objectives perfectly.

  • High-quality Leads

    We are an ISO certified organization and you can rest assured that the leads we deliver are of the best quality and will convert to high-paying clients in the future.

  • Best Infrastructure

    We have access to the best infrastructure in terms of international-standard office spaces and the latest lead generation tools and technologies.

  • Information Security

    As an ISMS (ISO/IEC 27001:2022) certified provider, our data security protocols are embedded within Lean Six Sigma control measures to eliminate compliance deviations.

  • Experienced Lead Generation Team

    We have a team of highly experienced lead generating experts who have great communication and convincing skills.

  • Quick Turnaround Time

    We have several project delivery centers spread in different time zones of the world. This allows us to deliver lead generation services within a quick time without compromising on the quality.

  • Single Point of Contact

    Each client engagement is managed by a Lean-certified SPOC who oversees CTQ governance, monitors performance, and streamlines escalation pathways.

  • 24/7 Availability

    Our sales teams and project managers are always available to address any kind of issues and address your concerns 24/7.

  • Ease of Scalability

    We have the required bandwidth and resources to easily scale up the lead generation service requirement as and when the client requires it.

Client Success Stories

O2I Provided Telemarketing Lead Generation for a Financial Firm

Telemarketing Lead Generation for a Financial Firm

A leading financial firm was looking for an efficient telemarketing lead generation service provider. Our team provided them with the best-quality services.

Read the Case Study
O2I Provided B2B Lead Generation Services for a European Client

B2B Lead Generation Services for a European Client

A leading European research and manufacturing firm was looking for a efficient B2B lead generation service provider. Our team delivered cost-effective services to the client.

Read the Case Study

Outsource Lead Generation for Banking, Financial and Insurance Industry to Outsource2india

Customer Testimonials

I am proud to personally recommend the services of Outsource2india Solutions to organization seeking a top-notch partner who can quickly and efficiently, deploy effective outbound communication campaigns.

Operations Specialist,
Scientific Innovations Company based in Korea
More Testimonials »

Outsource2india has been a pioneer in providing clients with lead generation for the BFSI industry clients in India and a host of other call center services to its clients around the world. Our call center team comprises some of the most talented and skilled executives who can deliver quality leads for your business in a quick time. Having been catering to the industry clients for over 27 years, we exactly understand the client requirements and provide the services accordingly.

If you have decided on outsourcing BFSI lead generation services to India and are looking for a reliable, cost-effective, and efficient lead generation for BFSI industry service provider, then you have come to the right place. Get in touch with us today!

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