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 -
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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.
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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.
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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









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
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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 -
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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.
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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.
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Best Infrastructure
We have access to the best infrastructure in terms of international-standard office spaces and the latest lead generation tools and technologies.
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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.
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Experienced Lead Generation Team
We have a team of highly experienced lead generating experts who have great communication and convincing skills.
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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.
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Single Point of Contact
Each client engagement is managed by a Lean-certified SPOC who oversees CTQ governance, monitors performance, and streamlines escalation pathways.
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24/7 Availability
Our sales teams and project managers are always available to address any kind of issues and address your concerns 24/7.
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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

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
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 StudyOutsource 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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Services
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O2I delivered exceptional appointment setting services for a leading US-based franchisee consultant resulting to boost online contacts and conversions
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Outsource2india Delivered CCTV Surveillance Services to an Aluminum Recycling Company in the US
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Outsource2india Delivered Virtual Assistant Services to an Autism Therapy Provider
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Outsource2india’s Effective Lead Generation Services Created Tremendous Business Impact
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Provided Lead Generation Services to Company in the Medical Insurance Sector
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Outsource2india Assisted a Successful Health Supplement Providing Company with Enhanced Customer Support Solutions
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