Financial Services

We’ve got years of experience in financial advice leads services and using digital marketing campaigns to attract consumers in the market for financial services products and advice, and our consumer brands are trusted by millions online.

Our people and our proprietary technology enable us to create cohesive IFA lead generation strategies that maximise growth and ROI for our partner businesses. We offer a range of products designed to provide our financial advice partners with quality introductions to the clients most relevant to their business.

By joining our network of financial services partners, you’ll be in great company – here are a few of the businesses who buy IFA leads from us that we’ve helped to grow.

Self Employed Independent Advisor

An injection of new clients for investments and pension related recurring income.

We connect the advisor with an agreed monthly number of financial advisor leads that match the required profile and are within a defined postcode area. Results are shared and analysed monthly, then benchmarked across the Lead Tech network to ensure the advisor is getting the most from their investment.

In the first 6 months we generated the advisor £22,000 additional income from their initial spend of £5,000.

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Converted
to business

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Still in
pipeline

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Investment or
portfolio related

0%Return on investment

Growing Regional Firm

This firm wants to attract new, dynamic advisors who are ambitious and wish to grow their client base.

The firm receives IFA leads centrally from Lead Tech, and distributes them to advisors to make contact with the consumer.

Details of progress and results are stored in the company CRM. ROI is measured constantly to produce consistent, forecastable income into the business, and allow management to assess variation in advisor performance.

A high ROI and 5 figure revenue has allowed the business to accelerate its growth plans.

£0

0%Return on investment

National IFA Firm

Focus on rapidly increasing funds under management.

Working closely with Lead Tech on contact rate best-practice and performance measurement, this firm has a team of financial advisors contacting incoming leads sent from Lead Tech’s bespoke distribution software directly into their own CRM system.

Enquiries are qualified in-house and dealt with on a non-advised basis, or an appointment is booked so an advisor can progress the query.

In the space of 4 months, our financial advisor leads have generated the firm a pipeline in excess of £15m.

Average Fund Value of a client met face-to-face £0

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