Outsourced compliance, operations, treasury & growth teams for regulated fintechs in the UK, EU, US and Canada

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Tele Sales & Retention

Lead generation that fills your pipeline with qualified fintech prospects

We research prospects, run outreach by phone, email and LinkedIn, qualify interest and book meetings for your sales team, for both business and consumer offerings.

At a glance

Ideal customer profile

List building

Multi-channel outreach

Lead qualification

Supporting fintechs in the UK, EU, US and Canada

Overview

Quality leads, not just more leads

Unqualified leads waste sales time. For fintechs selling business accounts, merchant services, payout APIs or corporate FX, the right prospect has the right volumes, markets and need. For consumer products, the right lead is in your target corridors and ready to act.

Hilix defines your ideal customer profile with you, builds targeted lists, runs multi-channel outreach and qualifies each lead against agreed criteria. Your sales team receives qualified opportunities with notes, not a spreadsheet of cold names.

What’s included

Everything included in B2B & B2C Lead Generation

Ideal customer profile

Target segments, firmographics and qualification criteria defined.

List building

Researched prospect lists from lawful, relevant sources.

Multi-channel outreach

Phone, email and LinkedIn sequences.

Lead qualification

Needs, volumes, timelines and decision makers confirmed.

Appointment setting

Meetings booked directly into your team’s calendars.

Pipeline reporting

Leads, meetings and opportunities reported weekly.

Who this is for

  • B2B payment and FX platforms
  • PSPs seeking merchants
  • Remittance firms building agent or partner networks
  • Consumer fintechs targeting specific communities

What you receive

  • Ideal customer profile and target lists
  • Outreach sequences and scripts
  • Qualified leads with notes
  • Booked meetings
  • Weekly pipeline report

How we work

How we build your sales and retention engine

Define

Target segments, offers, goals, compliance rules and success metrics agreed.

Script and train

Compliant scripts, objection handling and product training prepared.

Call and convert

Agents work lists and leads in your CRM with full call logging.

Measure and refine

Conversion data used to refine segments, offers and scripts weekly.

FAQ

B2B & B2C Lead Generation: common questions

Where do prospect lists come from?

From lawful sources such as public business registers, professional networks and data providers, respecting data protection rules.

Can you target specific diaspora communities?

Yes. For consumer remittance, we can combine community outreach, partnerships and campaigns aimed at specific corridors.

How many leads can we expect?

It depends on market and offer. We agree realistic targets after a short pilot.

Keep exploring

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Free 30-minute consultation

Tell us where it hurts. We will show you how a seasoned fintech team fixes it.

Compliance backlog, a regulator letter, a new corridor, stalled growth or a support queue that will not shrink. Share it with us and get a clear scope, timeline and proposal within 48 hours.