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Fintech companies · Lead generation

Bring in users who finish KYC and lenders who agree to a pilot.

Lead generation for a fintech company means finding two different people: the consumer or small business owner who will complete onboarding, and the bank or NBFC executive who will sponsor a pilot. GullySales builds the sources, the pages and the tracking for each, and counts funded accounts and pilots instead of raw enquiries.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

A fintech representative demonstrates a payment terminal to a shopkeeper

What lead generation means

Lead generation is the combined work of every channel that brings in a new enquiry, whether from search, adverts, referrals or a stall at an exhibition. GullySales runs these channels together and reports the number of enquiries each one produced, not the activity behind it.

Also for fintech companies

Sales and marketing for fintech companies, the overview.

Last updated 18 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For fintech companies

Where it usually goes wrong, and what we would do.

  • “An install is not a lead until KYC is done”

    A lending or investing app can show a full install count and an empty funnel. The person who downloaded the app out of curiosity and the person who needs money this week look the same on a dashboard until the lead is defined at the first document submitted.

  • “Institutional leads arrive as a committee”

    A bank's innovation lead may reply to the first email, yet the risk head, the CISO and operations decide. A lead record for a lender should list every role met and every role still unknown, not a single contact name.

  • “The ad that hides eligibility fills the wrong funnel”

    When creative promises easy money without stating who can borrow, the app collects applicants who are rejected at the first check. They then write reviews. Stating eligibility in the ad costs clicks and saves the funnel.

What we do

What we deliver for fintech companies.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A written definition of a lead for each audience

    One line for the user funnel and one for the institution funnel, agreed by growth, product and sales.

    Result: Everyone reports the same event as a lead.

  2. Source tagging from first touch to funded account

    Each campaign, store listing and outreach sequence carries a tag that follows the person into the product database.

    Result: Funded accounts can be traced back to a source.

  3. Eligibility-first landing pages

    Pages that state who can borrow or invest, what is needed and who lends, before the form begins.

    Result: The page says who is eligible before the user opens the form.

  4. A lender target list with roles

    A named list of banks and NBFCs with the roles to reach in each and a note written for every role.

    Result: Each target lender has roles listed and reached.

  5. A lead review sheet

    A short sheet where sales and growth mark which sources produced people worth serving.

    Result: Spend is compared by quality of lead, not volume.

How the result is measured

  • Enquiries generated
  • Cost per enquiry
  • Enquiries by source

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full demand and lead generation page

Who it is for

This is written for these fintech companies.

  • Digital lending apps working with an NBFC or bank partner
  • Investment and wealth apps for first-time investors
  • Insurance technology platforms selling policies online
  • Credit score and personal finance apps
  • B2B software for banks, NBFCs and cooperative lenders
  • Business accounts and neobank-style apps run with a partner bank, for startups and small businesses
  • Accounting, billing and expense tools for small businesses with a finance element
  • KYC, collections and risk technology sold to regulated lenders

How it works

How the lead generation work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Understand your capacity

    We agree how many enquiries your sales team can actually handle well, so the system is not built to overwhelm it.

  2. 2

    Audit current sources

    We check what already brings in enquiries today, even informally, before adding anything new.

  3. 3

    Strategise the channel mix

    Content, search and paid channels are chosen based on where your buyers already look.

  4. 4

    Implement capture and follow-up

    Pages, forms and a follow-up process are built and connected end to end.

  5. 5

    Measure and optimise

    We track enquiry volume and quality and adjust the channel mix to match.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Should we pay for installs or for completed KYC?
Where the ad platform allows it, optimise towards the later event. Installs are cheap to buy and expensive to serve. We set up the event tracking first, then recommend the buying method for each platform's current rules.
How do we generate leads for banks without a large sales team?
Pick a short named list, learn the buying committee in each, and write to each role about its own worry. A small, well-informed sequence beats a wide, generic one for institutional software.
What can the lead pages promise?
Nothing about approval, rates or returns unless your partner and compliance head have signed it off. Advertising rules differ by product and regulator, so your compliance head or adviser approves every claim before it goes live.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts, split into our time, your media spend and production.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

More for fintech companies

Everything else we would do for you.

Closest to this: leads and follow-up

Also for fintech companies

Or start from the overview: sales and marketing for fintech companies.

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