Lead Generation & Demo Bookings
for Financial Software Companies
We build done-for-you paid ad campaigns that generate qualified leads and booked demos for financial software and SaaS companies, targeting advisors, agents, compliance teams, and institutions with messaging that converts.
Both Goals Supported
Primary Platforms
To Campaign Launch
With Fintech Clients
Financial Software Categories We've Campaigned For
CRM & Practice Management
Software for financial advisors to manage client relationships, workflows, and compliance, targeting RIAs, broker-dealers, and independent advisors.
Financial Planning Tools
Retirement planning, tax projection, and financial modeling software sold to advisors, CPAs, and wealth management firms.
Insurance & Annuity Platforms
Quoting, illustration, and case management tools for insurance agents and annuity producers looking to streamline their sales process.
Investment & Portfolio Tools
Portfolio management, rebalancing, and reporting platforms targeting RIAs, family offices, and independent asset managers.
Compliance & RegTech
Compliance monitoring, archiving, and regulatory reporting tools sold to broker-dealers, RIAs, and financial institutions.
Fintech & Consumer Finance
B2B fintech platforms, lending tools, and payment solutions targeting financial institutions, credit unions, and community banks.
Everything Built For You
- Target audience research (advisors, agents, compliance teams, or institutions)
- Facebook, Instagram, LinkedIn, and/or TikTok ad creative
- VSL or demo video script written for your software's specific value proposition
- Landing page and opt-in or calendar booking funnel
- CRM integration and automated follow-up email/SMS sequences
- AI avatar option, prefer to skip the camera? We can create an AI avatar of you instead (included free with Done-For-You package)
- Campaign launch, daily monitoring, and ongoing optimization
- Monthly reporting with cost per lead and cost per demo
Frequently Asked Questions
Yes, we work with both sides of the market. We help financial advisors get more clients, and we help financial software and SaaS companies get more advisor clients. If you sell a software product or service to financial professionals, we can build a campaign to generate leads or booked demos for your sales team.
Costs vary significantly based on your target audience and price point. For software targeting individual advisors, expect $30–$100 per lead and $150–$400 per booked demo. For enterprise-level software targeting institutions or broker-dealers, costs are higher due to the smaller, more specific audience. We’ll give you realistic estimates during your strategy call.
Facebook and LinkedIn are the most effective platforms for financial SaaS. Facebook works well for targeting individual advisors and agents by job title and professional interests. LinkedIn is better for enterprise sales targeting compliance officers, C-suite, and institutional buyers. TikTok is emerging as a viable channel for younger fintech-adjacent audiences.
We can do both. Our funnels can be configured to generate leads (name, email, phone) or to book demos directly on your sales team’s calendar via Calendly or a similar scheduling tool. Direct demo booking typically results in higher-quality conversations since the prospect has already committed time.
Yes, we’ve worked with financial SaaS brands and gotten them strong results in terms of both lead volume and booked appointments. Financial software has a specific buyer persona (advisors, agents, compliance teams) that requires different messaging than consumer-facing campaigns, and we understand how to position software to this audience effectively.
Standard campaigns typically launch within 2–3 weeks from strategy call to first ad running. This includes audience research, ad creative production, landing page build, and CRM/calendar integration. More complex enterprise campaigns with multiple buyer personas may take an additional week.
Ready to Fill Your
Demo Calendar?
Book a free 30-minute strategy call. We'll review your software, your ideal customer profile, and show you exactly what a campaign would look like, including realistic cost and volume expectations.