Nerdy Joe — cold email and email marketing agency

Get 3-5 leads or sales appointments every week for your fintech business

Looking for a battle-tested lead generation agency to get you meetings with potential clients? We have set over 300 meetings in the last quarter for our clients who are in the fintech space, so let us run your lead generation campaigns for you. We'll regularly add 3 - 5 meetings with qualified potential clients on your calendar every week.

lead gen

Our lead generations strategies and campaigns have already helped our clients who are in the fintech space generate leads at:

cold email strategycold email agency near meemail marketing companycold email marketingour lead generation process is perfect and generate leads like crazylead generation program to get qualified leads

Here's how we can boost your fintech business sales in 2023…

Our tailored lead generation approach is the key to our success. We use our learnings from past lead generation campaigns to avoid mistakes and guide our actions toward successful campaigns.

lead generation agency

We'll identify your ideal prospects

We'll determine the most valuable segment of your target audience and decision-makers. Our team will then manually compile a prospect list, incorporating intent and psychographic data to ensure our lead generation campaigns hit the mark.

cold email marketing agency

We'll craft irresistible offers

We'll delve into your ideal customer profile (ICP), uncover their pain points, and understand the emotions these challenges trigger. Then, we'll create a tailored offer that directly addresses their needs and positions your business as the ultimate solution.

email marketing agency

We'll book meetings and close them

Once the offer resonates with your potential customers, we’ll then book a sales call with them, add them to your CRM, and you’ll do what you know best, which is convince them that you’re the ONE.

Want a more in-depth look into our lead generation process? Here are some of our lead generation case studies...

These lead generation case studies go through our approach and how it applies to some of our clients who are in the fintech space.

how to email a ceo: the strategy we use to get replies from $10M+ company ceos

How to Email a CEO: The Strategy We Use to Get Replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs  

Want to know the strategy we use to get replies from Rand Fishkin, Ramit Sethi, Noah Kagan, and other $10M+ Company CEOs? Learn here how to email a CEO. 

Read the case study
Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Event Email Marketing: How We Helped a Service-Based Business Generate 1200+ Event Attendees In One Week

Wondering how to promote your event using email marketing? Here's a case study on Event Email Marketing, and we generated 1,200+ event attendees in a week.

Read the case study
Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Executive Email: 5 Ways We Write Cold Emails That Get CMOs’ Attention

Want to get positive replies from your cold emails to executives or c-levels? In this case study, you'll learn how to write executive emails that work and generate leads.

Read the case study

How does our Lead generation agency for fintech companies work?

Subscribing to our lead gen agency for fintech companies is pretty straightforward. See it for yourself 👀.

high quality leads and more leads from ideal prospects

1 Choose a subscription and pay

our email marketing and sales funnel is on point and gets you ideal clients

2 Get a Basecamp invite

our email marketing and sales funnel is on point and gets you ideal clients

3 Campaign launch

our sales funnel and email marketing is focused on personalized messages and generating leads for your sales team

4 Get results

Choose a B2B appointment setting plan that's right for you.

Each of our plans runs in a 1-month cycle and comes with a money-back guarantee.

See what our fintech customers say about us...

Great lead gen campaign is 30% writing, 30% targeting the right people, 40% understanding the target audience and their pain points. Our customers, who are in the fintech business like yourself, love that we tick these boxes.

Mackenzi's testimonial for Nerdy Joe, e-commerce marketing agency

Mackenzi Leinder

Director of Sales at MindFire, Inc.

The copy Ernest writes is engaging, creative, relevant, timely, amazing at eliciting response and motivation of action, the list goes on. Beyond the work he produces, Ernest is a pleasure to work with! He's kind, a team player, full of ideas, and an asset to the team.

Irina's testimonial for Nerdy Joe, e-commerce marketing agency

Irina Maltseva

Head of Marketing at

Ernest is a very talented writer and online marketer. While working on the content for Hunter, I was amazed at how easily Ernest explains complex things, illustrating them with examples based on his diversified experience. It's always a pleasure to work with him.

What the FAQ

Have a question in mind about our lead generation agency for fintech businesses but can't see it listed? Chill, just click on the "Check all FAQ" button, and you're all covered.

0 - What is lead generation?

Lead generation is a marketing term that refers to the process of stimulating and capturing interest in a product or service for the purpose of developing a sales pipeline. In other words, it's about finding potential customers (or "leads") who are interested in what you have to offer.

It describes the procedure for luring and persuading people and organizations that might be interested in the Fintech Industry that your business provides. This implies pique interest utilizing techniques like LinkedIn outreach and cold emails

Think about how the following lead generation benefits could benefit your Fintech Industry company:

Finding your target market is typically the first step. This could be small businesses, freelancers, large corporations, startups, or even individual clients for your Fintech Industry company, depending on your areas of competence and services provided.

Following identification of your target market, you create a prospect list. It is a highly effective tool for this because you can utilize LinkedIn's search and filter tools to identify potential leads based on industry, job role, geography, business size, and more.

Once you have compiled this list, you get in touch. Through LinkedIn messages or connection requests, you may accomplish this by introducing your services and indicating your desire to discuss how you might be able to help their business. 

Each potential lead should receive a customized and tailored message explaining how your Automotive Sales and offerings can solve their particular issues. A very effective strategy in addition to your LinkedIn marketing is cold emailing. 

In order to write a successful cold email, you must clearly and succinctly describe who you are, what your Fintech Industry company does, and most importantly, how you can help the recipient's business. Again, personalization is essential. 

Additionally, it's crucial to end with an unambiguous call to action (CTA) that includes an invitation to a call or meeting for the reader. Once interest has been developed in these leads, your goal is to engage with them and nurture them. 

This can be accomplished by sending follow-up emails or LinkedIn messages, providing pertinent resources like articles or case studies, or scheduling discovery chats to learn more about their needs. Your objective is to gradually build a strong relationship of trust with these potential clients. 

By consistently demonstrating your knowledge and how your Fintech Industry services may help them, you'll ideally convert these leads into paying clients.

Finally, keep in mind that this process is ongoing. The aim of lead generation is to continuously attract and cultivate future clients. If you adopt a persistent, aggressive strategy, your sales pipeline will remain filled and your Fintech Industry business will continue to grow.

1 - How much do lead generation agencies specializing in the Fintech Industry charge?

The value of lead generation varies depending on the target industry. Additionally, it's incredibly rare to find lead generation businesses who openly disclose on their websites the various service tiers and associated costs that they provide. 

The cost of lead generation services varies greatly depending on the agency because they typically base it on factors like their knowledge, technological prowess, team size, the particular needs of your lead generating project, and anticipated results.

Lead generation agencies also employ various pricing structures. Some opt for a flat fee model, while others operate on a pay-per-lead basis. There are also companies that model their pricing based on the duration of the campaign, the workload involved, or the project's breadth.

Lead generation services, however, can range in price from less than $1,000 to $50,000 per month, to provide a general approximation. The final cost is greatly influenced by the agency you select, the desired outcomes, and the state of your company.

Also, keep in mind that certain lead generation companies may ask for upfront investment fees or a commitment to a minimum service duration before even initiating a partnership with you.

At Nerdy Joe, we champion pricing transparency. We acknowledge that your main goal in hiring a lead generation agency is to generate leads, channel potential clients into your sales funnel, and secure meetings or sales opportunities with genuinely interested leads.

We understand that and it’s the reason we offer four straightforward monthly packages at set rates. These packages are $1,799 for 10 sales-qualified leads, $2,199 for 15 sales-qualified leads, $3,099 for 15 sales-qualified leads, and $5,099 for 50+ meetings with sales-qualified leads.

2 - Do you provide Fintech Industry lead data when doing outbound marketing?

Indeed, we do. You should be aware of one thing about our company, though. 

Contrary to common practice espoused by most of the lead generation agencies and experts, our agency’s approach to lead generation campaigns does not rely on using client data or exploiting data and sales intelligence tools like ZoomInfo or Apollo. 

We avoid hastily creating lists of individuals only to inundate them with generic, ineffective outreach. Our success in lead generation is built on our robust methods of deeply understanding your ideal customer and focusing on a particular group of prospects.

In order to achieve this, we question you in order to help us ascertain precisely who benefits from your good or service and why they are your target audience.

Thanks to your remarks, we completely understand your product and the greatest applications for it. In addition, as we evaluate the data gathered from your comments, we conduct extensive research to find potential customers in your target market and industry.

After doing the necessary groundwork, we start a targeted lead generation campaign with the goal of engaging and luring these leads to your business.

3 - How does your lead generation process allow you to be compliant with international data privacy laws?

We take data privacy seriously, and we make sure that our lead generation procedures comply with all applicable local, state, federal, and international laws, including the GDPR and CCPA. This compliance is especially important in the Fintech Industry because of the handling of private financial information. 

Nerdy Joe targets only leads who have indicated a desire to hear from us or who are located in areas where business-to-business contact is allowed. Along with maintaining clear options for leads to opt-out, guaranteeing the protection of their data, and making sure it's only utilized for proper business needs.

4 - What are the best lead generation agencies for the Fintech Industry?

It is essential to consider the agency's experience, expertise, and lead production approach when choosing the best lead generation partner for your Fintech Industry Firm. The top lead generation businesses in the Fintech Industry are listed below:

  • Nerdy Joe
  • MediaBoom 
  • Growth Rhino
  • Cleverly
  • Lead Cookie
  • Martal Group
  • Belkins
  • Abstrakt Marketing Group
  • Lead Fuze

The reality is that all lead generation companies would attest to their capacity to offer top-notch lead generation services to your Fintech Industry company. However, they don't just concentrate on one industry; they service a variety of them.

Nobody among us is special. Your workforce only has to possess the necessary creative ability for your business to prosper. 

Our organization, Nerdy Joe, stands out by providing a more customized, goal-oriented approach. In order to meet the specific requirements of your Fintech organization, we create highly effective lead generation strategies that are custom tailored.

5 - What is a lead generation agency, and why do I need one for my Fintech Industry firm?

A lead generation agency is a business that has expertise in assisting companies in generating leads so they can connect with potential clients. The strategy, execution, and management of lead generation campaigns are all handled by them as part of their completely managed offering.

They are a group of outreach and copywriting gurus who are also adept at email marketing, prospect research, and campaign management. They support your efforts to establish connections with new essential stakeholders, such as potential customers, partners, investors, and other stakeholders.

They can support you in executing cold outreach campaigns through email or LinkedIn and all you need to do is watch as your sales pipeline fills up with leads ready for conversion. These agencies alleviate the stress of lead generation, allowing you to focus on selling. 

Furthermore, they free up a significant amount of time for your sales team, allowing them to concentrate on their main duties—holding meetings and closing agreements.

6 - How do you get Fintech Industry Qualified leads with lead generation?

Regardless of the target industry, we at Nerdy Joe fervently believe that creating an ideal customer profile that complements your offering and goals, and thoroughly understanding your target population, is the key to a successful lead generation campaign.

Because of this, at Nerdy Joe we always place a high priority on fully understanding your product, its particular target market, and their need for it. For this procedure, we have our own unique framework. We'll even ask you about the main motivations for starting your company.

If the Fintech Industry is your target market, our plan will therefore entail extensive research to identify the perfect individuals within this group (who fit your ICP). Following that, we will create a tailored campaign to interact with them and turn them into leads for your business.

7 - How do I start a lead generation campaign?

A lead generation campaign requires a series of procedures that must be taken in order to launch and manage it. These broadly include determining your target audience, creating a message that will persuade, monitoring interaction and always improving your strategy, and more.

All you have to do to work with Nerdy Joe is pick which of the three packages on our price page best fits your company's needs and budget.

As soon as you register, we immediately create a project for you on Basecamp and send you an email invitation. After that, we start a chat to learn more about your requirements and important details like your target market and ideal client profile.

Then, depending on whether an email outreach campaign or a LinkedIn outreach campaign is being launched, we set up new domains or obtain your credentials to build some groundwork or prepare the ground. 

Next, we build the outreach lists, conduct prospect research for data enrichment, and draft the initial outreach email or messages — effectively getting everything ready. We walk you through our operational procedure, offering you the ability to track all our actions in real-time.

8 - How does Nerdy Joe work?

Nerdy Joe's method for starting new lead generation initiatives always begins with a thorough examination of the client's operations and the distinctive selling points of their goods or services. 

This enables our professionals to comprehend your unique needs and lead generating marketing goals.

Once that’s completed, we engage in thorough discussions to understand your business requirements and ambitions, which allows us to align our efforts and strategies appropriately. We'll conduct comprehensive market research to identify your ICP and create a buyer persona.

At the same time, we lay the foundation needed to optimize your engagement. This includes tasks like setting up and warming up new domains for the best email deliverability, enhancing the appearance of your LinkedIn profile, preparing outreach lists, and looking for possible prospects.

Then, with specific members of your target demographic in mind, our staff develops the outreach messages and sequences. Our objective is to create connections with leads and nurture them since doing so encourages continued engagement and creates connections that lead to conversions.

We also run split testing campaigns experimenting with different offers, sending times, messaging styles, and more. The intention behind this is to discover the go-to-market strategy that resonates best with your target audience.

In addition, we value openness and give our clients regular, thorough information on how each campaign performed.

9 - How long will it take to get results?

Any B2B lead generation campaign's first few days often involve testing, data analysis, and strategic revision, just like with any other lead generation firm. This technique enables us to choose the method that will produce the best results.

Because of this, each company has a different lead-receiving schedule. While some businesses might begin receiving leads as soon as the campaign begins, others might have to wait a few weeks to see the same results.

Nerdy Joe still promises that no matter what, you will start to see results within the first month of your campaign.

10 - How fast do you start working?

We welcome you with a flurry of happy emoticons in our Campfire conversation as soon as you join up with us. Following that, we design a special project on our Basecamp that is specialized especially for your business, and you will receive an invitation to join.

Then, we start having conversations to better understand your goals, your target audience (ICP), and other crucial campaign elements. Depending on the situation, we'll either build up new domains or seek access to your existing ones (or use your LinkedIn credentials), making sure they reflect well on you and your brand.

Following the establishment of the foundation, we run tests on a variety of messages and offers to determine which ones are most well-received by your audience. It follows that once you sign up, the work begins.

11 - What is your lead generation process, and what makes you different?

To fully describe our process, it would take a different, in-depth post. Our lead generating procedure, however, can be distilled down to a few crucial steps. Here is a quick summary of our strategy:

Pre-campaign phase

These steps are taken prior to the start of the lead generation campaign.

  • Product research: We conduct extensive study on your product to fully understand its nature. This enables us to identify the target market and the best sales strategy.
  • Domain/account setup and warm-up: We create and prepare fresh domains for the campaign with the aim of increasing their readiness for high delivery rates.
  • ICP identification and buyer persona development:  We'll work with you or your sales team to pinpoint your ideal clients in order to discover the best contacts at each business for the best interaction.
  • List building: Based on the mutually agreed ICP and buyer persona, our team manually identifies leads and constructs the outreach lists
  • Prospect research and icebreaker creation: We research each individual on our list for personalization. We leverage the data collected to craft unique touchpoints in the emails, or "icebreakers." 
  • Email/message samples and sequence creation: We draft the cold email copies and cold email sequences, making sure they are uniquely personalized for each recipient. 

Campaign phase

  • Monitoring campaign: We currently keep tabs on the campaign's development and take notes. We classify the prospects into several funnels or categories based on their interaction. 
  • Improvement: Using the data we get, we can use it to pinpoint areas that need improvement, and we can then make improvements to the results. 

Post-campaign phase

  • Reporting: At the end of the campaign, we hand over the leads we generated for your business. Or, we outline any issues that have arisen and how we're handling them.  
  • Improvement: For the greatest results, the campaign is modified and adjusted as necessary. We continue the process in order to give the client more leads. 

My inquiry has essentially been answered. 

The way we differ from other lead generation businesses is that we are dedicated to thoroughly understanding your target market before sending even one lead generation email.

Also, we don’t run mass email campaigns. Every applicant we add to our targeting list is carefully chosen and vetted. By accumulating information about them, we can make sure that every email we send and every offer we make is suitable for their circumstances. We never send the same email to the same customer because we don't use templates.

We focus on creating short lists and take the time to put forth the arduous effort required to obtain them for your company. Our ideal scenario is creating a list of 20 prospects, conducting appropriate research before launching campaigns, creating individually crafted lead generation emails for each person, receiving 15 replies, 10 of which are favorable, and producing 6 leads you can convert.

We don’t need to target thousands of people to yield a few leads that might not even convert into customers. All of our operations are performed manually to guarantee top-tier accuracy and efficiency. We don’t depend on any data intelligence tools or hire freelancers from UpWork or Fiverr for hasty list building.

12 - How to hire a lead generation agency?

In our opinion, the ideal course of action is to reach out to various lead generation businesses that are appropriate for your company.

Consider factors like their experience, clients, success record, knowledge, and any guarantees they may be prepared to provide. Your unique goals and budget should have a significant impact on your decision-making process.

Ask precise questions about the quantity and quality of leads they can generate, associated costs, and expected conversion rates.

We also welcome you to engage in a discussion with us at Nerdy Joe (pick a time on our calendar). We’re prepared to answer all your questions and provide the necessary information to help you make an informed decision.

13 - Why should I hire a Fintech Industry-specialized lead generation agency?

Together with a lead generating business with knowledge of the Fintech Industry market will boost your chances of acquiring high-quality leads. This is as a result of their team's familiarity with the market environment.

It is a reality, nonetheless, that the bulk of elite agencies won't focus particularly on the accountant market. It is also critical that the agency be effective in your target market, finding and engaging the most relevant prospects regardless of where they are.

Whether it's for a Fintech Industry Business or a cannabidiol business, Nerdy Joe's process of establishing your target client profile and performing extensive lead research positions us to be your top choice for lead generation.

Choosing the right people to work with and thoroughly comprehending your proposals are always top priorities for us. We can constantly deliver excellent results regardless of the industry thanks to our method.

14 - How successful are lead generations?

Lead generation is a successful marketing tactic that has proven successful in a number of different sectors. The campaign concept, target market, and execution are only a few of the factors that influence the success rate.

According to us, the success of lead generation campaigns depends on a number of critical factors, such as the suitability of the target audience, the efficacy of the messaging strategy, the compatibility of the offer with the needs of the prospect, and so forth.

Optimal engagement and conversions are what we guarantee. We are confident in our ability to generate leads for any business that offers a solution to a pressing problem or a good product-market fit.

Product-market fit is a vital component in the success of any outbound outreach campaign. If your business is still in the phase of discovering its product-market fit, we might not be the most suitable choice for you.

15 - How do you measure whether a lead generation campaign is effective?

At Nerdy Joe, we measure the success of our lead generation efforts through meaningful lead generation metrics such as the agreed-upon number of generated leads, the quality of these leads, and their conversion rates.

As a result, we always start our collaboration by learning about your objectives and outlining what would be a significant win for your business. According to us, the primary indicator of a successful lead generation campaign is the number of leads generated.

For instance, the number of healthcare organizations signing up for your offer, the number of businesses seeking a demo, and the number of individuals prepared to negotiate sales or deals would be the most crucial metrics for your business.

While data like response rates or open rates may guide our future strategy and help us make adjustments, they don't always reflect a campaign's effectiveness. Unfortunately, many lead generation businesses only use these data when reporting results.

16 - Do I need to outsource my lead generation?

Outsourcing lead generation is an effective way to focus your internal resources on core business operations, while leaving the lead generation process to experts. 

When you outsource to Nerdy Joe, you have access to a wealth of industry knowledge and expertise as well as tried-and-true techniques that have generated excellent leads for many Fintech Industry Companies. 

To a professional organization like Nerdy Joe, your business would therefore be prudent to outsource lead generation.

17 - How do I increase my email response rate for my lead generation?

Failure to respond in lead generating campaigns could be a result of a variety of circumstances. These could result from a variety of factors, including poor communication techniques, unattractive offers, or ineffective targeting.

At Nerdy Joe, we don't just discuss these issues; we specifically plan our campaigns to avoid them. Our process begins with a deep grasp of the requirements, passions, and communication preferences of your target audience.

We then carefully personalize our messaging, utilizing language and deals that specifically meet the demands and worries of your target. Instead of just sending emails, we are engaging people in discussions that build trust.

We also do A/B testing frequently with different messaging formats and promotional offers, using the results to evolve and improve our strategy. We don't assume we know everything right away; instead, we're committed to making improvements based on feedback from the outside world and learning from our failures.

We also understand that there isn't always a single, efficient lead creation technique. We consider other communication venues than email, like LinkedIn, in order to interact with your target audience in ways that are practical and attractive to them.

Our adaptable and comprehensive approach to lead generation enables us to consistently achieve great response rates, regardless of the industry or target population. We strive for the most meaningful encounters that lead to fruitful business ties, not just the most leads.