Fintech & Enterprise Tech · Case study

Earning trust in a regulated market, one proof point at a time

Compliance-led messaging and B2B lead generation for a lending platform that sells to NBFCs.

Illustrative scenario, targets not results
Client profile
Loan-management platform for NBFCs and digital lenders
Region
India
Timeline
6-month programme
Services
Target 3x Qualified NBFC leads
Target -25% Cost per qualified lead
Target 40% Target lead-to-meeting rate
The challenge

Where they started

Lending platforms are bought slowly and carefully. Risk, compliance, technology and business heads all weigh in, and every claim on the website is scrutinised against regulatory guidelines.

Existing campaigns used broad finance terms and generic messaging, so the sales team spent most of its time disqualifying leads rather than running meaningful conversations.

Our approach

What we did

  1. 01

    Segment by lender type

    Separated NBFCs, digital lenders and co-lending partners, with pages and messages tuned to each segment’s priorities.

  2. 02

    Lead with compliance and proof

    Built a resource hub on regulatory topics, audit readiness and integration practices, reviewed by the client’s compliance team before publishing.

  3. 03

    Target decision-makers precisely

    Used LinkedIn job-title targeting and a curated lender list, with a tight search programme around specific lending-operations problems.

  4. 04

    Qualify before the handoff

    Added short qualifying questions and routing rules so sales receives only leads that fit the segment and timeline.

Goals of the programme

What success looks like

  • A consistent, compliance-aware voice across the website and campaigns
  • Lead flow concentrated on lenders the sales team wants to talk to
  • A resource hub that supports every stage of the buying committee’s research
  • Clear reporting on cost per qualified lead by segment
How we measure it

Numbers you can check

  • A qualified lead is a lender with a valid licence, matching size band and an active evaluation
  • Cost per qualified lead calculated per channel and per segment
  • Every public claim logged and reviewed with the client’s compliance team before launch
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