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The Opportunity

In today’s world of global markets and financial uncertainty, you need to identify the best business opportunities in order to remain competitive. We have developed a strong methodology for lead generation. It begins by ROI understanding you, our client, and your value proposition and target audience. Our understanding of the financial services industry, combined with our research-based lead generation methodology, allows us to deliver high quality leads to our customers.

As part of our annual research work, ROI surveys and engages in business conversations with thousands of C-level executives across the globe. We understand their business context and identify projects, including:

  • Corporate Expansion
  • Financing and Re-financing
  • Selling/Buying
  • New Product Launch
  • M&A

Our Clients

Approach Percentage
Senior person makes personal visit and discusses business situation and makes recommendations 45.4%
Senior person makes personal call and discusses business situation and makes recommendations 15.9%
Senior person sends personal email and discusses business situation and makes recommendations 13.6%
Follow our structured process 4.5%
All other marketing e.g. Direct mail, newsletters, website, trade show 20.4%
Source: ROI analysis

According to an analysis conducted by ROI, when buying new services, executives prefer a senior employee to make a personal visit to discuss the business situation and make recommendations (See chart to the right).

Are you looking for a lead generator with a proven and effective methodology, who understands your business? Look no further, as ROI provides lead generation services to the three main customer segments in the financial services industry:

  • Banking and Venture Capital: ROI excels at identifying companies at different stages of their growth and matching them with your service offering. We conduct in-depth research on key targets and industries of interest to you. Our team is business-savvy and can talk to senior level executives, providing exceptional insight to their investment and financing requirements.
  • Mergers and Acquisitions: Because of the nature of our business, we routinely identify companies that are either looking to sell their business or looking to acquire related businesses. If you are a professional working in the mergers and acquisitions arena, you may be interested in our ability to identify these types of projects. We talk directly to the companies in order to provide you with a detailed profile of their selling or acquiring needs.
  • Insurance: Whether you specialize in property and casualty, health insurance or life and annuities, we get your lead generation program up and running quickly. ROI has been working with financial services providers for several years, and the resulting industry knowledge coupled with our proven methodology generates highly qualified leads for our customers.

Our Services

Our core services are in three areas: Quality Lead Generation, International Lead Generation and providing Market Intelligence that supports your lead generation strategy:

For more information on our specific services  for B2B clients:

        Business to Business Services