Industries - Financial Institutions

We Have Extensive Experience in Finance and Banking.

Thatís Why We Can Generate Effective Business to Business Leads While You Focus On Other Core Tasks.

Lead generation and business development are fundamental to maintaining and growing a financial institution (commercial banks, finance companies, asset based lenders, factors, etc.). Yet, many bankers and managers do not have the time, resources, expertise, or inclination to weed through thousands of prospects, cold call, and set appointments.

This is where LGen Partners can help.

As our founder spent several years in the banking industry, we have a significant understanding of financial institutions and the challenges they face. We know how to get appointments with qualified prospects that ultimately could become clients. We also know how to ask the right kinds of questions for a wide range of services and products including credit facilities, treasury management, trade finance, real estate, and accounts receivable financing, just to name a few. Through our expertise in this market, what we offer transcends a turnkey solution; itís a proven method to build relationships.

Contact us and learn how our expertise in the banking industry can augment your business development efforts.

  • A few of the specific questions we ask prospects:
  • Which bank(s) does your firm
    do business with?
  • What, if any, credit facilities do you have?
  • What treasury management services does your bank offer for your specific needs?
  • Are there any upcoming plans that might
    require another financial institution?
  • Does your company use merchant
    card services?
  • When does your Line of Credit come
    up for renewal?

Contact us to get a complete list of the proprietary B2B lead generation questions that distinguish our services for banking firms.


fill out the form below or call 877-393-LGEN
and a LGEN Partner consultant can get you started

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  • Hear What Our Clients Are Saying...

    Larry Haworth

    We are VERY satisfied with the results. The LGen staff consistently sets appointments with CFOs, Controllers, and owners of companies that meet our firmís target profile. In the first year, we have obtained new clients with annual billings of more than double our first year LGEN fees.

    Larry Haworth
    Partner, Bessolo Haworth & Vogel LLP
  • Hear What Our Clients Are Saying...

    Frank Morrelli

    LGen has done an excellent job of getting us in front of C-Level executives at companies with sales of $100mm-$5b that we may otherwise not been able to do ourselves efficiently. Our focus has been in the New York/New Jersey market with a broad range of targeted industries. LGen's approach is professional, persistent, and effective.

    I hope to continue to use LGen in other parts of the country as well. We especially recognize LGen Partner's ability to communicate complex and broad issues on our behalf to our prospects. We've had a number of meetings where the CFO's have been very interested in our services and would consider using us for future projects. Opportunities have included IT, risk management and transition support.

    Frank Morrelli
    Managing Partner, Tatum

  • Hear What Our Clients Are Saying...

    Senior Vice President

    To date we have booked a number of new relationships from LGen leads that we expect to generate over $1MM in annual revenue as those relationships mature. The ROI on the program has significantly exceeded our expectations. The LGen profiles and appointments allow our Relationship Managers to broaden their reach in our marketplace and better leverage their business development activities. We will continue to use LGen to enhance our commercial banking marketing efforts.

    Senior Vice President/ Business Development Manager
    $20 Billion Asset Commercial Bank