Finance is available from many sources and for multiple needs in India, but it can be difficult to find the leads that perfectly matches the financial services you are offering. In fact, finding finance leads can become a trying and arduous task.

finance leads

As the economic outlook for India is rapidly improving every year, more and more people are investigating finance options. Here are some of the places that you can find them.

Where to find the best finance leads

So, where exactly will you find them? Many finance organizations make the mistake of sending out cold emails or creating generic adverts. Though these might give you some results, a more focused and informed approach is better. Mainly, because the more personalized your marketing is, the better your lead quality.

Let’s take a look at some easy ways to generate good quality finance leads.

leads for finance

1. Go to finance aggregators

If you want to sell a product of any kind, you need to be in the place where people are looking for that product.

There are many sites that offer comparisons and deals for acquiring financial products, such as, PaisaBazaar, RupeePower, and LoanCircle. People who use these sites are clearly looking for finance, so advertising on those sites and others like them is an option.

Not every site is open to advertising, but even so, you may be able to enter into a partnership with them. You can have your products listed or offer special discounts to customers who find your products through the site.

This will also work in places where high-value items are for sale either online or in the physical world. A car dealership may be prepared to recommend your services for a cut of the profit or a commission for each sale.

2. Try traditional advertising

It’s not just businesses that offer high-priced items that can be used to advertise your services. Billboards can be an effective tool, and print advertising in newspapers and magazines can have a good response.

More often, writing an article that gets published in traditional print media can have an even greater effect – it can be that the eye skips by an advert, but takes in everything an article has to say.

Local businesses and stores may allow you to advertise your financial products in their windows, and sporting events may allow you to sponsor them if your budget allows.

Anywhere that you can advertise and stand out from the crowd will be beneficial for finding finance leads, so think outside the box, and try to identify locations where finance adverts are not as common.

3. Create awareness about your product

Not everyone is aware that finance can be obtained, and so creating an advertising campaign that educates people to this will be beneficial.

You may be thinking that you need a website, but not every lead will come through your site. Using paid-for advertising to link to a simple landing page may be all that required – using a service like Google Ads can drive plenty of traffic to your offer.

If you can provide a downloadable guide or free report, so much the better. This could become an invaluable reference to your potential customers, and if they share it with their friends and colleagues, so much the better.

The more people that discover the services you offer, the more likely you are to make a sale.

Sales hacks and tips

4. Try networking

Networking can bring finance leads to you whether you do it online or offline. Using sites like LinkedIn will allow you to connect with many people across the internet while working offline at local networking events can also be effective.

The most important factor to consider is building a relationship with the people you encounter, whether they are online or offline. These are real people with real wants and needs, and they need to know they can trust you to provide a great deal for them.

As far as finance is concerned, very few people will interact with an entity that they don’t know of, have never used before, and doesn’t have a track record that they are aware of.

Posting online content to build your brand, holding real-world events, and giving solid consistent advice that makes a difference in people’s lives will help you to build trust among a wide base of people.

The more trusted and reliable you become, the more people will be willing to accept your recommendations and take you up on offers – these are the leads you need to build your business.

5. Use the power of social media

Announcing your latest deals and offers on Twitter can get you noticed, especially if you use the appropriate hashtags. However, a more stable way to build your business may be to use Facebook to create a brand page and provide much more information there than is possible on Twitter.

Additionally, you can create Facebook events that tie into real-world events – perhaps you can run an advice session, a seminar, or a networking event for people interested in obtaining finance.

If the idea of a seminar appeals, you could even run a webinar. You could reach many people all around the world, and if your content is good, they’ll be happy to sign up to receive more information from you.

Once you have their direct contact details, you’ll be much better positioned to market to them directly.

6. Use word of mouth

Before the advent of social media, stories about great businesses would spread by word of mouth, one person telling another about their experiences.

finance leads

This still exists today, and in close-knit communities, it can be particularly effective. The downside to this kind of promotion is that you have no control over it, can’t start it, and can’t help to expand directly.

The only thing you can do is provide a consistently good service and hope that others find out about you – of course, the more advertising you do, and the more online promotion you do, the more likely it is that local groups and people will begin to discuss the services and products that you provide.

As always, providing the best possible service will build trust and ensure that any word of mouth information passed along about you is positive in nature.

But to make use of these leads that you collect, you need a good CRM. Check out LeadSquared, maybe? You can even try it for free. No credit cards :)

For a medical practice to grow, doctors must focus on two things: seeing a steady flow of new patients every month and retaining existing patients. Nurturing existing relationships with patients is a priority, but new patients are what make the practice thrive. And how do you get these patient leads?

Marketing healthcare can be tricky. You cannot go to a person suffering from severe stomach pain and try to sell medicines for a headache. People appreciate customization. This article focuses on finding the best leads to help you grow your healthcare business.

How to get the best patient leads

Marketing is the lifeblood of any medical practice, but getting new patient leads is often a struggle. If you want to boost your new patient roster, consider these six lead gen techniques other medical practices are using:

patient leads

1. Start a Patient-Focused Medical Blog

Blogging is king OF digital marketing and combats many of the barriers of traditional advertising. Rather than serving up ad after ad, you can build greater connections with potential patients through valuable content.

For example, a patient experiencing back pain may go to Google to find ways to relieve their back pain. You could write a blog post on the topic and include a call to action to schedule a visit at your practice.

Blogs are powerful for building brand recognition. You’re providing real insight and solutions to problems patients are experiencing, and your brand is in the spotlight. Patients who enjoy reading your content (and learn something from it) might be more likely to visit your practice over another practice when they need to see a doctor.

2. Pay for Online Ads

Blogs are useful for growing your organic rankings on search engines, but it can take months before you see any results. Paying for ads can help you bypass the rankings altogether and get results quicker.

When you do a search for a service online, you’ll notice that some results are ads while others are not. The paid ads are placed above the organic rankings, which means patients will see your ad before they get into the actual search results.

Your ads will only appear when searches meet your criteria. This way, you’re not wasting valuable ad dollars marketing to people who have no interest in what you offer.

3. Host Community Seminars, Webinars, or Events

Building trust as a medical provider is critical in growing your patient volume. Patients need to feel confident you can treat their needs and provide them with the best experience.

To share more about your brand, consider hosting community events, seminars, or online webinars that are equal parts educational and promotional. For example, if you’ve had great experience in treating a particular condition, you might host a seminar that talks about that condition. People who also experience that condition will be likely to attend because it speaks directly to their needs. They’ll learn more about the condition and treatment options, and you’ll become the local expert on that condition.

Your leads come directly from the seminar. Patients will be eager to get treatment for their condition and already know how you might be able to help them.

You may also find other events in your community to attend. For example, you could set up a booth at a fair or conference and pass out information or giveaways to grow brand recognition.

lead conversion strategies

4. Create a Video Marketing Strategy

Video marketing is often considered the single most effective form of modern marketing. 51% of marketers worldwide claim it has the highest ROI compared to other forms of marketing. This shouldn’t come as much of a surprise, given that more than one-third of all online activity is spent watching videos.

Similar to the seminar marketing strategy, you can create videos that focus on specific conditions, exercises, treatment options, or other topics that will speak directly to the audience you want to target. You can share these videos on your website or via social media to increase your reach, then add a call to action to encourage patients to book appointments. 

5. List Yourself on Online Directories

Patients who are searching for a doctor in India don’t just use search engines. Online directories like, Doc Suggest, Medecure, and can help connect patients directly with doctors and medical practices in their area. (Ref. online directories:

If you’re not listed on any online directories, you’re missing out on a major opportunity to get in front of patients who are actively searching for medical care.

Get More Patient Leads with LeadSquared!

Are you putting the above lead gen methods to work in your medical practice? LeadSquared can not only help you earn patient leads, but also track their progress all the way through your sales funnel. Learn more about how LeadSquared can help you improve new patient acquisition and provide a better experience for patients and sales teams alike.

Also read:

There are many kinds of mortgages in India but finding the right lead that requires a mortgage can be the most difficult part of the entire mortgage process. Mortgage leads are hard to come by mainly because not everyone will want to buy a property. Identifying who does and whether they are looking to get a loan is a challenge.

mortgage leads

The economic outlook across the country is improving year on year, and so the number of people looking for mortgages is increasing. The question is, where can you find them?

Where to find the best mortgage leads

Now, there are various ways in which you can generate leads for your business. Let’s look at them one by one.

mortgage leads

Partner with property aggregators

The best advice when selling any product is to go where the people are. Working backward from the destination, it becomes quite clear where the people are going to be.

The ultimate destination is for you to sell a mortgage product to a lead. Why do they need a mortgage? Because they are investing in real estate.

Where do people go to find real estate for sale? They visit real estate websites like,,, and If you know you have an audience on these websites, the simplest tactic, to begin with, is to advertise on these very same sites.

Even if the sites don’t accept advertising from external companies, you may find that you are able to form a partnership with them – perhaps you can offer a special deal to the site visitors and become the “preferred” option for providing mortgages.

This works in real-world scenarios too, as well as just with websites. A physical real estate agent office may be inclined to work with you, as there will be benefits for them too – they could potentially sell more real estate if getting a mortgage was made simpler for their clients.

But it isn’t just agents that could benefit from your products.

Get leads from property developers

At any given time, there are numerous building projects ongoing around the country. The developers aren’t in this business for fun – they’re in it to sell their finished projects. As most people will be unable to purchase a new building outright, the need for a mortgage is apparent, and that’s where you step in.

In a similar way to working with real estate agents, you may find you are able to advertise on the website that belongs to the developers or alternatively become their preferred solution for providing mortgages to people wishing to purchase their creations.

With the right deal in place, you may not even be providing mortgages for these developments. If the developer is happy to hand out brochures and leaflets detailing your services in an effort to sell their new development, the leads may choose to use you to mortgage a piece of real estate that they have found elsewhere.

Make use of search engines

As with many other products and services, establishing your own web presence can bring leads directly to you.

Use Google (or even other search engines) to your advantage by putting together a PPC campaign. You can choose relevant keywords like “mortgages in [location]” and have your advert display every time someone searches for that phrase.

While Google may be the most used search engine, the second most used is YouTube. Millions of people search every day for thousands of different terms and keywords, so never underestimate the power of video marketing.

Sales hacks and tips

Creating and connecting people to mortgages

You can also build a website that details some of the products you have to sell. Use content marketing with articles about the mortgage process, the best deals, interest rates, and so on, to help people find your site via search engines.

You can even strike a deal with real estate agents or property search websites to advertise them on your site in exchange for them advertising you on their site.

Another option to explore is the use of social media including sites like Facebook and Twitter. This allows a two-way interaction with potential leads and can facilitate the building of trust, an important factor where finance is concerned. Posting the latest mortgage news and answering questions related to buying real estate can boost your profile and brings leads flocking to you – but make sure your branding is consistent across all platforms, with the same logo, color choices, and professionalism.

Find the people looking for loans and mortgages

Not everyone will use real estate agents (or their websites) but they may still have a need for a mortgage. These people will head directly to their bank or websites like Deal4Loans, RupeePower, and LoanCircle.

Advertising on these sites is a possibility, but the true purpose of these sites is to provide a comparison of different mortgages and loans to allow the site users to find the best deal possible.

By partnering with these sites, your mortgage products can appear in their listings, and if you offer a great deal then customers will be directed straight to you. Of course, the sites want to make a profit, and so part of the deal of becoming a partner may involve a fee or a commission for every referral you receive.

It can certainly be worthwhile as the number of people who use sites of this nature is high.

Finding mortgage leads offline

As previously mentioned, partnering with real-world business such as real estate agents and developers can help you to find leads, but a further option is to advertise in other real-world locations.

Billboards, newspapers, magazines, and even local stores will allow you to advertise to a range of different people. While printed media may have one sector of society, billboards will be noticed by many people passing by.

Even small stores will allow you to place a small advert in their window – why not give it a try and see if you catch the eye of a passer-by?

People will continue to live their day-to-day life even when they are looking for a mortgage, so getting your services in front of them as often as possible will only help you to discover more leads over time.

Looking to automate your lead capture so you don’t miss out on your mortgage leads? Then check out LeadSquared and take a free trial now.

When it comes to insurance marketing, there’s a lot of room for automation to take over and make it easier for carriers to engage with their customers and prospects more effectively. Automation, generally speaking, refers to specialized software that “automate” tasks which used to be done manually.

Did you know that according to a study carried out by Accenture, the amount of customers who think that “most insurance carriers are the same in terms of their products and services” has jumped up by 50% in the last year? This is worrying for insurance providers, with only 16% of the respondents in the survey saying that they would happily do business with their insurer once again. If insurance carriers want to stand out from their competitors and win back some trust from their customers, they need to look into new and innovative ways of doing things.

Not only do insurers need to find ways of contacting consumers with products and offers which are relevant and helpful for them, but they also need to figure out how to nurture these leads further down the sales funnel without using up a disproportionate amount of human labor in order to do so. Furthermore, they face the challenge of acquiring relevant customer data in the first place, and it’s becoming more important than other to consolidate teams into one unified sales and marketing team who are all working toward the same goals.

So, where do we go from here?

Introducing Insurance Marketing Automation

By leveraging insurance marketing automation, insurers can begin to win back the trust and loyalty of modern digital buyers who expect a certain level of convenience and flexibility that insurers have yet to provide when compared to other industries such as retail and restaurants. Below, we highlight some of the ways that insurers can use marketing automation to their advantage.

Insurance marketing automation - infographic

Personalized customer experiences

Did you know that 52% of customers are happy to switch brands if a company refuses to personalize its customer experiences? If you’re not customizing your customers’ experiences, then you’re only going to lose to a competitor who does. You see, with marketing automation, you can reach masses of customers with personalized messages which reflect user behavior and desires.

For instance, with insurance marketing automation, you can set up certain triggers which send personalized emails to customers. For instance, if a customer has been browsing your life insurance page repeatedly without making the purchase, perhaps you could send them a personalized offer for a small discount on the insurance.

On the other hand, you might have customers who have rarely visited your website in a long time, even though you may have insurance products which could benefit them. In this case, you could send them a sort-of “reminder email” to get your brand in front of them once again. Perhaps, you could offer them some customized deals and offers to try and tempt them back to your website.

You can also use customized lead capture forms for this purpose, as well as progressive profiling tools which allow you to select which form fields will appear when a lead is filling out a form, tailoring the form to things which are important to them. You can even create dynamic content, allowing you to engage customers with marketing materials which are fun, engaging, and encourage them to convert.

Sales Team Support

As mentioned earlier, it’s no longer viable for insurance marketing and sales teams to work separately – consolidation is crucial if you are to flourish in today’s market. With this in mind, insurance marketing automation goes far beyond the duties of the marketing team alone. For example, with insurance marketing automation platforms, your sales teams can access records which highlights a customer’s engagement with website pages, emails, and other similar marketing materials, allowing the salespeople to build up a detailed image of the customer’s interests on their end.

This synergy can go even further, with marketing automation services enabling sales staff to receive alerts in real-time when prospective customers are engaging with marketing materials. This way, they can swoop in and strike when the iron is hot, offering the interested lead products which are too good to resist. They could do this by directly calling them, sending them email templates approved by the marketing team, or by creating a new personalized nurture journey with them.

[Also read: 6 Insurance marketing hacks]

Increased customer loyalty

Did you know that only 29% of insurance customers are happy with the service they receive from their carrier? The remaining unhappy 71% make up a $470 billion slice of the insurance pie, meaning that there’s a lot of customers on the market who aren’t afraid of switching. So, once you’ve acquired these customers, how do you increase their loyalty and make them want to stay with you?

Using insurance marketing automation tools as part of the process, insurers could create new retention campaigns or onboarding programs which are designed to acquire and retain customers. For instance, if a lead signs up for a home insurance quote, you may want to nurture them with offers and information about protecting their home, providing them with valuable advice which can help them to stay safe and keep their premiums down by safeguarding their home effectively. Over time, they will come to appreciate the surplus information you are giving them which makes their life easier in the long run.

Coming up empty on travel leads? India is known as a vacation-deprived country, coming in fifth place in a recent study by Expedia. The study found that nearly 40% of Indians don’t take a vacation at all. And while that’s an alarmingly high number, you shouldn’t ignore the fact that 60% of Indians do manage to take a getaway. 

travel leads - banner

If you want to capitalize on Indian’s travel market, this guide is for you. Here’s how to find better travel leads and what to do with them once they enter your sales funnel:

4 Ways to Get Quality Travel Leads

First things first: you can’t sell your travel agency services if you don’t have an audience. Consider these four tried and true techniques to generate leads:

travel leads - lead generation

Keyword Optimization

Optimizing your website and content for search engines is one of the most effective ways to generate travel leads. Those who are vying for a vacation will usually head straight to the internet to start looking for deals and destinations. By optimizing your content, you’ll have a better chance of ranking high in their search results.

travel leads - sem

If you’re not familiar with SEO best practices, it’s in your best interest to partner with someone who knows the ins and outs and can help you leverage your content. It might cost you a little, but the results of doing SEO the right way the first time will more than pay off in the long term.

Social Media Content

Social media is free to use, but travel agents may find it beneficial to pay for ads to widen their reach. Lead magnets like ebooks and travel guides can help you grow your email list and begin a content marketing lifecycle. Or, you can create an attractive ad that advertises one of your amazing deals and lead visitors directly to your website or landing page.

Take a look at how is targeting their leads with this alluring and, at the same time, very informative Facebook ad.

Referral Marketing

Your current or former clients are excellent resources for leads. Consider starting an incentive program that rewards anyone who sends you a referral. People will be more likely to refer if there’s something in it for them. Plus, referrals can help you reduce marketing and acquisition costs, so pass along some of the savings to the people who bring you leads.

Lead Programs

There are a number of travel lead programs you can pay for to generate leads, such as Travel Triangle, Clear Holidays, Hello Safar, or Holiday IQ. The biggest benefit here is that these are genuine travel websites and the leads are people who are actively searching for travel info. Each program has a slightly different model, and you’ll want to investigate the pros and cons of each one to know exactly what you’re paying for, how much each lead cost, and what to expect from your investment.

I Have Travel Leads. Now What?

You worked hard to get those travel leads, but you’ll need to work even harder to close them. Here’s how to manage your leads to boost your chances of conversion:

travel leads - infographic

Qualify, Score, and Distribute

Qualifying leads helps you weed out the ones that aren’t ready to talk with a sales rep so you don’t waste as much time on them. Qualified leads can then be scored based on their perceived readiness to buy. The higher the score, the “hotter” the lead, which means sales reps should prioritize those leads over others.

From there, you can distribute leads to the most qualified salesperson. Some companies distribute leads equally. Others may assign sales reps to certain products, and then all leads for that product go to the corresponding sales rep.

If you’re using a lead management platform like LeadSquared, you’ll be able to qualify, score, and distribute leads the moment they enter your funnel. The entire process is automated to save time and give you confidence on how to move forward.

Sales hacks and tips

Follow Up with Leads

One of the worst things you could do after all that hard work of generating travel leads is to reach out once and then give up.

Studies show that it takes an average of 16 touchpoints per prospect to move the needle and that most sales happen after the 5th point of contact. Unfortunately, the average sales rep only makes two attempts to reach a prospect, which leaves a ton of opportunity on the table.

This is why it’s important to qualify, score, and distribute leads accordingly. Each sales rep can see their best opportunities at a glance and prioritize their follow up strategy rather than wasting precious time guessing about what to do next.

Ideally, you’ll follow up with leads within five minutes of receiving them. Response time is critical, as most leads will go with the first company that contacts them back. Responding within five minutes makes you nine times more likely to connect with them so you can start (and hopefully complete) the sales cycle.

For more lead generation wisdom and know-how, head back to Unschool.

In the modern connected era, email marketing software provides a strategy that allows businesses to directly contact the people who are most likely to buy from them. The trick to a successful email marketing strategy is to provide custom emails for individual people.

email marketing software - banner

Doing this by hand is possible, but it can quickly become hard work and boring – especially if you have more than a handful of customers. Email marketing can be much more effective when operated automatically based on a profile that has been carefully built of the lead.

How an Email Marketing Software Works

From the moment a customer lands on your website or clicks an advert relating to your products and services, you can begin to build a profile of their digital footprint. Trackers that are built into advertising services and into your website itself will allow you to see what pages they visit. This enables you to unlock insights into what they really need.

Every action they take can be assigned significance, and when they inevitably contact you, request further information, or just fill in a form to be kept updated, you’ll truly get to know them.

It’s at this stage that the email marketing software comes into its own. The first email that is sent out will be tailored to the way they interacted – if they’ve requested information about a particular product, the email will mention that product and other related items. If it’s a general inquiry, it may list your flagship products.

The key is in how the recipient responds – there will be links built into the email that if clicked will enhance the profile of the person. The next email that is sent out will take these clicks into consideration.

Now, let’s take a quick look at how email marketing software can help.

email marketing software - infographic

Provides tailored content

Imagine you operate a paint factory offering thousands of shades of paint. No matter what color is required, it’s going to be based on a combination of red, yellow, blue, black, and white paint.

The initial contact came from an advert that the lead had clicked after searching for “blue paint”. He landed on the main blue paint page, but then headed to the red paint page. He clicked a link labeled “Tell me more about the range”

The initial email focused on red and blue paint and suggested he might like to look at purple paint. The lead clicked the purple link and browsed around several shades of purple on the website.

The next email specifically recommended lilac paint, which he again clicked on. He then spent a long time on the lavender paint page.

When the next email went out, highlighting a paint that was halfway between lilac and lavender, he clicked through and bought it.

No matter what industry you are in, there are parallels that can be drawn from this example. Of course, you can’t necessarily combine items in the same way as paint, but you can provide different options that provide similar functions.

Email marketing works in this manner by narrowing down the items that the lead would be interested in, removing objections in the process.

Ensures personalization

You’ve probably been on the receiving end of an email sequence and have quite quickly disregarded what it has to say. A predetermined sequence is designed to take you from point A to point B and then to purchase the recommended item, irrespective of what you actually want or need.

Now, modern email marketing software allows individuals to see what they desire – it’s almost like an echo chamber of their mind. Your opinions and choices are not forced on the lead, as they essentially determine what it is that they will be told about. Their choices and clicks inform the emails that they receive.

Moving from an impersonal strategy to a personalized series of emails will give you a far greater chance of converting a lead into a paying customer.

Helps you save time

As mentioned previously, it is entirely possible that you could complete this process manually, but it would take a very long time to do it, especially as you gain more and more leads and customers. These are essentially repetitive tasks, and email marketing software excels at automation – even if it is conditional automation and requires you to make choices based on the actions of a user.

Even if there’s an instance where the software can’t make a choice based on what the user has done, it can be configured to contact a human to help. It is far better to have to deal with two or three queries of this nature than to have to manage thousands of queries a day.

It gives your sales team time to focus on the leads that really need their attention, allowing the system that is in place to deal with the rest.

Email marketing software increases your sales numbers

There’s a good chance that the products or services an individual is looking for may not jump out from your website straight away. This is simply because it is common to configure your website to show the items with the greatest mass appeal first – it draws in a lot of customers.

However, someone will always have specialist needs. By using email marketing software to help build a complete picture of the lead and understand what it is that they need, you’ll be able to automatically show them the items and service that they would be interested in.

For a sales team member to do this it may take a long time – conversation after conversation by email or voice call, constantly establishing the needs of the lead, going over details again and again.

By automating this process with an email marketing software, you’ll be able to save time, increase the number of your sales, and provide a better service all round for each one of your customers.

And of course, the better service your customer gets, and the more easily you answer their needs, the more likely they are to return to you again.

Looking for a good email marketing software? Then look no further. I suggest LeadSquared. It comes with powerful lead tracking and email automation features. And, not to forget detailed email analytics. Take a free trial today!