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The best lead generation agencies for vendors selling to banks and credit unions, compared on published prices as of October 2026, and where we are the wrong fit.
By Moe Alhosni · Published 1 November 2026 · 8 min read
Short answer: No agency has a public bank track record across every deal type, so pick by channel and by how you want to pay. Belkins and Callbox publish banking-adjacent pages and prices: Belkins' fintech starter is "from $5,000" and Callbox estimates $6,667 a month per pod (as of October 2026). CIENCE and SalesRoads sell SDR seats. ROI Maximizer charges only for qualified meetings that took place, but has not run a bank campaign yet.
How this page was made. I'm Moe Alhosni and I run ROI Maximizer, which is one of the agencies on this list. Read the page with that in mind. I took every competitor figure from the firm's own website on 31 October 2026, and each one is linked. When a firm doesn't publish something, I say so and don't guess. I also say where we are the wrong pick.
This page covers B2B work only: agencies that book meetings for companies selling to banks and credit unions, such as software, data, risk, payments and services vendors. It does not cover consumer banking leads, retail deposits or consumer credit. We don't run any of those.
| Agency | Best for | Published price (as of October 2026) | Banking on its own site |
|---|---|---|---|
| Belkins | Fintechs that want a multichannel retainer with a guaranteed appointment count | Starter "from $5,000", with "100 guaranteed appts/year" and a "3-month pilot period" | Fintech page names "digital banking, embedded finance, insurtech, payments, and financial infrastructure" |
| Callbox | Teams that want a phone-and-email pod covering many finance segments | "$6,667 /mo" estimate per pod; "Exact pricing provided after consultation" (pricing) | Financial services page lists "Multinational Banks" among its segments |
| CIENCE | Buyers who want to rent SDR seats month to month | $2,000 a month campaign team, $499 platform, SDRs from $1,750 (offshore) or $3,500 (US and Europe) | Not bank-specific; publishes a "Stage 1 Financial" case study on its homepage |
| SalesRoads | US community bank and credit union markets where buyers answer the phone | $11,950 per 4 weeks for one SDR; $16,750 for two | Not bank-specific on the pages I read |
| Martal Group | Buyers who want a fractional SDR team and are happy to get a quote | No figure on its pricing page; tiers say "Customize your pricing" | A financial lead generation page aimed at "decision-makers in the financial industry" |
| ROI Maximizer (us) | Vendors who want to pay only for held, qualified meetings, by cold email | Setup $1,000–$3,000, then $200–$500 per qualified meeting that took place, or a flat $5,000 a month | No bank campaigns run yet |
There's no number one in this table. The right pick depends on three things: how your bank buyers like to be reached, how much proof from banking you need before you sign, and whether you would rather pay for activity or for results.
Large banks buy through committees. The person who takes the first meeting is usually a head of a business line, a COO in a division or someone in innovation. Procurement, information security, third-party risk and legal come later. In the US, the Fed, FDIC and OCC set out that life cycle in joint guidance on third-party relationships (OCC Bulletin 2023-17). In the EU, the Digital Operational Resilience Act has applied since 17 January 2025 (Regulation (EU) 2022/2554).
An agency can't run that committee for you. What it can do is get the first meeting with the right person and qualify for a live project. So for large banks, judge an agency on its definition of a qualified meeting, not on the volume it promises. Belkins and Callbox both publish banking-adjacent material, and both run several channels. Ask each one for its qualification criteria in writing.
The list is long, the institutions are small and many decision-makers still answer the phone. A calling-led team such as SalesRoads, or a pod model like Callbox's, fits that well. Cold email works too, but the volume per bank is lower and the senior title is often also the operator.
Retainers and SDR seats charge you in a month that books nothing. Per-meeting pricing doesn't. We charge per qualified meeting that took place. Belkins says on its comparison blog that it has a "pay-per-appointment plan starting from $750/meeting". That plan isn't on its fintech page, so ask Belkins whether it's open to vendors selling into banks.
Belkins sells a managed outbound retainer. Its fintech starter package lists "1,500 leads/month", "3 outreach channels" and "100 guaranteed appts/year", with a "3-month pilot period" in all packages. That works out to about eight guaranteed appointments a month. At $5,000 a month, that's roughly $600 an appointment if the guarantee is met. My longer breakdown is in Belkins pricing.
Callbox sells a subscription per pod. Its financial services page lists "Fintech", "Credit Grantors", "Multinational Banks", "Wealth Management" and "Investment Management" among the segments it targets. Its pricing calculator shows "$6,667 /mo" as an estimate for one pod. See Callbox pricing and our Callbox vs ROI Maximizer for financial services page.
CIENCE rents you SDRs on top of a campaign team and its graph8 platform. Everything is month to month, and a bonus is paid when SDRs hit target. Its own worked example is $11,249 a month for five offshore SDRs before the bonus. See CIENCE pricing.
SalesRoads sells dedicated SDR teams in 4-week engagements, with "No long-term commitment. Cancel anytime." The price per rep falls as you add seats. See SalesRoads pricing.
Martal Group sells fractional SDR teams in tiers and doesn't publish a figure. It has a financial services page and lists "Insuretech and Financial Services" and "Fintech" among its industries.
ROI Maximizer runs cold email only. We charge a setup fee, then only for meetings that happened and that you approved against a written definition. A month with no meetings costs nothing beyond the setup.
I spent four years and seven months at Moody's in London. I was Account Manager on Tier 1 banks and asset managers, and later Assistant Director, Sales, covering central banks, financial institutions, asset managers, PE and VC across Central and Eastern Europe plus Portugal, Malta and Cyprus. Before that I worked at BLOM Bank France in London, in settlements and on customer due diligence records. Three lessons from those years shape how I would brief any agency.
More detail is in how to sell to banks and lead generation for selling to banks.
Put each answer through the cost per meeting calculator and you can compare like with like. Terms used here, such as ICP, SQL and held meeting, are defined in the finance outbound glossary. The full set of finance pages is in financial services.
It depends on the bank and the channel. For large banks, choose on qualification rules and copy control. For community banks and credit unions, a calling team often fits. If you want to pay only for held meetings, choose a per-meeting agency. As of October 2026, Belkins and Callbox publish banking-adjacent pages and prices.
These are published starting points as of October 2026. Belkins' fintech starter is from $5,000 a month and Callbox estimates $6,667 a month per pod. SalesRoads charges $11,950 per four weeks for one SDR. We charge $200–$500 per qualified meeting that took place after a $1,000–$3,000 setup.
Emailing a bank's corporate address about a B2B product is ordinary B2B marketing in the UK and the US, within PECR and CAN-SPAM. Germany needs prior consent. The details, with sources, are in is cold email legal for financial services. This is general information, not legal advice; check with your compliance team or counsel.
Get three things in writing before you pay any agency, including this one.
Then put your deal size and close rate through the ROI calculator. If you want to talk it through, including whether we are the wrong fit, book 30 minutes or email moe@roimaxi.com.
About the author: Moe Alhosni, founder of ROI Maximizer. Before that he spent four and a half years in sales at Moody's in London, most recently as Assistant Director, Sales, working with banks, asset managers and private equity firms. He runs the campaigns behind the first-hand data on this site. LinkedIn
After Moody's he was Sales Director at Coinshift, a Web3 treasury management company (2024). Before Moody's he worked at BLOM Bank France in London on settlements and customer service, including AML/KYC record updates. Full career
Or run the free GTM teardown on your own site for the ICP, cold email and numbers specific to your company.
ROI Maximizer is a trading name of M Ventures LTD, registered in England and Wales, company no. 15554493. Registered office: 4 Beau Street, Bath BA1 1QY, United Kingdom. moe@roimaxi.com
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