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The best B2B lead generation agencies for payments and treasury firms, compared on published prices as of October 2026, by buyer: banks, finance teams, merchants.
By Moe Alhosni · Published 1 November 2026 · 6 min read
Short answer: As of October 2026, two agencies publish material aimed at payments companies.
If you sell B2B payments or treasury tools to finance teams, judge any agency on how well it reaches the CFO and treasurer. ROI Maximizer charges $200–$500 per qualified meeting that took place, after a $1,000–$3,000 setup. We have not run a payments 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. I took every competitor figure from the firm's own website on 31 October 2026 and linked each one. Where a firm doesn't publish something, I say so. I sold treasury management to finance teams as Sales Director at Coinshift. Before that, I sold to banks at Moody's.
This page is B2B only. It covers agencies that book meetings for payments companies selling to merchants that are companies, to banks and acquirers, and to corporate finance teams. It doesn't cover low-ticket merchant acquiring aimed at sole traders, or consumer payments.
| Agency | Best for | Published price (as of October 2026) | Payments on its own site |
|---|---|---|---|
| Belkins | Payments and embedded-finance firms that want a multichannel retainer with a guaranteed appointment count | Starter "from $5,000", "100 guaranteed appts/year", "3-month pilot period" | Fintech page lists "payments" and "embedded finance" |
| Callbox | Payments firms that want calling and email to finance and payments leaders | "$6,667 /mo" estimate per pod; exact price "after consultation" (pricing) | Fintech case study targeting "Banking, Payments" and "Head of Payments"; its financial services page lists "Diverse Merchant Accounts" |
| Martal Group | Firms that want a fractional SDR team | No figure on its pricing page | A fintech lead generation page |
| CIENCE | Teams that 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 payments-specific on the pages I read |
| SalesRoads | US merchant markets where calling works | $11,950 per 4 weeks for one SDR; $16,750 for two | Not payments-specific on the pages I read |
| ROI Maximizer (us) | Firms that 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 payments campaigns run yet |
"Payments" covers at least three markets, and each one needs a different agency brief.
| You sell | To | Who takes the first meeting |
|---|---|---|
| Payments infrastructure, fraud or reconciliation tools | Payment companies, acquirers, banks | Head of payments, COO, CTO, head of risk |
| B2B payments, treasury or FX products | Finance teams at mid-size and large companies | CFO, treasurer, head of finance operations |
| Payment acceptance | Merchants that are companies with real volume | CFO, head of ecommerce, COO |
This works like any bank sale. There is a committee, a vendor review and a long gap between interest and signature. Choose the agency with the strictest written definition of a qualified meeting. The bank side is covered in the best lead generation agency for banks.
At Coinshift I learned that the CFO cares about control and audit trail first, and cost second. The treasurer cares about how a product fits the bank accounts already in place. The first reply often comes from finance operations, and that person needs something to show the CFO. Ask each agency how its copy and follow-up give that person something to forward.
The list is long, and calling works well for mid-size merchants. In the UK, sole traders and some partnerships count as individuals under PECR. The ICO says "Sole traders and some partnerships are treated as individuals", so emailing them needs consent or the soft opt-in under PECR regulation 22. In the US, CAN-SPAM "makes no exception for business-to-business email". This is general information, not legal advice; check with your compliance team or counsel.
More method is in B2B lead generation for insurance, lending and payments and fintech lead generation.
Ask one question of every quote: what do I pay in a month that books nothing?
Belkins also says on its comparison blog that it offers a "pay-per-appointment plan starting from $750/meeting". Ask whether that plan is open to payments firms. The cost per meeting calculator turns any quote into a price per meeting.
Terms such as acquirer, ICP and soft opt-in are defined in the finance outbound glossary. All our finance pages are in financial services.
As of October 2026, Belkins and Callbox publish the most payments-specific material. Belkins lists payments and embedded finance on its fintech page. Callbox has a fintech case study aimed at heads of payments. If you want to pay only for held meetings, look at a per-meeting agency, and ask for its definition of a meeting first.
Published starting points as of October 2026: Belkins from $5,000 a month, Callbox about $6,667 a month per pod, SalesRoads $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.
It works best for products sold to finance teams and payment companies, where the buyer reads email and the deal is big enough to justify a meeting. For low-ticket merchant acquiring, calling usually works better, and consent rules limit email to sole traders.
Get three things in writing before you pay any agency, including this one.
If you want to talk it through, including whether we're 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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