LeadsBridge helps make lead generation services for financial advisors more effective, with 380+ available integrations. Start reaching qualified leads in real time, without having to rely only on traditional word-of-mouth advertising.
Choose our lead generation services for financial advisors and get more qualified leads
GET STARTED
Free forever plan
LEADSBRIDGE IS THE OFFICIAL VENDOR OF THESE AMAZING COMPANIES
Optimize your lead generation flow to reach more qualified leads – fast!
Move your leads from any source – including Facebook, Google, LinkedIn, and TikTok – to 380+ CRMs and email marketing software.
- Real-time lead sync
- No more CSV manual export and import
- Automated welcome email and SMS
- No data stored
- Timely responses
- More qualified lead data
SIGN UP FOR FREE
No credit card required
How LeadsBridge makes a difference in the financial services industry
-
Easy integrations
Connect your favorite marketing tools together with ease, while generating better leads.
-
Online-to-offline
LeadsBridge helps professionals in the financial services industry track conversions both online and offline.
-
Emails & SMS
Receive an email or SMS notification with each incoming lead.
Leverage qualified lead data to attract your ideal target audience
By creating an interconnected marketing ecosystem, you can instantly and automatically share lead data between your CRM and advertising platforms – Facebook, Google, LinkedIn and TikTok – to generate more accurate Custom Audiences and gather more qualified leads through your campaigns.
No more wasting time with downloading and uploading heavy CSV files. With LeadsBridge’s lead generation services for financial advisors, you can act on your qualified leads fast, right when they’re hot and ready.
Rely on direct relationships with valuable partners
We have consolidated relationships with valuable partners such as Google, Facebook, Instagram, LinkedIn, TikTok, and many more other big companies.
These relationships allow us and our customers to have easy and fast-tracked access to their products and direct support, with the availability of a Partner Solution Engineer.
With their help, we can improve our activities to offer the best services to our customers.
Choose a plan based on your needs
Self-service
Plans
Experience the freedom of our self-service plans, providing you with complete control, seamless integrations, and a hassle-free onboarding process. Take advantage of our wide range of over 380 integrations and begin your journey immediately, all by yourself.
Managed
Plan
We empower you to connect all your company’s systems (CRM, CDP, DWH, call center, and more) to seamlessly receive or send leads. On top of that, we offer cutting-edge optimization tools to help you target highly responsive users and skyrocket your conversions.
Find out how LeadsBridge is helping financial service professionals streamline their marketing and advertising
Start your free trial and see how LeadsBridge improves your daily marketing workflows.
SIGN UP FOR FREE
Free forever plan
Featured customers
I needed help getting my first integration going, but the support was excellent. I like the number of integrations that LeadsBridge offers and customer support are excellent. As Agency, we have several other CRM’s with which to integrate, LeadsBridge allows us to do it.
Absolutely brilliant for Facebook ads. At first, I thought it would be just another half-baked solution but has exceeded all my expectations. Easy to setup and 100% reliable. Oh, and the support is the best I have experienced. These guys respond on the same day and sometimes within minutes. 10 out of 10 from me.
LeadsBridge is great, and when a great company has great tech support it becomes superb. I requested a special integration for my agency and they made it, and fast, now my business on Facebook will improve thanks to them.
As a computer software business owner, I entered the world of LeadsBridge 2 years ago, so LeadsBridge has more than doubled the available integrations and I am very satisfied with them! Moreover, the platform is very easy to use and you can connect with the most CRM applications. In conclusion? 5 stars!!
I use LeadsBridge for my retail from 1 year. LeadsBridge works great for connecting our facebook lead ad to our CRM (Ontraport). When we signed up it was the only solution for our CRM. Not there are alternatives, but none provide additional functionality, and no one can match the price of LeadsBridge. Moreover, LeadsBridge allows me to automatically add a new lead from a facebook leads add to a sequence for automatic followup without having to do manual data entry or cause the lead an or causing a delay in communications.
Success Stories
Waylens
Waylens is “the first camera system built for drivers, from the ground up” . Started in 2014 by a group of car enthusiasts from Harvard and MIT, Waylens wanted to drive pre-orders through its website and Kickstarter page, so it engaged Social Fulcrum – a data-driven customer acquisition agency – to leverage paid social ads to drive new customer acquisition.
