Financial Services Lead Generation

Scale Your Loan & Insurance Enquiries Automatically

GrowEasy.ai empowers financial institutions and advisors to capture high-intent enquiries for loans, insurance, and wealth management. Our AI engine builds pre-qualified lead forms, generates compliant ad creatives, and delivers verified prospects directly to your sales team.

AI financial services lead generation dashboard

Challenges in Financial Lead Gen

Financial services often struggle with low lead quality and high compliance risks. Wasted ad spend on non-serious enquiries and slow response times can cripple your growth.

Low Lead Quality

Campaigns often attract people who do not meet eligibility criteria or are just browsing without intent.

High Compliance Hurdles

Managing financial ads requires strict adherence to regulations, which is difficult for traditional marketers.

Slow Response Times

Delayed follow-ups on enquiries often result in prospects choosing a competitor who responded faster.

A Smarter Way to Find Verified Prospects

GrowEasy.ai reaches individuals actively seeking financial products. We combine smart qualification rules with multi-platform reach to ensure your pipeline is filled with data-ready leads.

Pre-Qualified Enquiries

Use smart qualification forms to filter leads based on income, credit intent, and specific financial needs.

Compliance-Ready Campaigns

Our AI uses proven ad templates that follow industry standards for loans, insurance, and investments.

Instant Lead Delivery

Enquiries are delivered immediately via WhatsApp, email, or CRM for instant sales coordination.

Built for Finance Teams

AI Audience Filtering

Target users with specific financial intent, ensuring you only pay for high-potential enquiries.

Multi-Product Support

Easily launch and manage separate campaigns for loans, insurance, credit cards, or wealth management.

Real-Time Notifications

Get notified the moment a prospect shows interest, allowing your team to strike while the iron is hot.

Performance Analytics

Track your cost per qualified enquiry and conversion rates through a simplified financial dashboard.

How It Works

  1. 1

    Secure Integration

    Securely connect your Google and Meta ad accounts in just a few clicks.

  2. 2

    Select Financial Product

    Choose the specific services you want to promote, from personal loans to life insurance.

  3. 3

    Set Qualification Rules

    Define your ideal customer profile to ensure the AI filters for the most relevant enquiries.

  4. 4

    Engage & Convert

    Receive verified lead details instantly and start closing more deals with less effort.

Trusted by Financial Experts

"

The lead quality for our home loan products improved drastically. We are seeing a much higher conversion rate.

— Elite Finance Group
"

Automated campaigns helped us scale our insurance enquiries without increasing our marketing team size.

— Shield Life Assurance

Frequently Asked Questions

How do you ensure the leads are qualified?+
Can I promote different types of financial products?+
Is my client data safe?+

Start Closing More Deals with AI

Launch your automated financial lead generation campaigns today. Focus on conversion while our AI handles the prospecting.

Building in India 🇮🇳

GrowEasy - Generative AI powered all in one lead generation app | Product Hunt

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