Compliant Lead Sourcing for a Business Loan Provider
A business lending platform needed compliant, consent-based leads for loan products.
Illustrative case study template — replace with verified customer data before production use.
Client Problem
Prior lead sources had inconsistent consent documentation, creating compliance risk.
Target Audience
SMEs seeking working-capital and expansion financing.
Lead Strategy
B2B opt-in leads with documented consent status, filtered by revenue band and loan purpose.
Qualification
Consent and eligibility screening (revenue band, business vintage) before handoff.
Campaign
Email nurture explaining loan products, with SMS for time-sensitive application deadlines.
Automation
AI follow-up nudged incomplete applications toward completion.
Results
- Illustrative result — application completion rate improved after adding follow-up nudges.
- Illustrative result — consent-documentation issues on inbound leads decreased.
Lessons
Verifying consent status up front reduced downstream compliance review time.
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