FinServe offers resources for Business Finance Brokers, ISOs, Referral Partners and Lenders.
The FinServe MarketPlace provides to brokers/ISOs:
- Recommended lender introductions,
- Free resources for broker/ISO members, and
- Lead generation programs.
For Lenders/Funders:
- We provide inbound lead generation in the form of broker/ISO partners (over 18,000 broker/ISO members),
- Full sales enablement systems for business development rep lead response management, ensuring your firm onboards more brokers/ISOs,
- Onboarding process automation, keep your reps on the phone, not conducting administrative tasks.
FinServe was founded in 2012 by Steve Conner.
Steve came to the industry as a business accelerator in a venture capital deal with a funder in California. Steve’s specialty is inbound lead generation through advanced marketing technology. Steve helps his groups convert more inbound leads by becoming involved in the sales enablement portion of operations as well. Steve has been involved with marketing technology, sales enablement and inbound lead generation since 2004.
Seeing specific needs of the business finance industry, Steve decided to build a program called Broker Network 1.0 in 2013. This program was created to provide free resources to business finance professionals and referral partners such as; sales training, marketing consulting, and recommendations of qualified lenders. Recognizing problems between lenders and their referral partners, Steve found it prudent that lenders who would be recommended by FinServe be qualified through a vetting process similar to the vetting process used when determining a good fit for his business acceleration systems in various ventures prior. Lenders are vetted and approved prior to FinServe providing the recommendation to the membership. (Over 18,000 members)
FinServe offers an inbound lead generation program for ISOs. FinServe becomes part of the marketing team, building marketing technology, sales enablement, and developing inbound leads. For more information regarding these programs please feel free to reach out by calling (517) 775-9991.
If you are a lender or investment group looking for more referral partners to build your business, we have a business development marketing program available. Once your organization is vetted and approved, FinServe works with your group to recommend you to its membership of over 18,000 business finance professionals. This program has single handedly built and multiplied several lenders since the program was began in 2013. We have lenders who have been recommended by FinServe MarketPlace for a decade or more. Please feel free to contact us for more information regarding our business development program.
