Bank & Financial Institutions

Our Consultant’s helps clients of all sizes and types navigate through a constantly changing environment of financial regulations and enforcement actions, litigation threats, and economic and competitive challenges. Our financial services consultants work with clients to manage risk, ensure compliance, resolve regulatory inquiries as they arise, and leverage their assets to protect and enhance enterprise value. This team is composed of highly respected CPAs, attorneys, economists, bankers, technology professionals, strategic communications experts — all of whom are financial services specialists with extensive industry knowledge and experience.

Financial services players will need to harness better business models to overcome shortcomings of the past and current challenges. We have deep experience across industries to help financial services institutions in every region find innovative ways to optimize processes, reduce back office costs, align IT, manage risks, capture the economic benefits of building loyal customers, and plan for evolving competitive and regulatory landscapes. We tailor these offerings to the needs of our financial services clients to help them solve problems or pursue opportunities in many areas, including:

Industry Outlook

India’s fintech industry is expected to reach $150+ billion in market size by 2025, making it one of the largest in the world.
NBFCs and microfinance institutions are expanding rapidly in Tier 2 and rural regions
Digital banking, UPI adoption, and mobile wallets have reshaped consumer expectations
The sector is becoming increasingly competitive, with both legacy players and startups targeting similar customer segments

Financial Institutions Sector in India
India’s financial services sector is one of the fastest-growing and most diversified segments of the economy. It includes traditional banking, insurance, non-banking financial companies (NBFCs), fintech startups, mutual funds, and wealth management firms — all competing in an increasingly digital and consumer-driven environment.

As more consumers turn to digital platforms for banking, payments, investments, and insurance, the pressure on financial institutions to build trust, improve customer experience, and digitally acquire clients has never been greater.

Banking Sector: Growth and Stability

Loan Growth: Indian banks are poised for increased loan growth, supported by rising profitability and declining provisions, indicating a strengthening sector. The Times of India
Public Sector Banks (PSBs): In FY25, PSBs collectively posted a record net profit of ₹1.78 lakh crore, reflecting a 26% increase from the previous year, highlighting improved operational efficiency and financial health. The Times of India
Liquidity Enhancement: The Reserve Bank of India’s relaxed liquidity coverage ratio norms are expected to free up approximately $35 billion, potentially boosting credit growth by 1.4–2 percentage points.

Financial Institutions: Diversification and Innovation

Fintech Expansion: India’s fintech market is projected to grow to $1.5 trillion by 2025, expanding beyond payments into lending, insurance, and wealth management services. The Banker
Foreign Investments: Japan’s Sumitomo Mitsui Banking Corporation’s acquisition of a 20% stake in Yes Bank for $1.58 billion marks the largest cross-border investment in an Indian bank, signaling strong international confidence. Financial Times

Why Marketing Is Crucial for Financial Brands

For financial institutions, marketing is about more than visibility — it’s about building credibility, educating the audience, and driving trust in complex and regulated products.

In today’s landscape, institutions must go beyond traditional advertising and adopt multi-channel, personalized marketing strategies to engage customers, generate leads, and increase retention.

Strategic marketing helps financial institutions:
Promote new services (loans, credit cards, insurance, investment plans)
Reach underbanked and rural populations through targeted outreach
Educate consumers about financial literacy and compliance
Improve onboarding experiences and reduce drop-offs
Retain and upsell to existing customers through data-driven campaigns

Our Marketing Services

Looking for a marketing partner that delivers results on the ground and online? Let’s work together to grow your brand.

At Fulcrum, we offer a full spectrum of marketing services designed to help brands connect with customers, generate leads, and drive growth — both offline and online. Our solutions are tailored to suit the needs of various industries and markets, backed by experienced teams and real-world execution strength.

Offline Marketing Services

We bring your brand directly to your target audience through high-impact on-ground campaigns. From door-to-door promotions and shop-to-shop marketing to society activations and street-level visibility drives, our offline marketing strategies ensure your message reaches the right people at the right place.

Brand Activation Services

Our brand activation services are designed to create real-time customer engagement and brand recall. We manage everything from in-store promotions, roadshows, van campaigns, RWA/society activations, and trade channel events to sampling and product demonstrations — turning interactions into conversions.

Telemarketing Services

We offer professional telemarketing services to help businesses generate leads, qualify prospects, set appointments, and re-engage customers. With multilingual support, CRM integration, and trained agents, we provide voice-based outreach that delivers results across both B2B and B2C segments.

Digital Marketing Services

From search engine marketing and social media advertising to email, WhatsApp, and performance marketing, we offer a full range of digital solutions to increase visibility, drive engagement, and generate quality leads. Our hybrid campaigns combine digital tools with on-ground strength for maximum impact.

Our Offline Marketing Services

From strategy to street-level execution — we bring your brand to life, where your customers are.

On-Ground Marketing & Sales Solutions

At Fulcrum, our on-ground marketing and field sales solutions are built to deliver real, measurable impact — where it matters the most: in local markets, at the point of sale, and in direct interaction with your customers.

We specialize in creating face-to-face engagement opportunities that help brands connect with consumers, trade partners, and decision-makers across urban, semi-urban, and rural markets. Whether it’s generating demand, increasing visibility, or closing sales — our trained field teams and scalable operations ensure execution with precision.

Our Brand Activation Services

Brand Activation Services We Offer

For industries looking to scale using hybrid and digital-first models, we provide tech-enabled outreach services to increase visibility, generate leads, and engage customers effectively.

Each activation is customized based on brand goals, target audience, and location strategy — ensuring high recall, real engagement, and measurable impact.

A strong brand strategy serves as a long-term roadmap for building a successful brand, achieving specific goals, and establishing a strong market presence. It influences all aspects of your business and connects directly to consumer needs, emotions, and the competitive landscape.

Hyperlocal & Community Activation

Event-Based Activation

Corporate & B2B Activation

Our Telemarketing Services Services

Let our voice represent your brand — clearly, consistently, and convincingly.

All campaigns are executed using trained agents, monitored scripts, CRM integration, and real-time reporting — ensuring quality, compliance, and results.

Telemarketing Services We Offer

Our telemarketing services are strategically crafted to help businesses effectively connect with their target audience, whether in the B2B or B2C space. From generating qualified leads to nurturing prospects and retaining existing customers, we support the entire sales cycle with human-driven, voice-based engagement.

With a focus on building trust through personalized conversations, our telemarketing campaigns help you:

Whether you’re launching a new product, expanding into new markets, or reactivating dormant customers — our trained tele-calling professionals, multilingual support, and CRM-integrated execution ensure results you can measure and trust.

Our Digital Marketing Services

From first click to final conversion, we help you stay connected, competitive, and customer-focused.

Digital Marketing & Customer Engagement

In today’s fast-evolving business landscape, digital presence and customer interaction are critical to growth. For industries aiming to scale through hybrid models or adopt a digital-first approach, we offer a comprehensive suite of tech-enabled outreach solutions that go beyond basic online marketing.

Our services are designed to enhance brand visibility, generate high-quality leads, and engage customers meaningfully across multiple touchpoints — ensuring consistent communication, better conversions, and long-term loyalty.

Whether you’re targeting consumers, businesses, or channel partners, our digital marketing and customer engagement strategies are customized to align with your industry, goals, and target audience.

We combine data-driven strategies with real-time campaign execution to help brands build awareness, drive engagement, and ultimately convert interactions into sales — while keeping the customer journey at the center of it all

Built for All Sectors

At Fulcrum, we combine deep industry insight with execution strength — delivering measurable results across every campaign.

We Help You

Launch your business.

No matter your industry, we are committed to delivering innovative solutions that elevate your brand. Get in touch with us today to explore how we can help you achieve your marketing goals!

Call US : +91 8484099961