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Finance2026

Pension Fund Recovery Service Builds Qualified Lead Funnel

A financial service specialising in recovering unclaimed pension and savings funds for Israeli citizens built a digital lead generation machine from scratch to reach people who didn't know they were owed money.

Success-based only
Fee model
Pension fund recovery
Service
Multi-stage qualification
Funnel stages

1The Challenge

The service addressed a need most people didn't know they had — unclaimed pension contributions sitting in dormant accounts. Building awareness without triggering scam skepticism was the central challenge. The audience was diverse in age and digital literacy.

2Our Approach

We built a campaign strategy anchored in education: short-form video explaining how and why pension funds go unclaimed, what the recovery process looks like, and why the no-upfront-fee model eliminates financial risk. Lead forms were kept simple with a WhatsApp follow-up sequence. Trust was built through clearly explained terms and real case testimonials.

What made this unique

  • Specialist in recovering dormant or unclaimed pension funds
  • No upfront fees — payment only on successful recovery
  • Handles the entire bureaucratic process end-to-end
  • Proven track record of successful fund recoveries

Emotional drivers

  • Financial empowerment
  • Relief
  • Surprise gain

Services delivered

FinancePensionLead GenerationTax RecoveryIsrael
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