What is the difference between an MQL and SQL in financial services?

Quick answer

What is the difference between an MQL and SQL in financial services?

An MQL (Marketing Qualified Lead) has matched basic criteria from form data; an SQL (Sales Qualified Lead) has been validated by a human on need, timeline and suitability.

In a UK IFA context, a Marketing Qualified Lead (MQL) meets the basic criteria a form can capture — age bracket, asset bracket, service interest. A Sales Qualified Lead (SQL) has been confirmed on a 5-15 minute human call for specific need, timeline, decision authority and basic vulnerability screening. MQL-to-SQL conversion of 40-65% is normal; below 30% usually indicates a targeting or lead-magnet mismatch.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.