Financial Services Telemarketing

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Financial Services telemarketing campaigns are undoubtedly more successful if the telemarketing company used has a wider understanding of the financial services sector and its industry specific terms and practices. Team have worked for many years with a number of financial services companies offering services such as:

• Pensions Advice
• Risk Management Solutions
• Insurance Solutions
• Employee Benefits

The telemarketing campaigns we have undertaken within the financial services sector have included target actions such as:

• Appointment setting for pensions and employee benefits
• Establishing what benefits a company currently offer?
• Finding out when a company last reviewed benefits?
• What type of pension schemes they currently offer?
• How many members in the scheme?
• Who looks after the administration of the schemes?
• What issues are currently prevalent with their pension schemes?

For insurance companies our telemarketing services have included:

• Database cleaning to ensure contact list integrity
• Establishing who is the decision maker for insurance
• Ascertaining what insurances a company currently has in place
• Recording the name and details of present insurance company
• Timescaling the renewal date for all of a company's policies

 

Contact our Financial Services Telemarketing Team now to discuss how our specialist trained insurance and pension telemarketers can help your company market itself and services within the financial services sector.