What do we mean by financial services?

The term ‘financial services’ refers primarily to telemarketing for banks and insurance companies. In addition, we serve a large group of consultancy companies that contribute in a different way to the financial return of the company or organisation:

• consultancies in the field of improving returns;
• accountancy firms;
• specialised law firms (tax law);
• vendor leasing companies;
• secondments of financial specialists.

A solid approach is necessary

Changes in government policy (new regulations, new accounting models), changes in the economy and the emergence of new technologies mean that the financial sector is constantly having to tighten up its thinking and business models. Government and society have also become more critical of the financial sector in recent years. This also requires a thorough, reliable working method in the commercial approach.

Thanks to the combination of seniority and professional knowledge, our people quickly win the trust of your potential clients. Even if we are a telemarketing agency, we ensure that our conversation is not experienced as ‘telemarketing’, but as a business conversation about new opportunities. And it goes without saying that we conduct the conversation on your behalf.

The Netherlands Authority for the Financial Markets (AFM) has tightened the supervision of the financial sector in recent years. When offering many financial services, it is now mandatory to work with an agency that is certified. We can reassure you: our agency is.

As a financial consultant you will get new clients mainly from your own network and by recommendation. The best way to gain new clients, but difficult to influence. If you have the desire to accelerate your growth, doing excellent work alone is not enough. Extra acquisition efforts are then necessary. And based on our extensive experience, we can help you with that.

Our people know how to improve your company’s returns

In every company, financial management is crucial. The larger a company is, the more important it becomes; after all, every percentage improvement in returns is a significant amount. In order to get that message across, you don’t make do with work students or returning housewives. That is why we always put in heavy resources on projects of this kind: ex-entrepreneurs or people with a lot of financial knowledge. They know how to improve the profitability of a company.

In particular large, professionally managed companies often have the impression that the current approach is the best. It is then very important that the person who conveys your message stands firmly in his shoes. Our people bring your solution to the attention in a mature dialogue, in a professional manner. And no script is required!

The right contact person

The larger the organisation, the more difficult it is to find the right contact person. Moreover, in many companies final decisions are the joint decision of a team; the DMU (decision making unit). To make your appointment a success, it is important that you get an appointment with a member of that DMU. Through our years of experience in telemarketing for financial services and the seniority of our people, we know how to get through to the right man or woman, often a CFO, financial director or controller (depending on your goal).

The best training of your own people

With over 40 years of experience in telemarketing for large and small financial services companies, we know what works commercially and what does not. We can also transfer that knowledge to your own employees. We regularly train groups of account managers to become more successful in – especially – finding new business. At every step in the commercial process.

We don’t believe in courses where we fill sales professionals with new knowledge in a short period of time. It’s always a matter of wait and see what will eventually remain of it and will be applied in daily practice.

Our approach is that we develop a tailor-made training course for each company, in which we train your commercial people on the shop floor and immediately put what we have learned into practice together. When doing so, we also look jointly at target groups and a differentiating proposition.  The result is that you as a client benefit from the knowledge gained from day one. Sales professionals are also able to acquire and retain the new knowledge and skills more quickly.

Let’s explore the possibilities

Quite a big step, outsourcing part of your sales. Ultimately, it is about the representation of your company. Let’s just talk to each other; no strings attached. Together we look at where your challenges and opportunities lie, we tell about the possibilities that our many years of experience in this industry offer. In any case, that will be an interesting and educational conversation.