Since our early years, more than forty years ago, we have been doing a lot of telemarketing for financial service providers in the B2B segment. We mean a lot to the insurance sector (see the information on telemarketing for insurance), but we also help other financial service providers to get good leads. We believe in a solid approach. We are therefore certified and deploy highly experienced people on this type of projects.
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.
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).