Sinds onze beginjaren, ruim 45 jaar geleden, doen we heel veel telemarketing voor financiële dienstverlening in het b2b-segment. We betekenen veel voor de verzekeringssector (zie de informatie over telemarketing voor verzekeringen), maar ook andere financiële dienstverleners helpen we aan goede leads. We geloven in een degelijke aanpak. We zijn dan ook Wft-gecertificeerd en zetten op dit soort projecten zeer ervaren mensen in.

What do we mean by financial services?

When we think of financial services, we think primarily of telemarketing for banks and insurance companies. We also serve a large group of consulting companies that contribute to the financial returns of the business or organization in other ways:

• consulting firms in the field of yield improvement;
• accounting firms;
• specialized law firms (tax law);
• vendor leasing companies;
• secondments of financial specialists.

As a consultant in the financial field, you will get new clients primarily from your own network and through recommendation. The best way to bring in new clients, but difficult to influence. If you have a desire to accelerate your growth, doing excellent work alone is not enough. Additional acquisition efforts are then necessary. And this is where we, from our vast experience, can be of great help.

Our people know how to improve enterprise returns

In any business, financial management is crucial. As a business grows, that argument counts more and more; after all, every percent improvement in profitability is then a significant amount. This message cannot be conveyed by working students or returning housewives. That's why we always use heavy hitters on these kinds of projects: former entrepreneurs or people with a lot of financial knowledge. They know how to improve a company's profitability.

In addition, especially in large, professionally managed companies, there is a perception that the current approach is the best. It is then of great importance that the interlocutor conveying your message stands firmly on his/her feet. Our people convey your solution in a mature dialogue in a professional manner. And by no script is involved!

The right contact

The larger the organization, the harder 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 to get an appointment with a member of that DMU. With 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, chief financial officer or controller (depending on your goal).

A sound approach is necessary

With changes in government policies (new regulations, new settlement models), changes in the economy and the emergence of new technologies, the financial sector must continually sharpen its thinking and business models. Government and society have also become more critical of the financial sector in recent years. This also calls for a sound, reliable approach in the commercial approach.

By combining seniority and expert knowledge, our people know how to quickly gain the trust of your potential clients. Although we are a telemarketing agency, we ensure that our conversation is not experienced as 'telemarketing', but as a business conversation about new opportunities. And, of course, we conduct the call on your behalf.

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

The best training of your own people

Met ruim 45 jaar ervaring met telemarketing voor grote en kleine bedrijven in de financiële dienstverlening weten we wat commercieel werkt en niet werkt. Die kennis kunnen we ook op uw eigen medewerkers overbrengen. Met regelmaat trainen we groepen accountmanagers om succesvoller te worden bij – met name – het vinden van new business. Bij iedere stap in het commerciële traject.

We do not believe in courses where we stuff sales professionals with new knowledge in a short period of time. It always remains to be seen what will eventually stick and be applied in daily practice.

Our approach is that we develop a tailor-made training course for each company, where we train your commercial people on the shop floor and immediately put what they have learned into practice together. We also look together at target groups and a distinctive proposition. The result is that you as a client benefit from the knowledge gained from day one. Sales professionals also learn and retain the new knowledge and skills faster.

Let's explore the possibilities

Quite a step, outsourcing part of your sales. It's ultimately about representing your company. Let's just talk to each other; no strings attached. We'll look together at where your challenges and opportunities lie, we'll talk about the possibilities offered by our many years of experience in this industry. In any case, that will be an interesting and instructive conversation.