Lead Generation for Banking and Financial Services
Telemarketing to the Banking and Financial Services sector include management of global wealth platforms (i.e. targeting Private Banks, Multi Family Offices, Private Client Investment Managers and the mass affluent IFA markets); financial and management consulting to large private and public sector organisations; targeting defined benefit pension schemes, specialist financial advice to medical practices; and asset protection to wealthy owners of SMEs. With the RDR process providing a limited window of genuine opportunity, you can maximize the number of conversations you are having with potential prospects at a time when your competitors are currently maximizing their efforts to gain market share and are positioning themselves now for a post RDR market place.
Data on Target Organisations
The key to any campaign relies on the integrity, accuracy and reliability of data. For Financial Services, clients in the sector can take advantage of our DB schemes database and other corporate databases, along with our knowledge of the accountancy and legal markets.
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Telemarketing for Financial Services
The telemarketing team at Chartered Developments are experienced at engaging executives of; large corporate organisations, including the financial services industry (e.g. leading private banks, MFOs, PCIMs, Discretionary Fund Managers etc.) in high level conversations and know how to circumvent the gatekeepers and close calls with a scheduled meeting or detailed market research.
The team are well versed in topics such as; RDR, Wraps, Platforms, Pensions, Asset Management, Employee Benefits, Hedge Funds, Risk, Corporate Finance, Management & Financial Consultancy, Outsourcing Solutions, Taxation etc
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Pipeline Management for Professionals
We recognise that a challenge professionals face is effectively managing new business opportunities presented to them, and further the conversion process from prospect to client. Chartered Developments works with you to understand and embrace the prospect management process, from simply maintaining contact with decision makers, to providing you with regular summaries of your opportunity pipeline.
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Business Development Training for Professionals
Obtaining new fee income is an essential activity for partners and key managers. Business development expertise is a necessity for maximising the opportunities presented. The team has spent the last 14 years implementing specific business development training for professionals.
