Lead Generation into the Financial Services Sector
Telemarketing to the Insurance, banking & financial services industry There are many challenges in this highly regulated environment. Accountants, Lawyers and Actuaries are targeting this industry with a range of compliance, regulatory or business improvement messages. Recent campaigns have included; TCF to Insurance firms, meeting the Corporate Finance Bankers in a major international bank, ICAAP & Pillar 3 documents reviews & preparation and more.
Databases of Financial Service Firms
The key to any successful sales and marketing activity relies on the integrity, accuracy and reliability of the data worked upon. With a dedicated Data Administrator who understands the Financial Services Market we can help you establish exactly what target data you require for each campaign. Campaigns have included (amongst others); non high street deposit takers and larger brokers.
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Telemarketing for Financial Services
The specialist team understand many of the nuances of the markets, for example; ICAAP & Pillar 3 documents reviews & preparation, TCF, Internal audit requirements, ARROW visits, Fiduciary Management for DB schemes and more.
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Pipeline Management
We recognise that one of the challenges facing professionals is properly managing the business opportunities presented to them, and the conversion process from prospect to client. Chartered Developments will work with you to manage the process of prospect management, from simply maintaining contact with decision makers, to providing you with a regular summary of your opportunity pipeline.
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Business Development Training
Obtaining new fee income has never been more of a priority. More than ever it is essential for Partners and Seniors to know how to maximise the opportunities presented to them. The team at Chartered Developments has spent the last 14 years developing relevant and specific business development training for Professionals.
