Creating qualified leads with
Corporate Sponsors, Trustees, Pension Directors, CIOs, HR
and Reward teams
In response to the 18 month legacy of Covid 19, some firms have responded well to the virtual meetings challenge and there are a number of Trustee and Finance professionals who are now at ease with Teams and Zoom meetings.
For these firms, face to face meetings still have their place, for example as a means to close deals and invite new clients to their offices for a look around. But the online meeting for them is here to stay. It has become an integral and valued apart of their business development process.
There are other firms however, for whom the whole online meeting approach has not quite been mastered and the unlocking of the economy has come as a business development relief. As the economy continues to open up, many consultants are looking forward to ‘getting back out to meet people’, equally we believe many Trustees and Sponsors will still see this as an inefficient way to do business.
Training Development Manager
14 years pensions related lead generation.
“We tailor our telemarketing campaigns to integrate seamlessly into our clients marketing strategies, conveying your values and expertise to achieve your pipeline objectives. Creating qualified leads with Corporate Sponsors, Trustees, Pension Directors, CIOs, HR and Reward teams; the pension decision makers you want to contact.”
Senior Account Manager
With a certificate in Investment Management, 14 years at Schroders, ABN Amro and Deutsche Asset Management.
“We have significant experience working on the full range of DB de-risking solutions from Trivial Commutation through to Buy-Out products. We work on campaigns focused on DB consolidation, Integrated Risk Management, DB/DC Mastertrust, DC Auto Enrolment, DC Communication and Engagement, Risk Management, Pension Administration and Pension Regulation.”
Head of Client Services
Before Chartdev Tom worked for DWP and James Hay Trustees.
“In 2006 I was a lead generator for our DB related clients. What was true then remains the case.
Trustees, FDs, HR etc. in privately owned businesses and corporates expect to be courted over the phone. The stats are very clear, once we speak to people, they engage with us, for our clients.”
Database Circa 2,300 DB Schemes, Sponsors, Charities and Endowments
1,400+ leads created (face to face and now online)
160+ leads into £1bn+ schemes
"This was a new initiative for us and the results have exceeded our expectations. The collaboration has been successful, and we have found Chartered Developments to be extremely professional and well organised. Their employees have financial services industry experience which was important. "Claire Linane | Compliance Officer | KAS Bank
"Our relationship spans 10 years. It started to establish a new office and has grown from there to general lead generation across many departments and sectors"Lara Daniel Marketing | Capita
Accredited for 5 years.
FSQS: You may not know FSQS by Hellios. It is a very high standard for Risk Management and Compliance used by the Financial Services sector; Banks, Building Societies and Investment Managers. For Actuaries and Asset Managers it means that our data compliance, security and processes are up to the standard you should expect from an outsourced supplier.