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B2B Telesales & Lead Generation for Financial Services Sector

At Toucan, our dedicated team of extremely experienced telemarketing consultants have been supported financial service companies in the UK for more than twenty years. We have helped companies generate viable B2B links, conduct market research and set appointments with other businesses.

Over 50% of the United Kingdom’s population rank financial advisors as one of their top three most trusted sources of advice about financial matters, like debt. An estimated 40% of the investment, and protection products are sold through financial advisors, amounting to an annual revenue of approximately £3.9 million.

If you are looking to kick-start a successful B2B telemarketing campaign, speak to Toucan today to find out how we can help your business succeed. A successful telemarketing strategy, such as that offered by Toucan, can help your business to connect with other companies and enjoy fruitful business partnerships. Over the years, we have helped many clients build successful and rewarding business relationships with other companies in the financial service sector and pride ourselves on our unique and personal approach to telemarketing services. Our personal, non-scripted and free-flowing approach to verbal communication allows our telemarketing consultants to engage with other business on a human level to encourage business relationships. We operate on a guaranteed non-contract basis, giving you the freedom to dictate when you use us. All of our efforts are put into giving you the very best ROI.

As an experienced agency, we understand that many businesses have reservations about handing over their telemarketing activities to other companies. Many companies endeavour to set-up their own in-house telemarketing teams, but finding staff experienced enough to handle calls and engage senior business decision makers can be time-consuming and costly. By outsourcing your telemarketing activities to us, you can save your business money and invest your time in other projects. We pride ourselves on offering an excellent service to all our clients and will work with your teams to create a tailor-made telemarketing strategy that will suit your financial company’s needs. We offer a range of services, including:

Market Research

We can conduct market research on your company’s behalf to find out how well your company is being received and how you compare against other financial service companies. The feedback from our research will allow us to gauge how well your band is perceived against your closest competition and will give you a valuable insight into how your company is performing and how you can improve your image and surpass your competition.

Lead generation

Our dedicated and highly experienced team of telemarketing consultants are experts in generating high-quality leads that have a high chance of converting into actual sales. At Toucan, we understand the importance of sourcing leads that are viable and likely to convert and will only pursue leads that are of a promising standard. Our emphasis on natural conversation allows our team to encourage human interactions with senior decision makers that are based on trust and openness.

Database Enrichment

Our specialist team can help you enrich your existing database by getting in touch with your prospect base to identify specific information and help you meet your sales targets. The information we gather on your behalf can help your sales team to identify which potential customers are getting ready to buy, and which leads are warming up and cooling down. Database enrichment can help your sales staff to focus their sales techniques and target leads that are likely to convert into actual sales.

To find out more about how we can help your financial business grow, contact our team today. We have helped many financial business clients and have in-depth knowledge about the financial sector. To find out how we have helped other businesses, see our case studies.

Take a look at some of our previous telemarketing projects in the financial services industry by viewing our case studies here.

Call Toucan Telemarketing today for more information about how telemarketing services can help your business.