Financial Services
Increase your ROI
We understand that your success depends on results, from new client acquisition to customer retention. Our expertise in the Financial Services industry is built on performance, where our skilled Customer Service Representatives (CSRs) are a true reflection of your company due to their professionalism, knowledge and experience.
Data Analysis & Reporting
Our robust reporting tools to track performance and Key Performance Indicators are immediately available for your review and accessible 24/7 through our secure and confidential client portal. Instant visibility allows you to analyze your call trends to ensure your lead generation, qualification and conversion efforts are effective.
Workforce Scalability
Our Inbound and Outbound Agents can scale up based on performance or volume at your request to maximize your ROI. Our Dedicated Agent model has proven success in the Financial Services industry with our various clients due to their specialized training, account proficiency, performance reviews and management oversight.
Regulatory Compliance
As your industry experts, we understand the requirements of Licensed Agent interaction throughout the lead conversion process. Our qualification process assures you and your team of Licensed Agents speak to the lead immediately, or utilize our own team of licensed agents to supplement your staff for immediate conversions.
Financial Services
Our clients choose us for a reason: exceptional results delivered
through cost-effective solutions.
Financial Services Clients
Dedicated Agent Teams
Key Client Annual Revenue
Inbound & Outbound Solutions
We handle financial calls on your behalf by being an extension of your business. Through detailed segmentation of incoming leads completed by our advanced scripting tool with logic-based options, we can properly identify the callers’ needs and proceed to document information to guide them through the lead funnel. Client acquisition is accomplished through successful caller engagement.
With complete control of your communication needs, TeleDirect provides the solutions to make your business run as efficiently as possible. Read below to find out more and to show you how we help our valued financial industry clients.
Case Study
Client Fortune 500 Institution
Date Jun 2012 - Present
Services Lead Qualification, Call Transfers
Our Financial Services Clients Are Saying
“I appreciate the professionalism that your company displays. I like the fact that I can monitor my Customers results on line, this allows to me...
Acquire Financial Marketing .
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