Our Financial Services Call Center Outsourcing
We offer financial services to a variety of clients.
Why choose us for your outsourcing needs?
We are very experienced and know how to make our clients successful.
Our financial services call center outsourcing allows your company to focus on your core business and long-term success.While we handle your financial services, you can focus on business development, sales support, marketing, account management, and more.Consequently, outsourcing our call center services result in lower costs, higher efficiency, revenue, and ROI for your business.
Financial Services Call Center Outsourcing Overview
Financial services call center outsourcing is a means for a company to lower costs, improve efficiency, increase lending contracts, and commissions. For example, financial services outsourcing such as telemarketing, prospect leads generation, or appointments scheduling, result in more pre-qualified prospects, shorter sales cycle, increased revenue, and profitability. In short, using financial services outsourcing improves the process of finding and converting prospects into future financing customers.
Whether your financing company is just yourself or a large group of sales agents, you should be focused on business development, not administrative activities. Basically, using financing services call center outsourcing gives you more time for planning, closing sales, and growing your financing business.
Customer Service And Administration
Your financing business is constantly in contact with the outside world. So the financial services call center inside sales team handles the basic communications (day or night) with presales prospects, document processing with your underwriters, and post-funding customers. Additionally, this now includes your remote, work-at-home sales agents. Consequently, you and the staff are more productive and a potential funding sales lead doesn’t fall through the cracks.
An alternative financial services business is always processing documents, both physical and electronic. For example, it is estimated that approximately 20% of an financial services agent’s total work time is spent hunting down documents and details. Correspondingly, financial services call center back office activities assist in preparing, verifying, and filing documents. Additionally, meetings are scheduled in the financial services sales staff’s calendar ensuring no conflicts, nor overbookings.
One of the primary goals of using financial services call center outsourcing is to better organize the use of time and resources. Consequently, this allows greater focus on the more important functions that will contribute to the success of the financial services business.
Following are various financial services customer tasks and administrative activities:
- Telephone Support (Inbound, Outbound, Gatekeeper)
- Document Filing And Administration
- General And Lending Inquiries (Telephone, Email, Social Media
- Scheduling Of Meetings And Administering Calendars
- Payments And Tax Information Management
Document Management And Maintenance
Keeping the financial services business databases (borrowers and documentation retention) up to date is essential. Consequently, the mundane activity of data entry of incoming information and updating systems is a standard component of financial services call center back-office activities.
In like manner, each document, lending evaluation, application, disbursement, etc. is a distinct transaction that needs to be managed, tracked, and entered into the business systems. So, that’s a lot of data and a lot of lists.
Leads Generation
Financial services call center leads generation take a variety of forms, consume time, and require lots of effort. Specifically, alternative financial services prospect leads can result from cold calling, website inquiry forms, inbound telephone calls, social media, referrals, events, and more.
These prospect leads lose their value if they are not converted to appointments. So, financial services call center lead generation includes the follow-up process to move them through the sales funnel, to then get closed by the sales agents.
The alternative financial services business is all about providing working capital to businesses. So, how to apply financial services call center lead generation? Specifically, it is related to lead generation, lead follow up, and supporting your financial sales agents closing the qualified prospects.
The following are various financial services lead generation activities:
- Cold Calling Consumer and Business Owners.
- Advertising Placement In Local And Social Media.
- Pre-Qualifying Telephone Inquiries.
- Responding To Social Media And Networking Contacts.
- Data Entry of Prospect Information Follow-Up.
Appointment Scheduling
Appointment scheduling is considered to be one of the most difficult parts of business development and is a major challenge to growing your financial services business. Because this is the most typical barrier in growing a company since new sales won’t be possible without first directly speaking to a prospect.
An alternative financial servies agent should be more focused on closing sales and not making cold calls. Rather, this is the job of an appointment setter. Consequently, if you spend more time on appointment setting rather than selling, YOU ARE NOT SELLING. Basically, financial services call center outsourcing gives you more opportunities and time to close sales.
Some of the primary benefits of financial services call center appointment setting activities are discussed below.
- Speeds Up The Sales Cycle.
- Keeps The Sales Pipeline Full.
- Are Scalable And Affordable
- Provides Measurable Results.
Financial Services Outsourcing
Financial services call center outsourcing sets the foundation for the long-term, mutually-beneficial relationship between you and your target audience. Consequently, it helps your company gain more new customers, maximize revenue, learn more about your customer base, and more. Also, you save time and money while focusing on closing sales instead of prospecting for leads.
How We Can Help
When you choose our financial services call center outsourcing, we can help you in the following ways:
- Save Money By Lowering Customer Acquisitions
- Increase New Customer Sign Ups
- Save Time And Focus On Core Business Tasks
- Improve Efficiency Of Your Sales Process
- Scale Based On Your Changing Needs
- Increase Revenue By Streamlining Your Sales Process
- Gather Information Of Your Target Audience
- Contact Business And Consumer Markets Alike
If your financial services is struggling to convert sales appointments into lending sign ups, we encourage you to consider using our financial services call center outsourcing. Because of our experience and trained specialists, we will help you grow your customer base. Basically, if your in-house financial agents can sell to pre-qualified sales appointments, then we will both be successful.
Company Resources and Risks
Outsourcing a portion of your financial services business development is an investment of resources and entails risks. Consequently, Nexus Teleservices takes a consultative approach in its financial services call center outsourcing to minimize your company’s investment and risk. Accordingly, our staff reviews with your company throughout each step of the process to assess results and, if necessary, make adjustments. Finally, we offer your company low minimums, flexible pilot programs, and customized pricing methods to allow you to focus on your core business.
Call Center Outsourcing Features
DATA SOURCES
We provide call center outsourcing services using a variety of data sources: Client provides existing list; Client provides unqualified list; Nexus Teleservices provides unqualified list.
We provide list scrubbing services to eliminate duplicate names and phone numbers. Also we provide list scrubbing services against Do Not Call lists to ensure regulatory compliance.
TELEPHONE SCRIPT
The telephone presentation (script) our staff uses is determined and fully customized by your company.
This ensures consistency of how we promote your brand, product or service. Also we offer you suggestions on fine tuning the telephone presentation, based on our years of real-world experience.
TECHNOLOGY
We offer both progressive and predictive telephone dialing systems for high levels of productivity and appointment setting.
Our Customer Management System captures lead contact information, is accessible to your in-house insurance sales team, and is exported to you daily for your analysis.
APPOINTMENTS
We can live-transfer a “hot” appointment to your in-house sales staff for immediate follow up.
Otherwise we “book” the appointment using an online calendar system that we both share and have visibility.
Online voice recordings of the appointment are provided for your preparation and follow up activities.
If there is a need to send information to the sales prospect before the appointment we can do that via email or SMS text.
Call Center Industries
- B2B AND B2C SALES
- SEO AND DIGITAL MEDIA SERVICES
- SOLAR ENERGY SERVICES
- REAL ESTATE SERVICES
- FINANCIAL SERVICES
- INSURANCE AGENCY SERVICES
- RESTAURANT/HOSPITALITY SERVICES
- HOME IMPROVEMENT SERVICES
- MEDICAL SERVICES
- TRANSPORTATION SERVICES
Outsourcing Services
OUTBOUND SERVICES
- TELEMARKETING
- SURVEYS
- LEAD GENERATION
- APPOINTMENT SETTING
- INSIDE SALES
- DEBT COLLECTIONS
- MARKET RESEARCH
- DATABASE GENERATION
INBOUND SERVICES
- CONSUMER RESPONSE
- CUSTOMER SERVICE
- DEALER LOCATION
- DIRECT TV RESPONSE
- WEBSITE RESPONSE
- SALES LEADS
- ORDER PROCESSING
- TOLL-FREE RESPONSE