Financial Services Inbound and Outbound Customer Service
Your greatest assets are your clients because without clients, there is no business. Let us help you care for and nurture them
At TBG Group, we understand the challenges businesses face when it comes to managing customer interactions and support while striving to allocate resources effectively.. That’s why we provide a flexible phone-based inbound and outbound customer service solution for both short-term campaigns, ongoing programs, or need assistance managing call overflows during peak periods. Our services can be tailored to align perfectly to meet your specific business needs. Whether you’re looking to enhance your customer support, fill resource gaps, or expand your reach to potential clients, our team of highly trained professionals is here to support you every step of the way.
Our services are designed to take the burden of customer interactions off your shoulders. By entrusting us with your inbound and outbound customer service needs, your financial advisors and other key personnel can redirect their time and energy towards core activities.
Inbound Customer Services
When it comes to serving your new and existing customers, nothing is more crucial than delivering a seamless and positive experience as the first point of contact with your business. Our inbound telephone customer service is designed to handle all aspects of customer support with precision and empathy. From addressing enquiries and resolving issues, our skilled agents are well-equipped to ensure your customers feel valued and heard.
Inbound call includes:
- Inbound call handling
- High quality customer service
- Virtual reception, including hotkey transfers
- Enquiry handling and resolution
- Call overflow services
- Out-of-hours services
- Event communications
- Appointment Scheduling
- Inbound enquiry management
- Ad response handling
We can also offer multi-channel support, in addition to phone support, we can seamlessly integrate with other channels like email, live chat, and social media, providing a unified and consistent experience for your customers.
Experience and Expertise
Scalability
Cost-Effectiveness
Data Security
Outbound Customer Services
Reaching out to potential clients, nurturing leads is a crucial aspect of business growth. Our outbound telephone customer service is designed to help you build meaningful relationships with prospects, drive opportunities, and expand your client base.
Key features of our outbound telephone customer service:
- Customer enquiries
- Lead generation, including hotkey transfers
- Webinar and webcast promotion
- Pre and Post sales research
- Customer experience surveying
What We Do - Our Services
We understand that not every financial services firm is the same and not everyone will require the same type of services. However our mission doesn’t change; which is to help you grow. This means that our range of services is necessarily wide. Whether you are looking to build trust and loyalty among your existing clients, bring on new mortgage or protection leads or grow your online presence and brand awareness, we design specific campaigns for you that match your business goals.
Inbound/Outbound Customer Service
Flexible inbound and outbound phone-based customer service solutions that address customer demand and manage response for your firm,
Lead Generation
Delivering prospective clients to you making sure that all leads we provide are of value to your business
Appointment Setting
Quality, qualified appointments that will fill your advisers diaries with genuine, interested prospects.
Data Cleansing & Enrichment
We have extensive experience in conducting telephone-based legacy data cleansing, profiling and enrichment projects
Email Marketing
Creation and distribution of consistent, intent-driven e-mails to existing clients or new prospects accompanied by user actions and detailed reporting
Social Media Marketing
Working with you to create the perfect, tailored social media marketing campaign that aligns with your end-goal objectives
Text Message Marketing
We will work with you to engage customers and boost retention with tailored messaging and easy-to-launch campaigns.
Compliance Checks
A robust Treating Customers Fairly (TCF) and Consumer Duty Compliance Program that assists financial firms in maintaining demonstrable evidence of putting customers first.
Website Build & Management
From initial wireframing and domain setup all the way to ongoing management, we can help at any stage
Surveying
Open dialogue in a polite, professional, and efficient manner to go through your survey in the volumes you want. Full reporting back with MI, any patterns, and further relevant information.
Paid Advertising
We can manage an existing paid ad campaign or create new campaigns that suit your budget, goals and timescales
Design, Print & Direct Mail
We can manage all of your design, print and direct mail for letters, brochures and other business literature indepently or part of a broader client campaign
Call, Email or Meet Us
Take your financial services business to another level with help from our telemarketing and digital marketing specialists at TBG Group . Specialising in everything from lead generation and appointment setting to email marketing and pay-per-click advertising, we’ve got the team, the technology, and the experience to deliver those results and help your business succeed.