Financial Services Surveying
Find out what your clients really think whilst uncovering new product and service opportunities
In recent years there has been a surge in the popularity of using online surveys, however it isn’t always the most effective way to carry out a survey. Instead, the friendly and infinitely more personal approach of a phone call can yield excellent results and a higher response rate and can.
We have extensive experience of conducting telephone surveys amongst consumer (B2C) and business to business (B2B) audiences across numerous industry sectors so if you want to receive great results on your next campaign, contact us today!
Surveys have the potential to harm your business reputation if they are executed incorrectly. Therefore, getting the approach right is critical – we will work with you across all aspects of the campaign prior to launch from survey design and scripting to data collection requirements to ensure that the best results are being delivered to for you from a phone survey.
Our telephone-based surveying service caters to a diverse range of business needs. Whether you’re in market research, healthcare, education, finance, or any other sector, we have the expertise to meet your surveying needs. Our experience includes:
- Customer satisfaction & NPS surveys
- Employee engagement surveys
- Market research surveys
- Prospecting surveys
- Risk and Compliance surveys
- Mystery shopping surveying
- Household/Lifestyle surveys
- Member surveys
- Product feedback surveys
- Event and conference feedback surveys
Broader Reach
Personal Touch
Brand Perception
Immediate Feedback
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.