Lead Detection with Email Marketing
TBG Group partners with Swindon Financial Services generating Financial Seminars for Education Professionals
Swindon Financial Services is a Partner Practice of St. James’s Place. Based in Swindon and with over 27 years’ experience, they offer both private and corporate clients the highest quality wealth management service, covering areas such as:
- Inheritance tax planning
- Investment advice
- Pensions advice
- Tax planning
- Paying for care
Campaign Objective and Project Background
TBG Group were tasked to identify and contact Schools in Swindon and the surrounding areas, to offer seminars, with regards to the teachers’ Pension scheme and the local government Pension scheme.
Project execution
TBG Group’s primary objective was to provide information regarding the free service Swindon Financial Services were looking to provide, along with gauging the level of interest.
TBG Group met with Swindon Financial Services prior to the commencement of the Campaign. This allowed them to provide training to TBG Group Agents around the purpose of the seminars, discuss the desired outcomes and subsequently set targets. TBG Group Agents were then fully equipped to engage in a credible dialogue with decision makers, handle objections and propose the most relevant elements to each decision maker. TBG Group liaised closely with Swindon Financial Services to clarify any issues or send ‘more information’ emails to Schools, who were interested in booking seminars.
Results
TBG Group identified an alternative route to market, using Email and Outbound Dialling, thus providing excellent opportunities to book seminars; allowing TBG Group to speak to decision makers easier, as well as contacting a large number of Schools, in a shorter time period.
TBG Group also allowed Swindon Financial Services to identify larger groups of schools (Trusts); adapting the overall Campaign in a more positive way, for future opportunities. Utilising outbound dialling allowed TBG Group to gather valuable insight and intelligence around the requirements of the target audience.
Achieved success using:
Email Marketing
Consistent, intent-driven E-mails to existing or pre-brought datasets accompanied with detailed reporting segments outlining areas for refinement before the next E-mail send.
Lead Generation
Engage with the correct decision maker at their level to establish opportunities within your chosen sector. We use intelligent non-scripted conversations to maximise your success rate and dramatically increase ROI.
TBG Group has acted with true professionalism, I feel as though they have been able to perfectly capture the purpose of the campaign and execute it seamlessly. We’d have no hesitation in recommending TBG Group and working with them again in the future. We were impressed with TBG Group from the outset.
We’re pleased with the initiative used, the quality of work and the communication of their skilled team. We had seen a better return within the few first weeks than we had achieved with others in the past. We were struggling to find time for our administrator to identify and contact schools to offer them our expertise as well as our services. We wanted to be able to concentrate our time on prepping for our seminars so sought after some additional help.
After contacting TBG Group we were able to put a plan together and start the ball rolling.
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.