Data Cleansing and Enrichment for Financial Services Firms
Your marketing ROI will suffer if the data quality is poor. Data that is accurate and up-to-date results in better-quality leads and increases sales
Your marketing effort is only as effective as the data that you collect. The impact of your marketing operations is maximised, sales are increased, and the value of each customer over the course of their lifetime is increased when you verify and validate the data for your target audiences.
Our telephone marketing services for enhancing and cleaning up data includes the following:
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Capture of replacement names
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Confirmation and validation of email addresses
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De-duplication of data
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Refreshed addresses
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Enrichment of replacement business contacts
Our specialised telephone agents can compile bespoke data lists containing actionable marketing intelligence and insights that enable you to target high-value prospects and businesses.
Bad data costs money and missed opportunities:
Minimal ROI – If the data that feeds your sales and marketing initiatives is inaccurate or partly complete then your message won’t reach your target demographic, and you will have wasted your investment.
Business Reputation – If your data is sloppy, the marketing message you send out will be useless, and some people may consider it as spam and damaging to your reputation
Poor results – Poor quality data results in low-quality leads, which in turn results in low conversion rates
Personalised experiences for customers – If your data is clean and accurate, you will be able to segment your data and target high-value prospects with content that is specifically crafted for them, which will result in improved customer experiences.
Compliance risk – If data sourced is not opted-in and marketing communications are not permission based, you may be in breach of the General Data Protection Regulation (GDPR) and risk hefty fines.
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.