Financial Services Email Marketing
Promote your business and services directly to prospects mailboxes and keep your current clients updated
At TBG Group, we understand the power of outreach in the financial services industry. Our Email Marketing and Automation services are tailor-made to help financial service firms engage prospects and reconnect with lapsed clients in a targeted, efficient, and personalized way.
Email marketing is a powerful marketing channel, a form of both direct and digital marketing which can be used promote the products or services offered by your company and keeping that at the forefront of the minds of your customers and prospects.
Email marketing can also be integrating it into your marketing automation efforts, it can help bring your customers’ attention to the most recent products or deals you’re offering. It is can also play a pivotal role in your overall marketing strategy regarding the generation of leads, brand awareness, the building of relationships, or the continuing engagement of customers between purchases through various types of marketing activities.
Our experienced email team can take care of everything from segmenting your data to building contact list data to use for campaign; from sending out a single email campaign through to full automated user response-based campaign and strategy.
The creatives and campaigns are devised in collaboration with you to ensure that pain point hooks, unique selling points, etc. are relayed in the email messaging or we can take templates you provide. Any if an automated campaign is decided on then user segmentation, triggers and timings will also be implemented.
Quality
Data
Monitoring and Review
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.