Financial Services Lead Generation

Reaching high-value decision makers in the financial services industry can be a struggle for most firms. However, with a service like ours, we’ll remove the barriers to get your firm appointments. When you look at our track record, you’ll find we’ve had tremendous success, because we understand the market, and how to execute, test, and refine our strategies with proven methodologies.

Even our largest clients notice that we achieve a higher amount of quality leads than larger brick and mortar competitors. Our results speak for themselves.

Some of the key contacts your firm needs to target may include reaching decision makers in the following areas:

  • Hedge Funds, Limited Partnerships, and Emerging Growth Companies who control the decisions regarding investment strategy
  • 40I(K) and Employee Benefit administrators
  • Health Plan benefit administrators
  • CPA Alliances
  • Banking

When we work with you, we’ll customize our financial services telemarketing services to accommodate your business model.

And, when you plan conferences, seminars, or webinars to inform decision makers on new financial products, solutions, or to keep them ahead of the curve regarding new oncoming financial regulations, we offer the services to ensure your event stays well attended.

Finally, if you want an edge over your competition, we offer market research services that help reveal the conversations inside your key decision maker’s mind, as it relates to your offering. Creating your telemarketing campaigns to resonate with your decision maker’s thoughts is almost like money in the bank. It simply makes campaign efforts work like a charm!

Contact Intelemark today to understand how a customized financial services campaign can drive outstanding results for your company.

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