Lead Generation & Referrals - Financial Services

How many leads and new opportunitiies is your organisation generating?

Our experience has told us that many organisations struggle when it comes to cross selling and up selling.  Although they are two of the most important factors in enhancing revenue and profit in the financial services sector, they are two of the most poorly executed strategies.

What if we could help you to generate new leads from your own existing client base?

We use our surveys to do just that.  We canvas your clients (and this could be part of a client feedback survey, part of our simple market research package or a bespoke process we do just for you) and understand what issues they have and how they feel about the way you provide advice and the products you sell them.  We can do this as a one off project, annually right through to monthly.

Whatever the survey we are delivering for you, we'll build in the opportunity to obtain referrals and you'll be surprised how many of your clients will offer a name forward for you to make contact with.

That means you avoid having to be too slick and salesy when face to face with your clients.  You don't have to feel self conscious about asking for new business contacts from those people you've grown to know well down the years.

Even if you only convert one into a client from each exercise, that could make a considerable impact in fees and trail commission over the lifetime value of that new client.

We'll pass the referrals to you so you can start talking face to face with the new prospects and you can get to work generating extra fees and enhanced profitability.