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How we help Financial Services firms engage with their customers

The Business Generation Group (TBG Group) is vastly experienced in working with clients within the Financial Service sector and understand the unique challenges and dynamics of the financial industry. Our team of experienced professionals has a deep understanding of the products, services, compliance requirements and nuisances of the industry allowing us to provide fully tailored telephone-based and digital marketing campaign solutions that align with your specific needs. 

With our expertise and industry knowledge we recognise that every financial service firm has unique goals and requirements. That’s why we offer fully customised telephone services and digital marketing solutions tailored to your specific needs. Whether you are looking to expand your reach, increase brand awareness, generate leads, increase your customer base, contact clients for feedback, conduiting surveys, perform market research, cleanse data, or run an email marketing campaign; we can help. 

How we help Financial Services firms

The Business Generation Group (TBG Group) is vastly experienced in working with clients within the Financial Service sector and understand the unique challenges and dynamics of the financial industry. Our team of experienced professionals has a deep understanding of the products, services, compliance requirements and nuisances of the industry allowing us to provide fully tailored telephone-based and digital marketing campaign solutions that align with your specific needs. 

With our expertise and industry knowledge we recognise that every financial service firm has unique goals and requirements. That’s why we offer fully customised telephone services and digital marketing solutions tailored to your specific needs. Whether you are looking to expand your reach, increase brand awareness, generate leads, increase your customer base, contact clients for feedback, conduiting surveys, perform market research, cleanse data, or run an email marketing campaign; we can help. 

Recent Financial Sector Projects

Why choose TBG?

01.

Preparation

The preparation phase is the foundation of a successful campaign. During this stage, we will conduct an on-boarding session to discuss your business, products/services, campaign objectives and pain points along with persona building of targets you want to engage with. This will all be completed with a dedicated Account Manager, who will handle the day-to-day management of your campaign going forward.

02.

Execution

The execution phase is where the campaign comes to life. During this step, your dedicated Account Manager will review and monitor your campaign’s performance daily, manage the quality control, identify any trends or outcomes that are affecting performance.  These insights will help identify areas of improvement and enable us to make real-time adjustments if needed.

03.

Conclusion

The campaign conclusion phase marks the final step. Here, we will evaluate the campaign’s overall success based on the established objectives. We will analyse the data collected during the execution phase and measure the campaign’s effectiveness against key metrics and agreed goals.  During this review, will identify strengths and weaknesses, understanding what worked well and what could be improved. These insights will be valuable in refining the campaign for the future.

Get in touch

Our team is ready to discuss your requirements, understand your goals, and create a customised campaign that will drive tangible results. Contact us now! 

Get in touch

Our team is ready to discuss your requirements, understand your goals, and create a customised campaign that will drive tangible results. Contact us now! 

Testimonials

"TBG 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 and working with them again in the future."
swindon-financial-services-logo
Jordan Toomer
Chartered Financial Planner - Swindon Financial Services
"TBG 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 and working with them again in the future."
swindon-financial-services-logo
Jordan Toomer
Chartered Financial Planner - Swindon Financial Services