Needs
Being in the financial sector, the client was required to provide a diversified suite of financial services and solutions with compliance calls as part of their services. However, due to a lack of manpower, they were not able to conduct compliance calls effectively.
Services Engaged
- Outbound Call Management
- Database Management and Profiling
- Tele-survey
Solution
Tele-centre was engaged as a third party to provide outbound call management services. We were able to ensure proper procedures that are practiced by our client and managed three different types of compliance calls. We also implemented tracking of aging compliance call-backs via our robust and customised CRM setup.
Outcome
This outsourced solution allowed our client to include more channels of sales such as non face-to-face sales, roadshows, and event-related sales.
They were also able to understand their customers better, achieve a higher contact rate on their compliance calls, and enhance their financial agent sales process.
