Worldwide, cost-saving initiatives and the hoped-for efficiencies of mergers and acquisitions have revealed many new customer-facing opportunities for banks, brokerage firms, insurance companies and real estate organizations. Today, TeamContact helps companies achieve even greater efficiencies by maintaining consistent service across disparate internal entities. This consistency enables customers to transition easily to new brands and new product offerings without experiencing any of the doubt or hesitancy that often accompanies new providers.

In fact, consistency across the entire customer management program helps TeamContact clients retain and grow their customers even in this fiercely competitive global environment. TeamContact’s professional, licensed customer service representatives (CSRs) sell health, life, and property and casualty insurance; support sales and marketing efforts for leading credit card companies; perform online banking services; manage brokerage customers; and offer customer management in all aspects of general traditional banking, including account generation and maintenance.

The Financial Services Industry demands the utmost accountability. As a service business, we continually look forward to each growing opportunity to prove we stand shoulder to shoulder with the best performing businesses. In so doing, we strive daily to outperform our most recent accomplishment, to keep raising the bar. Bring us your greatest challenge. We know we’ve achieved our goal when we achieve yours.

Over the years, we’ve improved our own personal-best time and time again. Many of the programs we’ve engaged on behalf of our Financial Services clients include awareness and sales generation campaigns. Our depth in professional services includes experience in:

Banking Products – supplementing a current account or establishing a new banking relationship

Home Equity Lines of Credit
Debt Consolidation Loans
New Account Acquisition for Money Markets, Certificates of Deposit
Credit Card Account Acquisition, Renewals and Activations
New Business or Roll-over Lease or Lending Applications

Investment Products – generating new account relationships and expanding existing client portfolios

Financial Planning Seminars
Educational Programs
Financial Publications and Newsletter Subscriptions

In each of these areas, we directly support your initial sale and also your cross-sell, renewal, appointment setting, welcome and retention programs. Our solutions approach to contact marketing and loyalty building is all-inclusive to benefit each client and your total account relationships.

Our expertise in applying services germane to the financial marketplace includes:

E-Mail Management/response Services
Class, Seminar & Event Registration
Customer Acquisition
Media Support
Customer Acquisition
Credit Hotlines
Custom Scripted Solutions