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FinServe Advisors

Enhancing Sales Support for FinServe Advisors

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Introduction

FinServe Advisors, a financial services firm based in London, offers investment advisory services to high-net-worth individuals. To expand their client base, they needed efficient sales support for lead generation and client engagement.

The challenge

FinServe Advisors faced challenges in managing sales leads and client follow-ups, leading to missed opportunities. They needed a solution to streamline their sales processes and improve client engagement.

The solution

Outsourcery provided a virtual business assistant to handle sales support tasks, including lead generation, follow-up scheduling, and preparation of sales presentations, allowing FinServe Advisors to focus on client consultations.

How we got started

The assistant was integrated into FinServe Advisors’ sales team, trained on their CRM, and aligned with their sales processes. The initial focus was on improving lead tracking and follow-up efficiency.

The outcome

FinServe Advisors saw a 35% increase in lead conversion rates and a 30% improvement in client engagement. The efficient sales support process contributed to a 25% increase in overall client acquisition within six months.

Our client's thoughts

"Outsourcery's business assistant significantly improved our sales support operations. Their meticulous approach and dedication were key to enhancing our client engagement," said James Wilson, Managing Director at FinServe Advisors.

Key takeaways

Outsourcery’s business assistant provided effective sales support, leading to increased lead conversions and client engagement for FinServe Advisors.
 

If you’re seeking to enhance your online presence and drive growth, consider exploring how the professional and adaptive services of Outsourcery can support your journey.
Reach out today and start exploring the benefits to your business.


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