Pipeline

FINANCIAL SERVICES

The financial services industry is now focusing on reducing costs while organically building their customer base. Business challenges brought about by globalization, consolidation through mergers and acquisitions and newer, complex service offerings are forcing leading companies to differentiate themselves through innovative and cost-effective marketing and services to new and existing customers.

Callbox provides customer contact services specifically designed to support the customer relationship management strategies of today's financial institutions. We design, build and run innovative and low-cost customer care solutions for banks, credit grantors, mortgage companies and diversified financial institutions that enable these companies to stay competitive.

Having worked with leading financial service providers, we take pride in helping refine sales, marketing and service offerings. By tailoring solutions to suit your needs, we help you generate additional revenue for your business and help retain and grow your customer base.

Our services include:

  • Lead generation
  • Company profiling
  • Data management
  • Sending prospects information
  • Setting appointments with prospects from mailings or conventions

Among the business financial services we are capable of marketing for our clients are:

  • Check Guarantee Services
  • Cost Management Consulting
  • Debt Collection Services
  • Expense Reduction Consulting
  • Invoice Discounting
  • Real Estate Commission Factoring
  • Corporate Cost Reduction
  • Risk Management
  • Accounting and Payroll Services
  • Tax Consulting and Preparation
  • Merchant Services
  • Billing and Consulting
  • Insurance Services

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