Expat Focused Financial Planning Firm Expands in Niche SG Market [CASE STUDY]

Expat-Focused Financial Planning Firm Expands in Niche SG Market

46 Sales Appointments

109 MQLs

392 Prospects Reached

Industry
Financial Services
Location
Singapore
Headquarters
Singapore
Campaign Type
Phone Appointment Setting
Target Location
Singapore
Target Industries
Consumers
Target Decision Makers
UK Expatriates

The Client

The Client is a Singapore-based financial advisory firm that specializes in tax, investment, pension, and estate planning for British expatriates living in SG.

The Challenge

The firm underwent administrative and operational streamlining. One area impacted by the changes was customer acquisition. The new business development strategy assigned prospecting and nurturing responsibilities into a single in-house team, which sometimes resulted in the same individual doing the tasks of researching prospects, screening contacts, booking introductory meetings, and following up on opportunities.

The client wants its business development team to concentrate on bottom-of-funnel activities, so that they can devote more time and effort to crucial points in the conversion funnel. The firm plans to delegate most activities in its current prospecting process to a reputable third-party provider.

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