Connect with the right agents, advisors and RIAs via targeted call center services
No other medium allows you to convey your message quite like a personal phone call. From product marketing, to recruitment, seminar registrations, and event management, our team of dedicated professionals has the experience to deliver the results you’re looking for.
Our team works exclusively within the financial services industry, so we know and understand the market, and more importantly how to communicate with and engage advisors. Our clients range from Fortune 500 insurance carriers, fund companies, securities firms, insurance brokers/wholesalers and others who serve the financial industry. Every client is unique and so every campaign requires a unique strategy and approach.
We’ve developed and executed hundreds of customized call campaigns, so we know how to get results