FinServe Advisors – Enhanced sales support for a growing financial services firm
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."
– James Wilson, Managing Director, FinServe Advisors
Introduction
FinServe Advisors is a London-based financial services firm supporting high-net-worth individuals with tailored investment advice. As they expanded their client base, they needed a more efficient sales support system to keep leads warm and drive conversions.
The challenge
Lead management was inconsistent and client engagement efforts were stretched thin. Without dedicated support, their team struggled to maintain timely follow-ups, prepare personalised presentations, and nurture prospects effectively.
The solution
Outsourcery placed a Sales Support Specialist who quickly integrated with FinServe’s sales team. The specialist took over lead generation, managed follow-up workflows, and created custom sales presentations, allowing advisors to focus on high-value consultations.
The outcome
Within six months, FinServe Advisors improved lead conversion rates by 35% and boosted client engagement by 30%. The streamlined process led to a 25% rise in new client acquisition, supporting the firm’s growth goals.
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.
