ContactDB Assists Global Financial Consultant Cope with Technological Pivot

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Sales Qualified Leads
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Highly Convertible Leads
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Request for Information
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Industry

Finance

Location

United States

Headquarters

United States

Campaign Type

Appointment Setting/Lead Generation

Target Location

California and Mexico

Target Industry

All Industries

Target Decision makers

CFO, CHR, CEO, CIO

About

The Client is a global leader in financial consultation that helps growing establishments address common financial concerns. They offer top-of-the-line financial products, such as asset allocation, insurance, employee benefits, tax planning, wealth management, and annuities to thousands of businesses worldwide.

The Challenge

Recent technological advancements in most of the companies in the Client’s industry has prompted the Client to digitize their operations. They have acquired new tools and developed digital strategies to improve customer experience and help increase business growth.

Transforming company processes, however, proved to be challenging for the Client. The Client also recognized that they needed help in the phase by phase integration of the new systems, and additional support for their marketing needs.

An affiliated company referred the Client to ContactDB due to its track record and demonstrated expertise in marketing. With ContactDB’s 360-degree marketing approach to lead generation and appointment setting, the Client found a way to cope with the rapid evolutions in the finance industry.

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