FLG helps companies just like yours …
- Turn more financial services enquiries into business
- Create an immediate relationship with your customers
- Spend less time on sales admin
- Seamlessly integrate with financial systems
- Increase your chance of gaining repeat business
Turn more financial services enquiries into business
With FLG financial services lead management, you can ensure that as soon as a lead arrives it is allocated, prioritised and contacted in a fast and consistent manner. This automated process keeps your customer informed and gives them confidence that you have received and are processing their enquiry. Engaging with your customers properly at the beginning of their journey significantly improves the chance of winning their long-term business.
Create an immediate relationship with your customers
As soon as contact is made with your business, however that may be, you can create an instant feeling of responsiveness by having the FLG financial services lead management system automatically reply with a holding email, ask more questions via text message or even schedule for a physical document to be automatically sent out.
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Spend less time on sales admin
FLG financial services lead management takes the hard work and administration out of dealing with new and existing customers. Standard templates, communications and responses can be created in advance to be readily available at the click of a button. Send out your stock forms via post or email and ultimately save time at every step of the way.
Seamlessly integrate with financial systems
Not only is FLG the ideal solution for handling all your inbound finance leads, but it can also integrate with your backend financial platform, allowing you to automatically transfer converted leads - quickly and seamlessly.
Increase your chance of gaining repeat business
Whether it’s a customer that you’ve already worked with or a new prospect, FLG helps you seamlessly run automated marketing campaigns that can be targeted depending on information you hold. Create powerful email campaigns or even embrace direct SMS to stay in touch with your customers and keep them aware of your capabilities, creating loyalty and increasing the chance of repeat business.
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Related articles and case studies
According to the Financial Conduct Authority’s 2017 ‘Understanding the financial lives of UK Adults’ survey, many UK consumers compare financial services providers, but far fewer switch. The main reason given for not switching or shopping around for most products is satisfaction with existing providers – not because it’s difficult or because they don’t know how to do so.
This means that exceptional customer service at every interaction is key to keeping ahead of the curve to gain new business and retain existing customers in a fiercely competitive environment. Talk to us about how FLG takes the hard work out of managing new leads, nurturing prospects and maintaining a long-term relationship with existing customers.