B2B Appointment Setting
Experienced U.S.-based callers qualify your target accounts against your criteria and book timed meetings onto your reps' calendars.
Explore appointment settingFinancial services · B2B appointment setting
Firm appointments with investment decision-makers.
Reaching high-value decision-makers in financial services is hard. Our experienced, U.S.-based callers remove the barriers and secure firm appointments for your team, under your brand.
Discuss your campaignBuilt for your industry
- Agents with financial-services experience
- Paid for their time, not per meeting
- A test campaign before any commitment
- Full visibility, every day
Talk to a B2B sales specialist
Tell us about your goals. We’ll help you plan the right campaign.
U.S.-based callers · 20+ years in B2B sales
20+years putting U.S.-based B2B callers in front of decision-makers
About this industry
Financial Services
High-Value Decision Makers = Growth Opportunities With the Right Lead Generation Efforts
Reaching high-value decision makers in the financial services industry can be a challenge for many firms. However, with a service like Intelemark’s, we remove the barriers to secure firm appointments for you. When you look at our track record, you’ll find we’ve had tremendous success, because we understand the market, and how to execute, test, and refine our strategies with proven methodologies.
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A majority of our clients discover that we achieve a higher amount of quality leads than other vendors and even their own inside sales team. Our results speak for themselves! And our many loyal, returning clients are a testament to the results we achieve on their behalf.
Some of the key contacts your firm needs to target may include reaching decision makers in the following areas in which we have significant experience:
- Hedge Funds, Limited Partnerships, and Emerging Growth Companies who control the decisions regarding investment strategy
- 40I(K) and Employee Benefit administrators
- CPA Alliances
- Banking
When Intelemark works with you, we customize our financial services lead generation and appointment setting services to accommodate your business model.
And, when you plan conferences, seminars, or webinars to inform decision makers on new financial products, solutions, or to keep them ahead of the curve regarding new oncoming financial regulations, we offer event and tradeshow support services to ensure your event is well attended. Intelemark also provides critical post-event follow up services as well.
Creating custom telemarketing campaigns that resonate with decision makers is where our expertise lies. It simply ensures the campaign efforts are optimized for success.
Contact Intelemark today to understand how a customized financial lead generation campaign can drive outstanding results for your company.
Confidence in every conversation
Committed to quality.
Built on trust.
Financial decision-makers don't take meetings from scripts. They take them from people who understand their business.
Experienced people, representing your brand
U.S.-based callers learn your offer, your buyers and your qualification criteria before making the first call.
Awards & recognition
A commitment to service quality, customer experience and accountable campaign delivery.
Compliance & quality standards
Processes focused on data protection, quality assurance and the responsible handling of your customer relationships.
Certifications, awards & associations
Experience that shows
Why businesses choose Intelemark
Build a stronger pipeline.
Start with a conversation about your buyers and goals.
Where financial-services pipelines leak
The gaps costing you meetings.
- 01
Decision-makers you can't reach
The people who control investment strategy are guarded and pitched constantly. Generic outreach never reaches them.
- Agents with prior experience in investing and financial services wherever possible
- Messaging developed with you before the first call
- Persistence without pressure
- 02
It's not a one-call close
High-value financial buyers rarely say yes on the first conversation. A single dial gives up too early.
- Multi-touch nurturing: email plus phone
- Warm prospects tracked until they're ready
- Appointments when the timing is right, not forced
- 03
Reps prospecting instead of advising
Your advisers and bankers spend hours on cold outreach instead of client work.
- Experienced callers take over first contact
- Meetings land on your team's calendar, qualified
- Every meeting arrives with a full lead profile
- 04
Seminars and webinars that don't fill
New products and new regulations need an audience, and invitations alone don't get one.
- Personal calls to the decision-makers you want in the room
- Reminder calls before the event
- Registration lists you can trust
- 05
Event leads nobody follows up
After the seminar, interest fades within days if no one calls.
- Post-event follow-up calls
- Interested attendees booked for a meeting
- Feedback on what resonated
- 06
A message that has to be exactly right
In financial services, the wrong word costs trust. Your brand can't be left to a script reader.
- Your messaging, your voice, your compliance notes
- Calls recorded and reviewed
- Agents who represent you as your own team would
What we deliver for Financial Services teams
60%incremental business for Health Equity, an HSA administrator, with 800 appointments set in a single year.
- Multi-touch nurturing for buyers who are never a one-call close
- Event and webinar support around new regulations
- Execute, test and refine with proven methodology
How a Financial Services campaign works
A test campaign first, so you see your real run rate before you scale.
- 1DiscoveryWeek 1We learn your offer, brand, buyers and market before the first call.
- 2Your criteriaWeek 1You define what qualified means. No one-size-fits-all script.
- 3Data & messagingWeek 2We clean your list or build one, and write talking points that protect your brand.
- 4Test campaign live≈ Day 14At least two dedicated callers establish your real run rate.
- 5Report & scaleThenDaily reporting and call recordings. We add callers once the numbers work.
Who we reach in Financial Services
Campaigns customized to your business model, aimed at the decision-makers your firm needs in front of it.
Hedge funds & limited partnershipsThe people who control investment strategy, with portfolios measured in the billions.
Emerging growth companiesFounders and finance leads who decide where the next round goes.
401(k) & employee benefit administratorsBenefit and retirement-plan decision-makers at employers of every size.
Health plan benefit administratorsThe teams that choose and renew health and HSA programs.
CPA alliances & bankingAccounting alliances, banks and the advisers who refer them.
Included with every campaign
At least two dedicated callers, paid for their time, not per meeting.
Dedicated account manager
One accountable owner for your campaign, start to finish.
Data manager
We clean your list or build a fresh one before the first call.
Call notes & recordings
Hear exactly how we represent your brand on every call.
Daily reporting
Activity, conversations and meetings, reported from day one.
Discover our services
End-to-endB2B pipeline services
Services for Financial Services sales teams, all run by the same experienced, U.S.-based callers who already speak your buyers' language.
Talk to an expertB2B Sales Lead Generation
We find prospects who match your criteria and agree to take a call from your team, so your reps start with a real conversation.
Explore lead generationEvent Registration
Drive attendance at trade shows, road shows, seminars and webinars — then follow up.
Explore this serviceTradeshow Support
Pre-show calling to book booth visits and fast post-show follow-up on every scan.
Explore this serviceB2B Sales Lead Qualification
We call your marketing, inbound and event leads, verify need, authority and timing, and pass only the sales-ready ones to your reps.
Explore lead qualification
Industries
Callers who already speak your buyers’ language.
We assign a manager and calling team with experience in your industry, so from day one we hit the ground running.
Good questions. Clear answers.
Before we
make the first call.
What to know about financial services, from qualification to campaign launch.
Decision-makers at hedge funds, limited partnerships and emerging growth companies, 401(k) and benefit administrators, health plan administrators, CPA alliances and banks: the titles you define.
What clients say
An extension of their sales team.
Sales and marketing leaders on what it is like to work with our callers.
15+
appointments a week, more than their in-house reps
“Intelemark was consistently setting 15+ appointments per week for us, which by the way, is more than our most experienced in-house sales reps would be able to accomplish! And these meetings led to opportunities and closed revenue.”
Simply put, Intelemark has delivered for us. More appointments and more well-qualified leads. We tried other agencies – Intelemark outperformed all of them.
Chief Marketing OfficerIndustry leader in display and video conferencing solutions Before the first call was made, they made sure they understood our products inside and out so the call agents could speak knowledgeably about our products to prospects.
Jill R.Senior Account Executive, Bespoke Software Their proven ability to work with customized scripts, ask the right questions and provide meaningful feedback on call campaigns has resulted in many great opportunities.
EugeneVP of Sales, Medical Bill Review Services I can't thank you enough for this quick turn-around. Honestly your team was incredible. There is no doubt I will be utilizing you for this time and time again. Your team and the expertise and professionalism were very refreshing.
GregDirector, Customer Insights, Fortune 100 Global Healthcare Company
