How our solution help our clients

Pension Appointment Generation Campaign Case Study

Our client wished to engage with lapsed (legacy pension) customers, offering them a free, no obligation service driven appointment with a qualified Financial Advisor, to discuss potential changes around their circumstances, making sure the clients were offered the best advice that suited their personal/individual circumstances. The client had in excess of 600 firms in the network that required this service to be conducted over a 3-year period.

IFA Compliance Campaign Case Study

Our client required an entirely independent Outsourcer to complete their own UK Advisors Compliance Review Calls, for the following advice areas – Mortgage, Protection, Wealth and Lifetime Mortgages

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