Commercial Prospecting for Financing Players
We generate 150-1000+ qualified appointments per year thanks to multi-channel BtoB prospecting strategies (email/telephone)agence de prospection B2B est de vous aider à générer 150 à 1 000+ rendez-vous qualifiés par an, via des stratégies de prospection multicanales mêlant email et prospection téléphonique.
Why is prospecting a key issue for financial services?
For financial services, growth is largely based on the ability to generate new customers on a regular basis. Commercial prospecting allows financial services not to rely solely on word-of-mouth or recommendations, which are often insufficient to support sustainable development.
Financial services generally operate in a competitive environment, where decision makers are in high demand. Without a structured and targeted prospecting strategy, it becomes difficult for financial services to identify the right opportunities and connect with the right people.
Setting up effective prospecting allows financial services to secure a constant flow of qualified appointments, to anticipate off-peak periods and to better control their commercial growth, regardless of their level of maturity.
“Oliverlist generated a lot of B2B meetings for us (several per week), which were always very qualified, which
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Pourquoi faire appel à une agence de prospection B2B ?
Sign 30 to 50 additional customers per year
Focus on selling while we generate qualified opportunities for your business
Prospects addressed/year
for each of our customers*
Argumentative conversations
by email & telephone*
Qualified appointments generated
per year*
New customers
generated per year*
Our prospecting methods adapted to financial services
We deploy and manage a complete BtoB prospecting infrastructure for you. You receive the appointments generated by our teams.
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Prospecting by email (cold-email)
Automated & scalable
We create and manage BtoB prospecting campaigns for you targeted at the decision-makers you want to reach.
Multi-channel sequences
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A/B Testing
Reputation Management
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Telephone prospecting
Human + AI
Our BtoB telephone prospecting experts call your prospects, helped by AI, to maximize the qualified appointments generated.
AI adaptive scripting
Optimal timing
Certified experts
How we generate qualified appointments for financial services
We transform your targets into business opportunities thanks to a proven methodology that combines proprietary technology and human expertise.
Before Oliverlist
Strategy
Data
Infrastructure
Execution
After Oliverlist
Strategy
Before Oliverlist
Strategy
Data
Infrastructure
Execution
After Oliverlist
Résultats obtenus pour des entreprises de
Financial Services
Notre agence d'externalisation de la prospection BtoB vous permet de vous concentrer sur la vente, pendant que nous générons des rendez-vous qualifiés pour vos équipes commerciales. Nous travaillons principalement avec :
Pourquoi les cabinets de recrutement choisissent Oliverlist
Since 2019, Oliverlist has been the leading prospecting outsourcing agency for BtoB service companies, as well as in +50 other industries. Here's why:
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+28,000 qualified appointments generated per year for our customers
Since 2019, we have been analyzing millions of data (emails, calls, campaigns) to create the most effective strategies. With Oliverlist, you rely on proven expertise and concrete results.
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Artificial intelligence at the heart of our platform
Our platform integrates AI at each stage: real-time coaching, intelligent scoring, A/B testing, optimized writing... Result: +160% of customers signed on average on the targets given.
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People first and foremost, for more advanced support
Our teams become an extension of yours. You benefit from specialized, certified and experienced experts who are able to manage your project with precision and efficiency.
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A single expertise: BtoB
We focus exclusively on B2B prospecting, with a thorough understanding of the codes and challenges specific to this market.
Frequently asked questions about prospecting for financial services
How do I find customers for financial services?
For financial services, the search for new customers is based on targeted and regular prospecting. The most effective methods generally combine cold email, telephone prospecting and precise targeting of decision makers. The main challenge is to generate qualified appointments that are genuinely interested in your offer, while respecting the sales cycle specific to financial services.
Is B2B prospecting suitable for financial services?
Yes, provided that the strategy is adapted to the specificities of the sector. B2B prospecting works for financial services when the messages are personalized, the targeting is accurate and the approach is multi-channel. A generic approach gives few results; a sectorized approach, on the other hand, makes it possible to capture the attention of the right decision-makers.
What prospecting methods work best for financial services?
The most efficient methods for financial services are: personalized cold email, oriented to business problems, telephone prospecting, to qualify needs, a multi-channel approach (email + telephone). These channels make it possible to come into direct contact with decision-makers and to optimize the appointment rate.
How many appointments can lead to leads for financial services?
The number of appointments depends on the targeting, the message and the volume of actions carried out. On average, a well-structured prospecting campaign allows financial services to generate several qualified appointments per month, with a higher conversion rate than non-specialized prospecting.
How much does a prospecting campaign for financial services cost?
The cost of a prospecting campaign varies according to the scope, the channels used and the volume of contacts. The objective remains the same: to obtain a controlled and profitable cost per appointment compared to the average value of a client for financial services.
Why outsource prospecting when offering financial services?
Outsourcing prospecting allows financial services companies to focus on their core business while ensuring regular lead generation. This provides access to tools, data and dedicated expertise, while avoiding the costs and constraints associated with in-house prospecting.
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Nos solutions de prospection adaptées à chaque secteur
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