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Financial Services

Customer Relationship Management (CRM) challenges in the Financial Services Industry

  • Moving from a product-centric to a client-centric orientation;
  • Moving toward relationship-based client service, value assessment, and product marketing;
  • Integration of financial planning as a core competency and relationship service;
  • Moving toward a consolidated informational desktop for both retail and institutional markets;
  • Moving to relationship value-based service pricing;
  • Enhancing multi-channel service and client value-based segmentation.

In the highly competitive financial services market, Response Marketing services takes a best practice approach to handling your customers:

  • Securely;
  • Efficiently;
  • Effectively.

We carefully screen our partner contact centers to find representatives with strong communication skills and a keen eye for details. Each representative is fully screened for both criminal records and acceptable credit.

We protect your data with dual firewalls, continuously updated anti-virus software and router-to-router encryption over a virtual private network.

Our fully redundant infrastructure ensures that your applications and data will be fully available at all times.

Response-Marketing's range of services specific to the Financial Services industry includes:

  • Mortgage;
  • Lead Generation and Qualification;
  • Loan Application Processing;
  • Payment Processing;
  • Balance Transfer and Consolidation;
  • Customer service / FAQs;
  • Account Information;
  • Cross-selling and Up-selling Services;
  • Credit Card Services.
+1 514 392-0224  square 5511 Upper Lachine Road, H4A 2A5 Montreal, QC, Canada  square  info@response-marketing.ca