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FMG Success - Superannuation Industry Success

Monday, November 02, 2015 Back

Many businesses struggle to generate a consistent number of good quality sales leads that will enable them to achieve their revenue, profit and growth objectives. Superannuation funds and managers are no different.

At FMG we can support your sales or business development team generate qualified sales, through generating leads, opening sales conversations and setting appointments. In the past year, we’ve uncovered sales opportunities that have resulted in millions of dollars of new business for our clients. Selling on the phone is all we do. We have the specialist expertise to help you begin a host of lucrative new business relationships.

FMG have worked on thousands of campaigns covering a wide range of industries, products and services. Superannuation is one area we have had plenty of experience in – from industry funds to a leading wealth management company providing superannuation advice and solutions to corporate, institutional and retail customers.

In recent times FMG has worked for 4 main superannuation clients. In total we have completed over 3,300 hours of calls for these clients with the focus on gaining an understanding of the prospects current situation with regards to Superannuation and making face to face appointments to discuss further. Have a look at what a few of our superannuation customers have to say.

Appointment setting and locating lost super campaigns for Equip Super

‘We initially gave FMG a six week assignment to generate new business leads in the large corporate space. Our expectations for the number of appointments have been smashed and we are now into our second year with them, with pretty much the same representative working on our account for the whole period. They are easy to deal with and have become an invaluable extension of our sales effort.’

FMG have worked with Equip Super for a number of years and continue to do so. So far over 2,700 hours of calls have been completed over a number of campaigns. Originally approached by Equip to run a short term lead generation campaign to present their services to businesses in the large corporate space, booking face to face appointments with organisations to review their current fund and provide a comparison.

Due to the success of this original campaign the appointment setting campaign has continued for over 1,144 hours with 299 face to face appointments booked with new corporate prospects. As well as appointment setting FMG has also worked on 2 additional campaigns – the first assisting clients in maintaining and rolling over their super with 766 hours completed and over 1,400 clients assisted. Finally 834 hours were completed contacting current clients and updating the contact details of over 4,300 clients.

Lead Generation for a market leader in wealth management

Our client is a market leader in wealth management with over $130 billion in funds under their management. FMG was approached by this leading wealth management company to assist with a lead generation campaign.

Over 300 hours of calls were made firstly gaining an understanding of the organisations current situation and then explaining that our clients offering - a market leading corporate superannuation fund, with simplified administration, education for your staff on financial matters and a market leading employee benefits program. The ultimate aim of the calls was to book face to face appointments to discuss further.

With 85 face to face appointments made over the duration, the campaign delivered a healthy pipeline of opportunities to our client to follow up with over the following weeks and months. In addition details regarding the current fund, the returns, fees and fund management were also captured for future use by our client.

Face to face appointments for a provider of premium financial services

Our client is a leading financial services company dedicated to providing a premium range of financial services to corporate and private clients in the areas of superannuation, investment and wealth management. FMG was approached by this client to assist with a campaign designed to book face to face appointments for the sales team to meet with prospects and provide a proposal for their services.

With an initial campaign running for 129 hours the campaign was designed to explain our clients offering as well as collect information from the prospect with regards to which current fund is their default fund, what the current fees and charges are as well as how they feel their fund manager is performing, and attempt to book face to face appointments. 21 face to face appointments were booked as well as collecting details on current funds which will assist our client with future pipeline building for those not interested now, but may be interested in their services in the future.

Professional lead generation, appointment setting, call centre and customer service solutions

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  • Our purpose built CRM tracks outcomes and reports results
  • We have designed hundreds of successful campaigns
  • Many clients achieve a positive ROI within the first 3 months

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  • Our dynamic office encourages and rewards results
  • Our team delivers consistent results for our clients