Complete Results
Qualified Appointments
46
Follow-ups
39
Requests for Information
70
Prospects Reach
392
Key Highlights
- Completed a highly successful campaign for an SG financial advisory group targeting a niche market
- Enhanced quality of sales conversations by enabling the Client’s in-house team to concentrate on bottom-of-funnel engagement
- Accelerated the Client’s conversion cycle through a combination of personalized emails and targeted calls
About the Client
Headquarters
Singapore
Industry
Financial Services
Location
Singapore
Target Audience
Decision Makers
UK Expatriates
Industries
Consumers
Locations
Singapore
The Client
The Client is a Singapore-based financial advisory firm that specializes in tax, investment, pension, and estate planning for British expatriates living in SG.
The Challenge
The Client offers several lines of financial planning services to expats currently working and residing in Singapore. The firm’s client portfolio primarily consists of UK expatriates, which has seen a steady year-over-year growth since its inception. The Client has also received a number of industry awards and recognition as one of Singapore’s leading and most trusted financial advisory groups.