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The financial services industry was the first to use the telephone as a marketing tool way back in the 20th century. Stock brokers in particular have made extensive use of telephones in their business transactions – a practice which eventually became common among other leading industries. Because of its excellent money-spinning property, telemarketing services has grown so rapidly and is being widely used in different marketing campaigns for companies offering financial services until now.

However, running a telemarketing campaign for a financial services company has its own particular challenges. Careful planning and sufficient preparation are necessary before launching a telemarketing campaign for your financial services business to avoid wasting resources. The following tips should help you make the most out of your telemarketing for your financial services.

1. Define “qualified leads”.

You will not likely find qualified, sales-ready leads if you haven’t come up with your own solid definition of qualified leads based on acceptable set of criteria your business requires. Start out by meeting with your sales staff and agree on the most relevant criteria that will define the kind of leads you want to generate.

2. Look for a likely business match-up.

When you start making lots of calls to random prospect companies trying to convince them to a face-to-face conversation, you might be going about it in the wrong order. Instead, it is more likely for your telemarketing services to have higher call success rates when there is a likely business match-up between you and your prospect. For instance, it is an obvious waste of time and money for a home improvement financing company to call people living in rented apartment buildings.  Read more...

Hartford Financial Services Group Inc – SWOT Analysis company profile is the essential source for top-level company data and information. Hartford Financial Services Group Inc – SWOT Analysis examines the company’s key business structure and operations, history and products, and provides summary analysis of its key revenue lines and strategy.

The Hartford Financial Services Group (The Hartford or ‘the company’) is a financial services company engaged in the provision of insurance and financial services. The company offers annuities, mutual funds, college savings plan, life insurance, non-life insurance, asset management, retirement plans and investment management through its various subsidiaries. The Hartford primarily operates in the US, Japan, Brazil, Ireland and the UK. It is headquartered in Hartford, Connecticut and employs 31,000 people. The company recorded revenues of $9,219 million in the financial year ended December 2008 (FY2008), a decrease of 64.4% over 2007 (FY2007). The operating loss of the company was $4,591 million in FY2008, as compared to operating profit of $4,005 million in FY2007. The net loss was $2,749 million in FY2008, as compared to net profit of $2,949 million in FY2007.

Scope of the Report

– Provides all the crucial information on Hartford Financial Services Group Inc required for business and competitor intelligence needs
– Contains a study of the major internal and external factors affecting Hartford Financial Services Group Inc in the form of a SWOT analysis as well as a breakdown and examination of leading product revenue streams of Hartford Financial Services Group Inc
-Data is supplemented with details on Hartford Financial Services Group Inc history, key executives, business description, locations and subsidiaries as well as a list of products and services and the latest available statement from Hartford Financial Services Group Inc  Read more...

Financial services PR is one of the highly competitive fields today. You will find many firms calling themselves expert in this particular field; however it is always better to validate the track record and credentials of these firms to confirm their expertise. Experienced and efficient firms dealing in financial public relations specialize in the development and execution of various communication programs for companies in finance and technology based industries. These firms help in building recognition and credibility for their clients’ companies, products, services, and brands. They do it through effective public relations and marketing by reaching influential audiences like bank presidents, mortgage professionals, security traders, insurance executives, or bond buyers.

Unlike several practitioners of financial services public relations, the strongest and well-established financial services PR agencies have teams of dedicated, experienced, and efficient professionals working exclusively in the sector of financial services. Clients who decide to partner with these firms will get a team of financial services PR professionals with an extensive and in-depth knowledge of financial services markets, products, services, and service providers. A leading financial services PR firm knows the importance of creating brand awareness for its clients amongst target audiences, such as media, strategic partners, opinion leaders, customers, prospects, employees, and analysts.  Read more...

In this case study, we will explore how a financial services management company automated the printing aspect of their Correspondence Management System to improve the efficiency of the operation and reduce the costs associated with printing and distributing printed communications to their customers.

Company – This Company is one of the world’s leading providers of financial services for corporations, institutions and affluent individuals around the world. The specific entity within the company examined in this Case Study is one that provides fund management services for banks and financial companies around the United Kingdom.

Business Problem – The Company’s Correspondence Management System (CMS) requires many different types of letters to be printed on many different styles of letterhead stationery. Each bank they provide fund management services for has different letterhead paper and different business rules regarding additional pages of standard and/or variable information that needs to be bundled along with the letters being printed (this can be different by type of letter being printed within a single bank also).

To accomplish their letter printing, the CMS user would place the right number of pages of the appropriate letterhead and continuation sheets into a nearby printer, then print the document from within the CMS to the printer they had chosen. As they print they are hoping that:

Nobody else sends any letters to that printer in the meantime

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Dynasty Resources is your Gateway to business in China. Through partnerships with top companies, each specializing in a unique area of China business, Dynasty provides quality services that help you enter the most exciting market on earth. The competition is increasing from domestic and international, traditional, and non-traditional players in the China market.

Dynasty Resources and its financial partners provide the following financial services to Chinese companies:

1. Go public in the United States and become listed on the NASDAQ, the NYSE or Pink Sheets. There are several ways of accomplishing this. Reverse mergers are the most common and least costly method. Please see below for more on Reverse Mergers.

2. Go public in Europe or in the United States by way of Luxembourg, whose rules and regulations are lenient and tax laws are beneficial.

3. Go public by way of a SPAC Special Purpose Acquisition Company. A SPAC is a shell or blank-check company that has no operations but that goes public with the intention of merging with or acquiring a company with the proceeds of an initial public offering.

4. Provide venture capital / private equity investments from top US firms that specialize in China. Investment targets must be profitable and willing to undergo screening by internationally recognized accounting firms.

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