Telemarketing in Financial Sector

Telemarketing for any sector is a tricky proposition

. It becomes even trickier when it's the financial sector that we are talking about. The criticality comes from the numerous scams and fraudulent activities that have cropped up in telemarketing services of late. The situation has to be handled with some maturity from both ends. BPO agents have to careful about what they are doing and what questions they are asking in the course of their lead generation. Similarly, the customers who receive calls have to be aware of how much information they are divulging to the agents who call them up. There must be considerable caution at both ends to move things smoothly. Let's check out the exchange from both perspectives.

We will take up the perspective of the call center company first. The key to begin a telemarketing project in the financial sector is to plan in advance. You have to train your agents on how they are going to approach their target callers. Money is a touchy issue for many. It's truer for those in debt. You cannot make them feel slighted at any cost. You have to ensure that the callers feel free about sharing their concerns with the agents. Winning their trust is the key. Also, when you are offering them services like debt consolidation, callers are more likely to hike up their expectations to an impossible degree. They may expect you to work wonders with their debt condition. Your agents have to make it clear at the very onset what you can do.

The next big thing to keep in mind for call center services is to give a serious thought to what details you want to share with your agents. Make a draft of the questions that your agents will ask. This is important because callers would smell rat if the questions are exceeding the admissible jurisdiction. Financial details are secrets for all consumers. They wouldn't want those details to be made known to agents. In fact, asking the wrong questions would end up tagging you as a fraudulent firm! You have to check with the experts in the financial sector to find out the permissible questions. Also, keep monitoring the calls that are being made so that you know that the agents are sticking to the plan. If there are any discrepancies, your call center would be held responsible.

From the perspective of the consumers, using telemarketing services for your financial problems is an inspired idea. However, you have to exercise caution. You need to know that your financial details are not to be divulged to any call center. Double check for facts and data before you commit to anything. There are plenty of fraudulent call centers out there that run scams by making use of the data that you provide them. Tackling that menace would depend largely on how vigilant you are. For example, if you feel that the agent is breathing down your neck, it's time to disconnect the call. Do not compromise on any account.

Telemarketing in Financial Sector

By: jems hug

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