Outsource2india Delivered Appointment Setting Services to a Financial Services Firm

Case Study on Appointment Setting Services for a Financial Services Firm

The Client

The client we served is based in the US and is a leading player in the US financial services industry. The company works closely with clients to understand their financial issues in order to better resolve their debts and refer them to attorneys with the sole purpose of helping them achieve true financial freedom.

Client's Requirement

Outsource2india was approached to set up appointments for the client's internal sales team. We also needed to have a team covering all the US shifts.

Project Challenges

The client was looking for an outsourcing partner that could provide professional agents to call up customers and set up appointments with the utmost professionalism so that the brand image of the company was also protected. They also wanted to scale at the most competitive prices and wanted us to provide agents covering all the US shifts.

O2I's Solution

O2I undertook the challenge by getting our Phillipines resources on the job. We shortlisted and onboarded 5 professional agents within 7 business days and these agents began delivering high-quality results right from day one.

The Result

The client is extremely pleased with the outcome. The team grew from an initial headcount of 5 agents and now stands at 10 agents. The client is also looking to add a sales team to close sales calls soon.

Outsource Appointment Setting Services to Outsource2india

Outsource2india is the premier choice of global businesses when it comes to appointment setting services and other call center services. We are backed by 27+ years of solid experience serving diverse clients across industries and regions. Our team can prioritize our clients' requirements and deliver results that surpass what is expected, resulting in delighted customers. With a strong presence in over 160+ countries, we're perfectly poised to deliver relevant and cost-effective services that unlock new opportunities of growth.