Your company strives to distinguish itself from your competition as a financial services leader. Your clients have the awesome power to keep you in business, or not. Committing to an ongoing client retention program with Telcare puts you back in the driver's seat. Knowledge is power, and Telcare specializes in obtaining that customer satisfaction knowledge for you in a high quality, simple, but low cost way.
Just ask Philip Poole, Investestment Advisor Representative for John Hancock Financial Network. Telcare surveys Philip's clients after he has completed the financial transaction, and stays in touch with Philip's clients with Thank You and Birthday cards.
"Telcare has been a great addition to my client retention program. They help me to stay in front of all my clients throughout the year with their greeting cards, and keep me informed of my clients' views of my performance with their surveys."
Long Term TransactionsCompanies that sell long term financial products or services to both business and consumers such as mortgages, insurance policies, securities / investment accounts, and loans or credit lines, often do so once as a single event. However, because you hope that the client will eventually return to obtain more products, and even better, to refer their friends and associates, Telcare recommends the following customer retention program:
Short Term TransactionsShort term financial transactions can include offerings such equipment and vehicle leases, short-term loans, etc. Most of these arrangements are contractual in nature and have a specific time period element and provide an opportunity for you to obtain new business at the end of the time period. The initial contract and the renewal are the keys to the following client retention program:
To obtain a quote for either of these great programs, please contact Telcare today.
How do you know you need us?
Of course all companies and organizations can benefit from putting more effort into their customer retention programs. The question is...do you need our assistance? We've devised this easy 5-question test to determine your emphasis on customer satisfaction. The best part is that the questions are windows into how we can assist you!
Take this easy test and see how you do!