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Financial Services Consulting

QualPro works with financial institutions to improve call-center operations and increase marketing effectiveness.

Sales & Revenue    

  • Call Center Sales    

  • Existing and New Product Credit Card Sales     

  • Inbound Call Center Revenues  

  • Customer Retention    

  • Conversion Rates     

Marketing Strategy

  • Direct Marketing

  • Outbound Telemarketing

  • Digital Marketing

  • Consumer Insights

  • Pricing Strategy

With mobile banking, digital marketing, and government regulations creating new opportunities for growth, financial services organizations must adapt quickly to evolving market trends and develop disciplined, value-driven strategies for success. 

 

QualPro partners with clients within the asset management, banking, capital markets, and insurance sectors to address operational challenges and optimize customer care.  Our consultants work with clients to increase sales and revenue, while decreasing costs and improving both new customer acquisitions and long term customer relationships.  By combining our expertise in big data analysis and advanced testing methodologies with our unique approach to developing marketing and sales strategies, we empower our clients with decision-making insights and smart tools to achieve competitve edge.

"By the time you figure out what to do, the marketplace has changed. We needed something that was going to get us there quickly. So of course the solution was QualPro."

 

Director

American Express

"There is almost no end of things that we can test and in a very short period get some answers. The payoff was huge. Things that we found had opportunities in the hundreds of millions of dollars."

 

General Manager Agent Sales

Progressive Insurance

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