Top B2B Sales Outsourcing Companies for the Financial Services Industry

Lead Gen & Sales Engagement for Crowdsourcing Company

Martal Group has also offered a high degree of consistency. They’re very hardworking and innovative, so they always tell us what has changed, what they’re doing differently, and what new approaches they’re trying. For example, they observe our competitors to see what they’re doing and what results they’re getting.

Staff Augmentation & Advertising for Marketing Tech Platform

They are a hard-working team that acts as an extension of our own in-house efforts.

Lead Generation for Health Data Firm

The team performed and communicated very well with us and the customers. Martal Group understood exactly what we were trying to accomplish, and they worked hard to help us get there.

Customer Support for FinTech Organization

Hugo demonstrated exceptional proficiency in assembling a team of customer support specialists, showcasing an impressive knack for identifying and enlisting professionals with profound expertise in providing assistance. Their dedication to delivering precise and influential customer support was evident in the caliber of support specialists they curated.

Lead Generation for Online Perinatal Education Company

VSA demonstrated that they had a lot of experience in what they do, and they were very hardworking, willingly going the extra mile for us. Moreover, ours is a very niche market, and VSA still did a very good job adapting to prospecting within it. I really appreciated the time they spent with me initially so that I could educate them on our market and company; it set a strong foundation for the rest of the project.

Lead Generation for Network Monitoring Company

They perform very well. They’re very adaptable. For example, I come to them almost weekly with a new campaign to run. We have weekly calls on Wednesday morning, but by Monday they’re up and running that new campaign and are driving those meetings for us. They do help with different messaging and are open to trying new things.

Lead Generation for Network Monitoring Company

Their adaptability has been incredibly helpful. They started by interfacing with our end-users, and they were able to adapt and work with our channel partners. They each require a different message, but VSA, Inc. been able to accommodate that.

Sales Outsourcing for Software Company

Their ability to engage with us and help solve problems was impressive. There were a lot of environmental changes during the period we worked together from the post-COVID-19 world, and SalesRoads was an adaptable partner.

Appointment Setting for Food Manufacturing & Processing Firm

Leadium's project management was a real linchpin for us. They always beat the clock, deliverin' on time with precision and a clear focus on our needs. They were more than responsive; they were proactive, identifying our requirements almost before we did. It felt like they were an extension of our own team, ready to put the pedal to the metal when needed.

Lead Generation Services for IT Managed Service Provider

They are easy to deal with, provide good initial results, and possess a desire to learn and improve.

Sales Outsourcing for Cloud & Data Analytics Company

Dozens of high-quality new leads were introduced to us, particularly in the leadership roles within sustainability.

Phone Answering & Data Encoding Services for Locksmith Firm

Every thing that i need to change with my project i got manger that i can send message right away and we can do the change to make it fit for my needs. Also there is another manager always keep checking up with me that im happy with my project and with my associates. They are committed to the project. They taking care for that A-Z if some associate is getting sick they taking care for change of shift also if associate need days off they take care for all the changes which is save me a lot of time that i don't need to take care for that kind of staff.

Lead Generation & Webinar Mgmt for IT Services Co

Callbox consistently delivered items on time. They maintained open and proactive communication throughout the project. Callbox demonstrated flexibility and adaptability to cater to our evolving needs.

Demand Generation Services for Information Services Company

They are very proactive, if the campaign is not delivering the result we are trying to achieve they will recommend another alternative approach we can explore.

Lead Generation for Portable Air Purifier Company

It is too early to determine success through metrics but Cllbox has been adaptable, proactive and enthusiastic thus far.

Social Media, & Email Marketing & Lead Gen for Telecoms Co

Flexibility and proactivity are two of their strengths and key to their competitive advantage. They adapt to our requests, messages, and products.

Lead Generation for Data Platform & Integration Firm

The project management was effective and responsive. They consistently delivered items on time and demonstrated flexibility in accommodating changes. Their team promptly addressed our needs, ensuring clear and open communication throughout the project. While the results in the targeted India region did not meet expectations, their adaptability and proactive adjustments reflected a strong commitment to meeting our requirements. What stood out most about this company was their exceptional flexibility and responsiveness. They adapted quickly to our requests and ensured our needs were addressed promptly. Additionally, their proactive communication and commitment to providing high-quality service, even in challenging situations, showcased their dedication to client satisfaction.

Call Center Services for Business Law Firm

They provide detailed call notes, include a transcription of the call, and collect all of the information we need to nurture our leads and handle client calls. Their ability to take detailed notes of the calls. Literally, the best call notes I have ever seen. I don't know how they train their employees, but they are phenomenal at providing all the details of the calls.

Virtual Receptionist Services for Employment Law Firm

Their services are flawless and affordable. Smith.ai made the transition to virtual receptionist completely seamless.

Appointment Setting for Law Office

Smith is now an integral part of my business as client communications and speed/quality of response is vital for a law practice. I will continue to utilize their services going forward.

Call Center Services for Law Firm

My intake system has been quickly and dramatically improved by having Smith.ai answer calls. They not only answer calls, but also provide the initial intake screening of prospective clients. This prequalifies callers for the initial consultation that I provide. This has made my entire intake process much easier and more efficient.

Virtual Receptionist Services for Criminal Defense Practice

Smith's associates rarely make mistakes screening calls. In the off chance that they do, they remedy it immediately.

SEO and PPC Strategy for Coffee Machine Business

They manage their projects efficiently, and they’re open with us about the status of a project. They’ve started to produce site performance reports and we have monthly—soon they’ll be bi-monthly—calls with our account manager to review our schedule and goals.

Marketing Strategy for Consulting Company

Impactable’s project management is great. We primarily communicate through virtual meetings.

Corporate Training for Care Coordination Company

The communication between our teams is very open. We communicate through email between the checkpoints. We also do Zoom calls. Everything is very clear, and they’re upfront on how the coaching will look with very limited changes on anything.

Lead Generation Services for Business Software Provider

Atlantic Growth Solutions had good communication; we usually communicated via weekly Zoom calls and emails. Their team stayed on budget and within our timeline.

Back-Office Accounting Outsourcing for Beverage Manufacturer

Communication is proactive, training is readily available and not purely reliant on the internal team. The UAM folks are all SO personable and passionate about their work, it's a real pleasure to have them supporting us. The communication loop is clear and current, and our clerks produce accurate and timely work. No, the team has been proactive and transparent from day one.

Back Office Outsourcing for Fintech Company

We haven’t had any complaints about their work. Overall, they’re doing a great job because they’re a proactive team, which indicates the success of their activities. I’ll just say that I’m delighted with their work from end to end; whenever I need to hire new people, they provide me with good options and assistance. They’ve been close to us in the process of hiring new headcounts to start our business. Overall, they’re a proactive and fast-learning company that works hard.

LinkedIn Lead Generation for Digital Marketing Firm

My assistant had all of the skills necessary for success as well as the ability and desire to learn on the job in order to improve her efficiency and methods. What I appreciate most is my assistant's proactiveness in communicating with me, whether it's about gathering essential information for pending clients or its about day to day technical issues. At times, I have to stay on top of the billing department in order to get credited back for time that my Assistant takes off. I've never had issues with my assistant directly though.

Sales Outsourcing Services for Cybersecurity Company

The team managed the project exceptionally well, delivering on time and responding quickly to our needs. Their proactive and collaborative approach made working with them seamless.

Call Center Services for Construction Company

Paragon Sales Solutions communicates clearly and frequently and whenever we need something doing they are on to it straight the way. We have had no problems with these guys and we have been working with them since 2022.

Sales Appointments Arrangement for Corporate Cleaning Co

Yes, excellent communication from the telemarketer Peter assigned to our account.

Telesales Campaign for Website Development Agency

Very good communication between the team and myself.

Lead Generation for LMS Provider

The communication with Paragon has been fantastic. Hollie was always checking in with me to update me on progress and additional information that she felt was needed for the meetings that she scheduled for us. We had a weekly meeting scheduled to discuss the progress of the project, but I often would cancel the meeting so that I could focus on other priorities as Hollie was in contact so often that I felt I had all the information that I needed prior to the scheduled call.

Telemarketing Services for Nonprofit Sports Agency

Paragon Sales Solutions was 100% spot on. Communication was brilliant. If I asked a question, it was answered. Negotiations went very well and easily.

Recruiting Services for Education Software Company

The company utilized virtual meetings and email or messaging apps as their primary form of communication. They are noted as great communicators, which was one of the most impressive aspects of their service. Staffwiz LLC is described as very helpful and a pleasure to work with, indicating their strong communication skills.

Customer Service Outsourcing for E-Commerce Platform

Michelle and Jerick are not only easy to communicate with but also a pleasure to work with. The onboarding process was smooth and well-organized, allowing us to integrate our new customer service team within just two weeks of initial contact. The team is easy to work with and a pleasure to deal with, making the entire process seamless and enjoyable.

Back Office Outsourcing for Fitness Equipemnt Repair co

The quality of applicants stands out. Quick delivery and responses to all assigned tasks.

Data Entry Services for Economic Consulting Company

Strong Vision Data Processing is very well organized and does a great job staying on track with the projects. They always deliver on time, even with urgent requests. We communicate via email.

Call Center Services for Public-Speaking Coaching Company

A lot of outbound centers ONLY want to focus on sales related goals. Upcall customizes their employees to what you need.

Lead Generation for Debt Collection Agency

Upcall has been amazing to work with—they’ve made sure everything runs smoothly and gets done on time, all while sticking to our custom scripts and keeping things professional. Lisa is super responsive and always quick to help with any changes or questions, and Yvonne has done an awesome job managing our files and keeping everything on track. They’ve been flexible, easy to work with, and always deliver without any hassle, making the whole process a breeze! What stood out most about Upcall was their ability to perfectly align with our specific needs as a growing business. Their flexibility to turn services on and off as needed made them an incredibly cost-effective solution compared to hiring a full-time employee. They seamlessly integrated into our workflow by allowing us to customize agent scripts and ensuring all interactions were professional and on-brand.

Go-to-market Strategy for Real Estate Tech (CRM)

We had highly resulting and productive calls that were scheduled up for a month in advance. Everything was clear and understandable but also personalized. Every important moment and step was discussed with our team, so I think we did a good match.

Recruiting for Consumer Products Company

What impressed us most about Near was their ability to operate as a true extension of our internal team across a diverse set of portfolio companies and hiring needs. Unlike traditional recruiting partners, they took the time to deeply understand not only the role requirements but also the culture, pace, and expectations of each business they supported.

Lead Generation & Digital Strategy for Technology Company

The project has been delivered successfully, the team was very engaging and open to learning more in detail about our requirements and initiatives. Throughout the project, we were impressed with the team's agility and responsiveness, we set our expectations and roadmap for the quarter at the beginning of the project and Division50's team helped us deliver those results in a timely manner. We would definitely recommend them for companies of all sizes.

Email Marketing for Advertising Agency

Division50’s project management was excellent. Every milestone from campaign setup to reporting was delivered on time. They were quick to adapt to feedback, provided clear communication, and kept us updated on progress with regular check-ins.

Sales Outsourcing for Marketing Company

Division50 maintained clear communication throughout the project. They provided weekly progress reports, promptly adjusted strategies when we suggested refinements, and always met agreed deadlines. Their responsiveness to our feedback showed flexibility and a strong commitment to ensuring the results matched our goals.

Email Marketing for IT Services & Consulting Company

Division50 has reliable and well-organized project management. They started with a detailed campaign blueprint and adhered to deadlines without exception. Proactive communication was demonstrated via weekly check-ins and prompt responses to our requests for comments or modifications.

Event Marketing Services for Software Development Company

Their team was professional, consistently ahead of schedule, and very adaptive. For instance, when we decided to shift focus to the EMEA market midway, they pivoted seamlessly without delays, ensuring the new direction was executed smoothly.

Business Consulting for Architecture & Design Firm

They provided us with great results and an overview of the pipeline.

BPO Services for E-Commerce Company

The team is very dedicated, willing to accommodate our requests based on learnings and business needs and also open for improvements. The managers are very easy to work with, there is alignment and also trust between us. I love how they see themselves as being part of another company's journey rather than focusing on short-term gain. As such, they are very accommodating and open to changes and revisions which is very important for a startup.

Call Center Services for Global Tech Company

Strong operational cadence: Weekly/Monthly and Quarterly reviews. Constant communication and ability to circle back on complex problem statements given by our teams to TDCX. Very agile management - Workforce easily accommodates changes based on business forecasts and changing needs of quality and availability of talent. TDCX has a high bar on operational rhythm and cadence - 90% of the time they run the business on their own without any intervention needed from our teams.

Market Research & Sales Outsourcing for Manufacturing Company

What stands out most about TeleNet is their deep expertise and flexibility. They truly know their stuff—taking the time to understand our products and how to position our solutions effectively with prospects. Their team is always on top of every detail, adapting quickly to our needs while consistently delivering results.

Outsourced Call Center & Sales for Business Services Company

We've seen a 20% increase in sales since partnering with COLD CALL CREW (SMC-PRIVATE) LIMITED. COLD CALL CREW (SMC-PRIVATE) LIMITED is good at cold calling and increasing sales. COLD CALL CREW (SMC-PRIVATE) LIMITED is the best company. Trust them, and you'll get results.

Sales Outsourcing for Market Research Company

They demonstrated a deep understanding of our needs. Their responsiveness is way above the norm. They can accurately replay to me who our ideal prospect is. That is also FAR FAR above what other lead generation companies have done for us.

Call Center Services for Software Migration Company

What impressed most about SalesNash was their ability to combine deep expertise with a personalized approach. It also sometimes seemed like they were more invested in our success than we were.

Lead Generation Services for IT Company

What stood out most about DMT Business Development was their deep understanding of our niche market and their personalized approach. They didn't just deliver generic leads; they took the time to grasp the challenges solo practitioners face and tailored their strategies accordingly.

Outbound Lead Generation Services for IT Services Company

Our communications was very proactive and on time. Their level of personalization is rare and really sets them apart.

Lead Generation for Business Services Company

They managed the project tightly with a clear plan, weekly check-ins. Communication was proactive and responsive. They adapted quickly to our feedback, updating priorities without losing momentum.

Branding & Lead Generation for FinTech Company

They demonstrated an impressive ability to combine creative thinking with solid data analysis. They proved to be invaluable assets for our company.

Social Media Marketing for Coworking Spaces Platform

The level of creativity they brought to content creation was unparalleled. They constantly helped us with fresh and innovative content ideas that reflected our brand's identity.

Customer Service Outsourcing for IT Company