Financial Services
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Your Trusted Voice in Financial Services
We know your world, and we speak your clients’ language.
At Forest Echo, we specialise in B2B telemarketing for the financial sector, including wealth management, investment advisory, pensions, insurance, and fintech. Our agents are trained to understand regulatory requirements, financial terminology, and high-net-worth decision-making processes.
We don’t just make calls, we represent your brand with authority, accuracy, and professionalism. Whether you’re qualifying leads, booking consultations, or nurturing prospects, we ensure every conversation is strategic, compliant, and valuable.
Targeted Outreach for Financial Growth
We help financial firms grow their pipelines through intelligent telemarketing. With a deep understanding of your market and strict adherence to compliance, we engage your ideal clients in meaningful, sales-ready conversations, and hand over leads that convert.
Investment & Advisory Lead
Generation
Client Reactivation
Campaigns
Appointment
Setting for Financial Consultants
Inbound Support
for Financial
Queries
Why Work With a Specialist Team
Industry-Led Strategy
Every campaign we run is built on deep industry knowledge, ensuring your message lands with the right tone, at the right time, with the right decision-maker.
Dedicated Account Manager
You’ll have one main point of contact overseeing performance, reporting, and refinement, ensuring consistency and proactive campaign optimisation.
Always-On Support
Our team is responsive, agile, and here when you need us, with flexible coverage to support your business across multiple time zones.
Leanne
Dane
Daniel
Bethany
Meet the Voices Behind the Results
Our expert team of telemarketing professionals brings industry insight, multilingual fluency, and compliance-first training to every campaign we deliver. Meet the people turning conversations into conversions across the region.
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