Forrest Marketing Group has re-branded to Forrest Contact

Finance Industry – Generating Sales & Marketing Leads

FMG Finance industry case studies

Finance Industry – Generating Sales & Marketing Leads


Many businesses in the finance industry struggle to generate sufficient sales and marketing leads to hit their revenue targets.

Forrest Contact has extensive experience within the finance industry, having worked with more than 50 financial product and service providers.

Recently we have made more than 240,000 calls, over 15,000 hours, generating sales and marketing leads, setting appointments and reactivating lost customers. Here’s a snapshot of the results we’ve achieved for some of our clients.

Appointment Setting Campaign Insurance

Elders Insurance

Appointment Setting Campaign

Forrest Contact has worked with Elders Insurance for over 3 years. We’ve pitched their services to business owners in both city and rural regions, searching for companies with insurance policies expiring within 4 months. Over 5,000 hours of calling generated 2,783 face to face meetings for Elders Insurance Brokers. We also booked thousands of phone leads and developed a database of future leads to nurture.

The sales leads we generated resulted in over $2 million per year of quoted insurance premiums.

‘As a business, we were keen to engage with a telemarketing company to enable us to improve our new business growth strategies. Forrest Contact was a perfect fit for us. The team were a delight to work with from the start of the engagement.

We are experiencing excellent conversion rates of the appointments provided by Forrest Contact. Experiencing higher average premiums through the great personal touch delivered by Forrest Contact’

Elders Insurance – Anne Lucas

To get more details about Elders Insurance case study, check it here:


Equip Super

Customer Reactivation Campaign

Forrest Contact has worked with Equip Super for over 2 years. With a brief to pitch their services to large corporates, we’ve conducted over 2,700 hours of calling,  booking over 280 meetings for Equip Super’s BDM’s to pitch their Super fund.

We also worked with Equip Super contacting fund members to help connect them with their lost super. Over 700 hours of calling, resolved more than 370 lost super cases.

Our expectations for the number of appointments have been smashed. We are now into our second year with them.

Forrest Contact  are easy to deal with and have become an invaluable extension of our sales effort.”

Equip Super – John Farrington

To get more details about Equip Super case study, click here:

Payment Hub

Appointment Setting & Client Surveys

Forrest Contact worked with Payment Hub to increase their market share within the childcare, fitness, education, finance and NFP industries. We contacted key decision-makers to pitch their online payment solutions.

Over 250 hours of calling we booked 129 meetings with qualified prospects in their targets markets. Over the campaign, we introduced their brand to more than 1,000 businesses and converted 20% of all pitches to a meeting with Payment Hub’s BDM’s. Additionally, we created a database of future leads to nurture.

We also ran a campaign surveying existing clients regarding their existing business and accounting software solutions. This data gave Payment Hub direction for further service and product development. These insights were key to maintaining customer accounts with rapidly emerging technology and innovation solutions.


Steadfast Insurance Broker Network

Lead Generation & Lead Nurturing

Forrest Contact has worked with Steadfast head office and their broker network for over 3 years. Our brief was to set meetings for their brokers to convert new business and to create a database of qualified sales leads for their marketing team to nurture.

Over 4,400 hours of calling generated more than 2,400 qualified sales leads. We also updated prospect’s contact details directly within the client’s CRM. This ensured the records of thousands of prospects were updated with accurate information for their lead nurturing campaigns.