Forrest Marketing Group has re-branded to Forrest Contact

FMG Success – Superannuation Industry

Forrest Marketing Group deliver Appointment Setting & Customer Reactivation for Superannuation Funds

Forrest Contact Success – Superannuation Funds & Advisors

Forrest Marketing Group deliver Appointment Setting & Customer Reactivation for Superannuation Funds

Many businesses struggle to generate a consistent number of good quality sales leads, holding them back from achieving their revenue, profit and growth objectives.

Superannuation is an area we have lots of experience in, as well as proven results.  We have helped Superannuation funds and Financial Advisors achieve their sales targets through prospecting and customer engagement activities.

We have recently completed 4 major campaigns for Superannuation funds. In total we conducted over 3,300 hours of calls. For these campaigns our focus has been on qualifying prospects, generating leads and setting appointments, as well as reactivating lost customers.

Have a look at what we have achieved for some of our Superannuation clients.

Appointment Setting & Customer Reactivation – Equip Super

‘We initially gave Forrest Contact a six-week assignment to generate new business leads in the large corporate space. Our expectations for the number of appointments has been smashed. We are now into our second year with them and have had the same representative working on our account for the whole period. They are easy to deal with and have become an invaluable extension of our sales effort.’

Forrest Contact have worked with Equip Super for a number of years over several campaigns. So far over 2,700 hours of calls have been completed in total.

Forrest Contact was originally approached by Equip Super to run a short-term lead generation campaign. This was to present their services to businesses in the large corporate space, booking face-to-face appointments. Equip Super’s sales team would then meet with these prospects, review their current fund and provide a comparison.

Due to the success of this original campaign, Forrest Contact has continued to work with Equip Super, with 299 face-to-face appointments booked with new corporate prospects. In addition to appointment setting, Forrest Contact has also worked on 2 additional campaigns. The first assisted clients in maintaining and rolling over their Super, where we completed 766 hours on this campaign and assisted 1,400 clients. Finally, 834 hours were completed on a data cleansing campaign. Over this campaign, we made contact with current clients and updated the details of over 4,300 clients.


Lead Generation – Wealth Management

Forrest Contact has partnered  on a lead generation campaign with a market leader in wealth management with over $130 billion in funds under their management.

Over the first 300 hours, our sales agents asked initial questions to gain an understanding of the organisations’ current situation. The next step was to explain our client’s offering – a market-leading corporate Superannuation fund, with simplified administration, education for fund members on financial matters, and a market leading employee benefits program. The ultimate aim of the calls was to book face-to-face appointments for our client’s sales team to discuss further.

85 face to face appointments were made during this initial period. This delivered a healthy pipeline of opportunities to our client to follow up with over the following weeks and months. Furthermore our agents collected useful marketing details while on the phone. This included information such as current fund, the returns, fees and fund management, which were all captured for future use by our client.


Appointment Setting – Financial Services

A leading financial services company providing a premium financial service to corporate and private clients, including Superannuation, investment and wealth management, partnered with Forrest Contact for an appointment setting campaign. Our client was looking for face-to-face appointments for their sales team to meet with qualified prospects and ultimately provide a proposal for their services.

Our agents were tasked with explaining our client’s offering and then collecting specific information from the prospect to pass back to our client. This information included their default fund, current fees and charges as well as how they felt their fund manager was performing.

Ultimately the aim was to book face-to-face appointments for their sales team. 21 face-to-face appointments were booked in the first 4 weeks.  Along with these sales leads, many prospects who had a future need (interested, but not right now) were identified for follow up over the following year. The information gathered from all prospects assisted in identifying future product offerings.