Case Study: Singapore-based Financial Advisory Firm achieves 46 qualified appointments and faster conversions with Callbox

Expat-Focused Financial Planning Firm Expands in Niche SG Market

The Singapore-based Financial Advisory Firm, which specialises in tax, investment, pension and estate planning for British expatriates in Singapore, faced an internal reorganisation that left its business development team stretched across prospect research, screening, meeting booking and follow-up. To free the in-house team to focus on bottom-of-funnel conversion, the firm engaged Callbox to run a Phone Appointment Setting campaign supported by targeted email outreach and Callbox’s Pipeline CRM.

Callbox implemented a campaign of database profiling, personalized email touches and targeted calls, cross-matching and scrubbing the client list, creating email templates and landing pages, and using trained agents and scripts to qualify prospects and book meetings. Within eight weeks Callbox generated 46 qualified appointments, 39 follow-ups, 70 information requests and reached 392 prospects, with email results of 98.3% delivery, 33.8% open rate and 13.0% CTR, prompting the firm to raise its pipeline growth forecast.