Achieve Your
Strategic Goals Faster
With Business
Process Outsourcing


Financial Telemarketing Services

We understand that not every business is the same and not every business will require the same type of telemarketing. That’s why every partnership we enter into starts with a thorough analysis of your requirements. Only then will we put together a strategy to address your telemarketing needs.

Within our telemarketing services, financial telemarketing services will find a wide range of options from inbound and outbound telemarketing services, order taking, sales, lead generation and qualification, customer satisfaction surveys and market research. We can do everything from taking calls from businesses or individuals looking for financial services and putting together databases of qualified leads or existing clients to making cold calls, handling sales and more on your behalf.

Your financial telemarketing services will be handled by our fully trained staff in our ISO 9001-2000 certified call center. All calls will be recorded for 100% quality assurance and every call made will be precise and compliant. Read More

Outsource Your Financial Telemarketing & Save Time & Money

Outsourcing your financial telemarketing to StraightSource® has many benefits. Not only will your telemarketing be handled by a professional and highly trained workforce, but:

  • You’ll benefit from having a highly flexible workforce that can accommodate the changing needs of your business.
  • You can have 24/7 coverage 365 days a year if that’s what you require. Plus, you can operate in multiple time zones.
  • There’s no need to worry about providing vacation or sickness cover – we’ll do that for you.
  • You’ll pay a flat rate making it an extremely affordable and predictable option.
  • You’ll save time and money on recruiting, training, paying taxes and employee benefits.
  • You’ll have more time to concentrate on more important aspects of your business.

Financial Telemarketing Consultancy Services

If you decide that outsourcing your telemarketing operation isn’t for you, but you’d like to improve your telemarketing, we can help. With our expertise, you can upgrade your telemarketing services and find new ways to approach and convert leads into sales. Our consultancy services include:

  • Analysis of your current telemarketing operation
  • Audits of your current performance
  • A review of your scripts
  • Assistance with customizing scripts
  • Identifying and suggesting areas for improvement
  • Call center benchmarking to help you stay up to date with technology and best practice.

We’ll also compare your telemarketing operation with that of your competitors and see how they match up. It’s our job to ensure that you’re in the best position to make the most of your telemarketing.

All Your Financial Services Telemarketing Needs Covered by StraightSource®

If you want to get ahead in financial telemarketing services, telemarketing could be the tool to enable you to do just that. At StraightSource®, we have over fourteen years of experience in helping thousands of businesses to deliver effective telemarketing outsourcing services including insurance telemarketing, B2B telemarketing, B2C telemarketing or you’d like to take advantage of our telemarketing consultancy to help you to stay up to date with the latest technology and best practices, we’d like to speak to you.

If you’d like to know more about how we can help you, simply get in touch by completing the online form.

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Specialist Services
Our Clients Love The Most

Call Center

Need help with inbound
or outbound calls?

Customer service specialists, appointment setting, or just someone professional to answer the phones?

Whatever you need, our world-class call center teams and Avatar service are here to help grow your business.

You have over 75 different categories of phone services at your disposal with StraightSource.

Mortgage Services

Need expert help with processing
mortgages for your clients?

We have a vast team of qualified mortgage specialists who can handle mortgage processing, indexing, appraisal review, mortgage QA, compliance audits, underwriting, pre closing, and post closing services within the United States.

Outsource the tedious tasks, expand your business and save up to $29,860 per employee!

Software Development

Need software created for
your company or team?

Have you been tasked with redeveloping your website? Maybe your company wants to bring out a new mobile app? Or do you need some custom software created for your company processes?

Save a huge amount of time and money with our highly trained software development team. We can fill out the gaps in your internal team, or completely replace them – it’s up to you!


Wish every call your team made or received had a successful outcome?

That’s what our revolutionary service Avatar is designed to do. It’s an innovative service that gives our call operators the ability to run every call as perfectly as possible.

It can help your team reduce call time, close more leads, and save broken relationships from the brink of collapse…

All while slashing costs by up to 51.5%!

Our clients

You Can Outsource Virtually Any Business Process Imaginable With StraightSource

We’ve helped more than 9,036 companies in 45 countries around the world so far… replace virtually every process in the organization from top to bottom and gain an unbeatable competitive advantage in their marketplace.

  • Call Center Services
  • Avatar Calling Service
  • Phone Answering Service
  • Up-Selling & Cross-Selling
  • 800 Answering
  • Billing Queries
  • Event & Trade Show Registration
  • Payment Collection
  • Rebate Processing
  • Product Recalls
  • Order Taking
  • Product & Service Information
  • Sales Closing Services
  • Scheduling Appointments
  • Directory Inquiries
  • Charge Back Handling
  • Job Dispatch
  • Warranty Registration
  • Appointment Setting
  • Lead Generation
  • B2C & B2B Customer Acquisition
  • Cold Calling Campaigns
  • Direct Sales
  • Information Gathering
  • Service Follow-ups
  • Market Research & Surveys
  • Customer Loyalty
  • Telesurveys
  • Sales Verification
  • Welcome Call
  • E-mail Follow up
  • Direct Mail Follow up
  • Sales Lead Follow up
  • Product or Service Promotion
  • Debt Collection
  • Database Development
  • Warm Sales Calls
  • Lead Generation
  • Fund Raising
  • Sales Calls
  • Data Collection
  • Customer Service
  • Membership Renewal
  • Mortgage Services
  • Mortgage Lead Generation
  • Mortgage Loan Processing
  • Post Mortgage Closing
  • Mortgage Underwriting
  • Title Services
  • Mortgage Closing
  • Mortgage Appraisals
  • Financial Services
  • Bookkeeping
  • CATI Services
  • Accounting
  • CCTV Monitoring
  • Tax Processing
  • Email Support
  • Invoice Processing
  • Software Development
  • Engineering Services
  • Mechanical Engineering
  • Structural Engineering
  • Architectural Engineering
  • Civil Engineering
  • Electrical Engineering
  • Desktop Publishing
  • Travel Arrangements
  • Schedule Appointments
  • Internet Research
  • Email Correspondence
  • Data Entry
  • Transcription
  • Plan Events
  • Recruiting Processes
  • External Sourcing
  • Client Facing Contract Recruiters
  • On-Site Sourcing
  • Recruiting Team Training
  • IT Staffing Services
  • ATS Cleaning
  • Team Behavioral Interview Training
  • Medical Billing & Coding
  • Teleradiology Services
  • Medical Transcription
  • Healthcare Software
  • Healthcare Claims Adjudication
  • Medical Animation & Illustration
  • Video Production
Try us risk free for 30 days

Outsourcing that feels like an inhouse team

Ready To Slash Operating Costs While Improving Service Quality?

We can talk all day about how we’re not like any other outsourced labor service you’ve tried before, but you’d never believe us until you experience it for yourself.

Give our talented people a trial run with a 30-day pilot program. We’ll prove to you that our service is the best in the business and as good (if not better) than what you currently have. If you’re not convinced we can cut your costs up to 51.5​​% while increasing service quality, there’s no obligation to continue.


Try Our Service For 30-Days
And If You Aren’t Happy, There’s No Obligation To Stay!

Try us risk free for 30 days

Outsourcing that feels like an inhouse team