Financial Services Call Center

Blue Valley Marketing is a multichannel inbound contact center, which means convenience and flexibility for your customers. They choose their preferred method for getting in contact with you, including voice, text, email and messaging. In addition, it’s easy to scale services up or down depending on promotions or seasonality.

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call center operations

Combining Precision and Service

In the finance industry, precision and accuracy are of the utmost importance. You can’t allow anything to be handled imperfectly or let details slip through the cracks. Blue Valley Marketing agents are trained to handle the intricacies of your business and industry.

With unparalleled accuracy and training in compliance issues, your calls will be conducted with exacting, meticulous care.

Trained in Compliance and Accuracy

The push for access to fast and accurate information is a given to meet the needs of your clients. When your organization begins struggling to meet the requests of your clients and customers, you need a partner that can provide customer support solutions.

That means not only delivering the right information to the right person but also protecting your brand and reputation through an exacting adherence to data privacy compliance regulations. Our specially-trained agents will protect your clients’ data, as well as your business continuity.

smiling call center service agent

Customized Programs to Meet Your Clients’ Needs

Whether you specialize in tax preparation, investment advising, finance or real estate investing, your clients have specific needs.

Our U.S.-based agents are trained to handle the requests of your clients using customized scripts and a commitment to seamlessly work as an extension of your company. From resolving questions about an invoice to capturing a lead opportunity, our agents equip your organization to reduce costs while maximizing revenue. 

In addition, as a multichannel inbound contact center, your clients are able to contact you in a variety of formats, including voice call, text and email, with all compliance regulations surrounding these communication formats intact. To learn more about the opportunities you have to expand and improve services to your clients while streamlining contact center operations, contact us at Blue Valley Marketing.

eric muench
Blue Valley is my exclusive telemarketing vendor. I appreciate the total package that they provide. From scripting and set up, to reporting and campaign management, right through to delivery of the final data files, everything has been 100% reliable, professional, and on time.
Eric Muench
Director of Audience Development @ Trade Press Media Group, Inc.

We Gaurantee Satisfaction

The entire Blue Valley team, are wonderful to work with. Whether it’s recommending new lists to try or ways to generate revenue for our other business areas, the Blue Valley Team is always so responsive and helpful in recommending best practices.
mary venianakis
Mary Venianakis
Circulation/Audience Manager @ SME
Important things that matter to a business – value – service – quality – responsiveness, Blue Valley has consistently delivered for our publishing company in the many years we’ve been working with them. They’ve never missed the mark.
john mansavage
John R. Mansavage
Director of Marketing @ W.D. Hoard & Sons Company
I have worked with Blue Valley for many years. The company has always provided excellent service and a superior product. They have proven to be extremely flexible as we have done a wide variety of projects over the years.
bruce sprague
Bruce A. Sprague
Owner @ The Sprague Group
Blue Valley Marketing has been working with us to testing some innovative ideas that are helping us to communicate with our customers in a more efficient way for the benefit of the customer. Also resulting in cost savings for Gardner.
mary leiphart
Mary Leiphart
Audience Development Director @ Gardner Business Media, Inc.
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Claim Your Free Setup Strategy ($500 Value)