Industry Expertise Expert Business Development specializes in providing outsourced lead generation and relationship-building services tailored to the financial services industry, indicating potential sales opportunities with banks, credit unions, and fintech firms seeking similar customer acquisition solutions.

Targeted Service Model Their Respectful Persistence™ approach sets them apart in high-value prospecting and appointment setting, suggesting opportunities to collaborate with organizations aiming for refined, relationship-focused sales channels and outbound marketing strategies.

Market Presence With a revenue range of 25 to 50 million dollars and over 30 years of industry experience, the company demonstrates stability and credibility, making it an appealing partner for larger financial institutions looking to enhance their lead pipeline efficiently.

Technology Utilization Utilizing modern web technologies like Squarespace, jQuery, and Google Maps indicates a digitally savvy approach, which presents opportunities to sell complementary marketing, digital outreach, or automation tools that can integrate with their existing tech stack.

Growth Opportunities Serving a relatively small team of 11 to 50 employees, there is potential to expand service offerings, scale operations, or introduce innovative solutions to meet increasing demand from financial clients seeking strategic lead generation support.