Don’t Let Good Leads Go Cold: How James Assali Approaches Financial Services Marketing and Inquiries

So, you’ve put all your money into ads, and some potential customers have even clicked on them. Now what? The opportunity can be lost within seconds of them landing on your site if you don’t act quickly. The person you spent your money and effort on is already checking out your competitors.

This is one of the most common problems in financial services marketing, and James Assali, CEO of FIMAC, has plenty of insights to share. Thousands of banks, financial brands, and lenders have turned leads into real customers with Assali’s guidance.

The trick lies in managing customer inquiries like a pro so that no good leads go to waste. Want to know how? Read on for tips and tricks directly inspired by entrepreneur James Assali’s approach.

Let’s Understand Customer Inquiry Management First

Okay, let’s begin with the customer inquiry first. What is a customer inquiry? Suppose a customer fills out a form, clicks the ‘Get a Quote’ button, or calls your customer care team; that’s a customer inquiry.

Now, how do you proceed with it? This is where customer inquiry management comes into play. Here’s how to do it right-

Ensure every query gets an instant reply (or at the earliest).
Be helpful and solve the query; this is not the right time to pursue your sales agenda.
The agenda should be to make it easy for the customer to move forward.
Whether it’s phone, email, or chat, acknowledge the customer’s preferred communication channel and respond accordingly.
Personalize your response and use their names while responding to their queries.
Eliminate the waiting and inform them if something requires time.
Avoid follow-ups from being missed or duplicated by ensuring proper tracking of each query.
Make sure every interaction with the customer has a warm, human tone.
Always offer to follow up, asking if they would need help with anything else.

James Assali feels this is the best approach to turn customers from ‘I’m interested’ to ‘I am in’.

Why Is It Important for Financial Services?

Financial services can feel intimidating due to their complexity. Imagine making a big financial decision, reaching out to a provider, and receiving a vague or confusing answer. Would you proceed? You’d probably bounce back.

This is the general reaction of any customer. To make sure customers trust your brand, you must provide exceptional customer inquiry management service.

Still wondering why it is so? Here’s a simple breakdown:

Your offer is not the only one; customers have other offers as well, and they compare.
Fast reply builds trust.
The clearer the answers and communication, the better the customer’s confidence.
The smoother you make the process, the easier it will be for the customer to reach the next steps.

No matter how big or reputable your enterprise is, if you are slow at serving your customer queries, you have to step back and watch your competitors grow.

What Not to Do With Your Leads

Let’s look at the common mistakes that we all make, but can be avoided.

Taking too much time to respond or get back to your customers.
Not having any human touch in the messages and relying on chatbots entirely.
Failing to explain the next steps.
Not tracking previous messages or the customer chat history.
Not taking the compliance rules seriously.
Sending generic replies.
Pushing the hard sell without solving their problem first.
Letting multiple teams reply without proper coordination.
Not tracking or failing to measure response time and quality.

Seems like a known story, isn’t it? Now let’s understand how we can fix this.

What makes FIMAC’s Approach Different?

James Assali believes the real win in marketing isn’t the ad, it’s what happens next. So, how does FIMAC do it differently? Let’s learn:

Targeting the right people at the right time – One of the most successful strategies behind a brand’s success is to reach the right people at the right time. FIMAC uses smart data tools to reach people when they are ready to make a move.
A seamless experience – Financial services marketing provider FIMAC ensures that there’s no awkward moment that a customer might face. From websites, to phone calls, to chats, everything runs smoothly.
Stay safe on legal matters – James Assali built FIMAC with legal experts by his side, ensuring there’s no legal glitch, ever.
Track everything – Faster follow-ups and smarter decisions are the backbone of any successful brand, and the way to it? Everything is organised at a place and under constant tracking. Not a single form, call or click be mismanaged.

What Happens When You Get Everything Right?

So, you have got customer inquiry management in the right way? Here’s what you will witness –

Happy customers who trust your brand.
More loan applications.
A sales team that operates with less stress.
A proper marketing system that gets you proper leads, not just random clicks.

Why Do Financial Companies Trust FIMAC?

James Assali’s leadership helped FIMAC earn the trust of banks, fintech companies and banks. Want to know why they trust it?

API based platform, connecting everything smoothly.
An active call centre is always at a click or call away.
CRM system customized for financial companies.
Legal backup that ensures compliance and security.
Real time tracking of every interaction.

Final Thoughts

Your leads are people looking for help; don’t let them slip away. Respond with the right answers and make their experience smooth and easy. If you fail to do this properly or take longer than your competitor, your customers might disappear fast.

Inspired by Assali’s guidance, the strategy should be simple yet effective. Meet people where they are and help them get what they are looking for; that’s it, the job is done. By doing this, you are not just helping a customer, but building a trust pillar that will also spread the word.

So the next time there’s a query at your box, will you be ready to convert the lead? FIMAC is there to help you. Get in touch now.