UK Asset Manager: Appointment Setting Case Study

Read time:: 1 min
Published:: 28/09/2020
Updated:: 19/10/2026

The Telemarketing Company was engaged by a UK Asset Manager with $16bn+ AUM to deliver sales-qualified appointments with European Investment Managers and Institutions

Despite our long history with a large network of partners and clients, TTMC have been able to facilitate meetings and conversations with a breadth of institutions where we previously had no contact.

Case Study Highlights

The uk asset manager testimonial partnered with TTMC to build a structured programme around appointment setting focused on sales-ready conversations. The engagement combined experienced callers, clear campaign controls and ongoing refinement to support the organisation’s wider commercial objectives.

Appointment setting focused on sales-ready conversations
Lead generation aligned with the client’s sales priorities
Clear qualification criteria and consistent quality control
Real-time reporting and continuous campaign optimisation

TTMC have become a true extension of our business development team with daily updates and weekly conference calls which ensure we maintain complete oversight

Director UK Asset Manager

Client feedback

The feedback from UK Asset Manager Testimonial reflects the quality of delivery, collaboration and commercial value achieved through the campaign.

As an asset management group our integrity and reputation within the industry is paramount to us and our clients. That’s why we have been so impressed by TTMC and their ability to aid our business development and lead generation while upholding our brand. They have invested considerable time into learning and understanding our complex products and solutions and consistently delivered introductory calls and meetings in a consultative and professional way.

Director UK Asset Manager Testimonial

Achieved Success Using:

Lead Generation

High-quality lead generation, a steady stream of qualified buyers

The Results

TTMC’s work gave UK Asset Manager Testimonial a structured approach to appointment setting focused on sales-ready conversations, supported by experienced agents, clear reporting and ongoing refinement. The programme strengthened engagement with the target audience, captured useful commercial insight and created a sound basis for continued activity.