Old Mutual Fund Managers case study

Who are Old Mutual Fund Managers?

Old Mutual Asset Management (OMAM) is the London-based arm and a wholly owned subsidiary of FTSE-100 listed Old Mutual plc, investing in the world's major equity and bond markets. OMAM acts as investment adviser to a range of hedge funds, mutual funds and managed accounts on behalf of institutions and private investors.

OMAM manage approximately £4 billion in funds and managed accounts for retail and institutional clients.

Being close to the City, it allowed Confero to fulfil a complex brief for one of the UKs largest and most respected financial institutions.

Old Mutual Fund Managers and Confero

OMAM promote their offering through a range of advertising vehicles, both online and offline and the adverts offer a broad selection of financial products including ISAs, unit trusts and corporate bond funds. Each advertisement carries an 08XX free phone response number.

The volume of calls they receive varies according to fund launches and investment seasons.

OMAM required a call centre partner of integrity who they could trust to develop a long-term business relationship and who would support their strategic growth plans and continuous expansion programme. In addition, they needed a partner who was within easy reach of the City for regular feedback meetings, updates and consultations.

The Confero Solution

Confero are authorised by the Financial Conduct Authority (FCA) and ideally placed to fulfil OMAM’s brief. Our senior management team delivered a comprehensive client programme incorporating call handling, email management, fulfilment and outbound telemarketing.

Results

OMAM benefitted from a motivated, experienced and highly trained team of customer service professionals that dealt with their customers 365 days a year. Our professionals understood their customers’ requirements and provided a complete communications solution within FCA guidelines.

As partners, Confero allowed OMAM’s marketing team to focus on their medium and long-term strategy while Confero maximised the effectiveness of their immediate marketing initiatives.