Our Clients | Finance

Goodwin Barrett

Better connections, more conversions

Goodwin Barrett is the leading mis-sold investment and pension specialist firm in the UK, specialised in helping clients to reclaim money lost unfairly on ill advised investments. Goodwin Barrett’s financial experts work with clients on complex claims with many fine details and in a competitive market; meaning effective communication is crucial.


At the time of onboarding, the firm was looking to move away from advertising on traditional media platforms in favour of an aggressive outbound telemarketing strategy. They needed a dialling solution that could help improve their engagement capabilities and handle large volumes of customer calls. Connex had that solution.

More and more effective calls

Goodwin Barrett selected Connex’s secure, omnichannel, cloud customer engagement platform and instantly started seeing the first results. The firm’s agents learned to use the system in no time, and they soon found that their calls were shorter, more informed, better targeted, and more effective. 


Two features of our platform were key in this upgrade: our automated Dialler, capable of deploying big SQL dial campaigns fueled by intelligent data management tools, and our Gamify module, motivating users to push themselves to the limit with a performance-based reward system.


Read Testimonial

"The results have been monumental since moving to Connex and we couldn’t have hoped for it to be any better."

Mark Carroll

Goodwin Barrett

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If you want to learn more about how Connex is captaining the customer engagement revolution, drop us a call or a message!


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