CPM’s financial services division offers end-to-end sales solutions designed to reach businesses, individuals and retail merchant clients.

Financial services is a highly regulated and highly competitive environment and CPM’s primary objective is to increase your sales and market share, drive customer brand loyalty and maximise merchant and card acceptance.


Through specialist financial services teams, we draw on a range of experts to provide you with a tailored mix of regular activities:

  • Traditional field sales programmes for card memberships
  • Merchant activation and terminal testing combined with customer support
  • Mystery shop auditing
  • Account management

Our highly skilled financial sales and service agents are trained to deliver superior concierge and customer services alongside in-depth product knowledge and compliance with the highest levels of quality assurance and industry regulation.


With experience of running successful financial services programmes at national, regional and global levels, our dedicated customer service capabilities include contact centres, digital, live chat and face-to-face communications.


All this means that, as a financial client, you can communicate more easily with your customers and build better, more profitable, relationships.

Our clients include

Case studies

Connect with us

Find a Sales Solution