Finance industry
Generate more sales for your Financial Services Business
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Analyse inbound calls at branch and call-centre level in real-time
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Generate more sales and lower your cost per sale
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See performance differences between branches and your call centre
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Understand why customers are calling you.
Customer success case studies
Discover how businesses like yours transformed with our software.
Real stories of growth, innovation, and success.
Unlock a 360 overview of what's working and what's not
From intelligent automation that accelerates reporting and analytics, our software solutions are designed to make your business succeed and perform better.
Generate more Mortgage, Loan or Insurance leads for your financial services business or brokerage
Use the power of artificial intelligence to attribute offline sales to your online marketing in real-time, enabling you to generate more sales, reduce your cost per sale, increase customer insight and bridge the data gap of online click to offline sales, particularly with a branch network, can create.
Listening to thousands of calls to establish sales and customer insights requires a team of people. But AI-powered call tracking can do the heavy lifting, so you know what is happening in your call centre and branches at the touch of a button.
Our powerful AI categorises every call in real-time, providing you with a source of measurable sales leads and powerful customer insight, categorised by call centre and branch. From mortgage prospects to loan enquiries and specialist lending, understand whats dirving performance and where you can improve your financial services campaign at the touch of a button.
Don’t let multi-site performance reporting get in the way of business improvement. Our platform bridges the data gap for enhanced sales and customer service reporting for financial services-based businesses.
Generating leads for Financial Service providers and brokers
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How can I generate more sales leads cost effectively?
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How many genuine sales calls am I generating by branch?
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What are my most valuable channels for generating enquiries?
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What are customers complaining about most?
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Where are we delivering exceptional customer service?
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Why am I getting more calls in Branch A, but Branch B has better sales?
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What is letting our service delivery down?
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Where do I investment more marketing budget to generate more sales cost effectively?
Generate more sales by building the complete picture of online clicks to offline sales
By tracking your calls through the power of artificial intelligence voice analytics, you will be able to identify the channels that are generating the most sales. This enables you to invest more marketing budget in areas that deliver profit.
Get the most from your data with free account management
Our account support is not just a help desk but team of experts who specialise in source reporting, customer insights, and data analysis to help you get the most out of your data with regular reports. Need a new bespoke report created, our account management will get it sorted for you. Need some data analysis for a board report, no problem. And best of all, our account management is free.
There’s a plan whatever your business needs
Managed lead generation service
We pay for Google and Facebook, you only pay per exclusive inbound lead. Choose our fully managed service if you don’t have the time or resource to manage parts of your campaign in-house.
You do it yourself
Bridge the gap through your customer journey with more data. Power your own lead generation strategy with artificial intelligence, enabling you to analyse call and sales data in one place.
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