The Financial Services Marketer’s Guide to Call Analytics

Learn how financial services marketers are tapping into an often overlooked source of first-party data: consumer phone calls. With AI-powered call analytics solutions, you can gain insights into not just the marketing sources driving inbound calls, but also the quality of those calls. This ebook shows how you can use this data to:

• Connect digital experiences to call experiences
• Make marketing optimizations to drive more high-quality calls
• Route callers based on the marketing source they called from
• Use insights from conversations to retarget callers with digital ads
• Monitor how well your agents and locations convert callers