Take Your Financial Service Campaign to the Next Level!

We know how important the financial services sector is and how it relies on software that has next to no downtime, is secure, and is backed by a well-trained support team.

At Primo, we have developed a dialler for financial services which focuses on these key points.

Not only that, our dialler comes packed with features that can allow your call center to run smoothly.

We have an API that can allow the software to talk with other platforms and help reduce manual errors when inputting data on multiple platforms

Request a Demo with One of Our Product Specialists

    Increased Conversion Rates

    To begin with our powerful CRM tools, your agents will save time with streamlined processes and connect with more qualified leads. Moreover, our tools include intelligent dynamic scripting, automated redial workflows, caller ID management, and caller ID management for your leads.

    Powerful Real-Time Analytics

    Have the power to make accurate and strategic decisions based on agents, lists, and how list sources are performing. As a result of quick and accurate real-time analytics. As well as the use of customizable KPIs and flexible real-time reports show you the actual CPA and ROI per list. Furthermore, agents are broken down by lead source.

    Reaching More Financial Leads

    The financial service you provide could be mortgages, credit repair, warranties, or loans. Nonetheless, what’s critical is that your agents connect with prospects.  Furthermore, our intelligent, flexible system strategically communicates at the right time with the right channel via calls, emails, and SMS. 

    Features

    CRM & Dialler Integration - Financial Services

    CRM and Dialler Integration

    At Primo Dialler we offer a full range of CRM integration solutions and software, for instance. Software that allows our predictive dialler solution to communicate with your existing CRM. 

    Disaster Recovery

    Our disaster recovery systems use cloud technology to make sure that your dialler is available, whenever you need it.

    Dialler Reporting & Analytics

    Our predictive dialling technology can provide you with a host of reports and analytics. So much so that you will be well-inform when decision making. As a result this will help you manage your teams effectively.

    Why Don’t You See Our Dialer for Yourself?

    Primo’s Dialler can be configured to help you get the most out of financial services campaigns.

    Fill out our form to arrange a demo with one of our product specialist. 

     

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