We know how important the financial services sector is and how it relies on software which 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 which can allow your call centre to run smoothly.

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

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.

Increased Conversion Rates - Dialler For Financial Services
Powerful Real-Time Analytics - For Financial Services

Powerful Real-Time Analytics

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

Reaching More Financial Leads

To begin with, 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. 

Reaching More Financial Leads


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.

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