With technology from Cinex, we can pre-qualify your banking prospects, leads, and consumer lending prospects before they ever speak to your bank marketing department. Using our call center financial services and phone system, we can call your prospects and play a highly focused and custom greeting. We can then give your prospects the option to talk with your financial services advisers, leave a voice message, hear additional information such as the latest consumer loan rates, schedule a call back, or simply decline the service. The call can further qualify your prospects by asking them demographic information and desired financial service information. Now when your employees speak with a prospect, you know there is a high level of interest. No longer will your bank marketing specialists spend hours dialing numbers, repeating the same greeting, experiencing a high level of rejection. Your calls will be with highly qualified and interested financial services prospects. Fewer advisers can process far more bank prospective customers and your call success rate will increase dramatically.


Here are a few examples of how our call center phone services and automated phone system can benefit your credit union, bank, or other financial services organization.

Banking By Phone Applications

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