Branded Calling for Financial Services
For industries that deal with sensitive information like banks, credit unions, and financial services, customers ranked the phone as their #1 preference for communication.






Build Trusted Connections
Why Financial Service Providers Need Branded Communication
Scam calls cost consumers nearly $60 BILLION a year! No wonder they’re wary of divulging their information to an unknown caller. A branded phone call lets consumers know the caller is someone they can trust. In fact, customers prefer a phone call three times higher than SMS for talking with their financial institution .
Identify yourself to customers
With INFORM® Branded Text Display or via your mobile app with ENGAGE® Branded Graphic Display
Increase confidence and satisfaction
When your customers know its you calling, they're more likely to answer your calls and they're ready to do business.
Grow revenue opportunities
Boost conversion rates for loans, investments, and other upsells. You can also increase the likelihood of completing abandoned loan and credit applications.
Case Study
Going Beyond the Answer Rate
It's a fact. Businesses that use First Orion's Branded Communication solutions see a lift in answer rates as much as 220%. But answer rates are just the beginning.
One of our financial services clients — a top national mortgage lender — experienced results almost immediately using our INFORM solution.
When calling to follow up on digital loan applications, they reported a 51% increase in long-call duration rates, which lead to more completed applications when compared to connecting with a non-branded call.
Branded Communication boosts effectiveness of calling programs, account services calls, and support calls/callback, improving customer acquisition and retention.
26%
Increase
in answer rates
90%
Boost
in engagement rate
51%
Lift
in long-call duration rates


Financial Industry Survey Report
Customers Can Count On a Call
We blind-surveyed 2,000 financial service customers in North America and found that mistrust of incoming phone calls is hampering both customer and provider from reaching their goals.
Despite secure emails, SMS messages, and other online-oriented methods of communication, when it comes to their financial and account details, customers want to receive a good ol’ phone call. As much as 36% prefer call about suspected fraud, financial planning, new loan information, and investment opportunities — and 45% want a call about urgent matters over a text message!
But 66% report missing calls from their banks or other providers simply because they didn’t recognize the caller’s number. And 92% whether a call from their bank is clearly identified is very important to whether they pick up.
66%
Customers
ignore calls from their financial services provider because the caller is not identified.
92%
Consumers
say a call being clearly identified is important to whether they pick up.
See What Our
Customers Are Saying
Unlock the Power of Branded Communication
Tell us more about your business and calling needs, and we’ll show you how Branded Communications can work for you.
Resources


Customer Service in a Smartphone World
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