An investment firm with high value clients was reaching out to people to provide customer service and help get loans approved.


Decrease in declined calls


Lift in conversion rate


Lift in engagement rate

The Problem

Clients were beginning loan applications online, but many were not completing the submission process. When agents followed up, they were having a hard time reaching their customers. Clients were not receiving the help they needed and agents were making repeated calls to complete the loan application process.

The Solution

With First Orion’s Branded Calling, the firm experienced an improvement in decline rates and calls per individual. Agents were spending less time making calls and more time actually talking with their customers.

The Results

With First Orion’s ENGAGE branded calling solution, financial service businesses results included:
  • Fewer declined calls
  • Significant increase in engagement
  • Higher conversion rates