Finance

Connect salespeople with investors, and Collect more Revenue

Interactive Strategies Group allows you to efficiently reach out to customers and investors. Within minutes, Interactive Strategies Group’s autodialer can dial up to 4 lines per broker and even leave answering machine messages so your salespeople don't have to. Interactive Strategies Group saves time by weeding out busy signals, bad phone numbers, and handling answering machines. Agents spend their valuable time speaking with live investors, allowing them to be 20-30% more efficient on average than hand dialing.

• Streamline sales and fund raising efforts
• Communicate regularly and when news breaks
• Connect brokers and investors with the right salesperson

Learn more about Cloud Call Center.

 

Contact investors and lenders constantly while building loyalty

Interactive Strategies Group’s Voice Broadcast system allows you to contact thousands of investors in seconds. Alert investors about breaking investment opportunities, notify traders of changes in markets or even reach lenders with up to date rates. Sales agents can record customized messages and broadcast them to groups of investors. Interactive Strategies Group can even allow interested parties to transfer back to the broker, for instant feedback.

• Notify investors, salespeople or brokers instantly
• Announce investment opportunities or market changes
• Create surveys to study investment habits & predict outcomes

Learn more about Voice Broadcast.

 Route callers to the right person, record your calls & track efficiency

Stop wondering if your inbound callers will get to the right rep. Interactive Strategies Group allows you to purchase unlimited local or toll free phone numbers for your sales reps or advertising team. Configure one, or hundreds of numbers online in minutes. Call Tracking reveals which customers call the most, investment habits, and which forms of advertisements are most effective. Interactive Strategies Group can track, forward, and record all your calls, allowing you to visualize which investors and marketing ads drive the most phone calls.

• Buy local and toll free numbers for your business
• Track calls, recordings and ROI
• Banks and funds can optimize marketing budgets

Learn more about Call Tracking.