Financial Services

Our IVRs are designed to streamline your process, while focusing on connecting sales people directly with investors; which equates into more revenue. Create custom appointment reminders and customer satisfaction surveys. Use our Voice Broadcast system to allow 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.IVR Technology Group’s financial service solutions can even allow interested parties to transfer back to the broker for instant feedback.

  • Connect brokers and investors with the right salesperson
  • Custom appointment reminders
  • Comprehensive telephone surveys
  • Complex phone trees
  • Notify investors, salespeople or brokers instantly
  • Announce investment opportunities or market changes
  • Create surveys to study investment habits & predict outcomes

 

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