The 5 key secrets to successful phone and email sales

If your financial institution is interested in increasing revenue, phone and email sales are an indispensable tool for generating profit. Consider the following statistics:

• Due largely to COVID-19, 41% of financial services organizations report having increased phone conversion rates by 25% or more in the past 12 months.
• Phone calls convert to 10-15x more revenue than web leads.
• 64% of consumers would choose another financial institution after a poor call experience.
• Email marketing drives customer acquisition and retention, according to 80% of professionals.
• Email marketing has an ROI of $42 for every dollar spent.
• 60% of consumers say they’ve made a purchase as the result of a marketing email they received.

In this blog post, we’ll let you in on the five key secrets to successful phone and email sales for your financial institution.

 

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