How Does Your Phone Call Performance Stack Up?
The Invoca Call Conversion Benchmarks Report for the Financial Services Industry
For financial services companies, banks, and insurance providers, revenue growth depends on two critical factors: how effectively your digital marketing drives qualified phone leads, and how well your representatives convert those calls into applications, accounts, and new clients.
We created this benchmark report so you can discover where your organization's digital marketing and call handling experiences excel, areas for improvement, and strategies to drive significant growth in an increasingly competitive marketplace.
Get Industry-Leading Insights From Over 60 Million Phone Calls
Based on Invoca's AI analysis of more than 60 million phone calls, this comprehensive benchmark report reveals financial services-specific insights:
- Call Answer Rates: See how your institution's answer rates compare to financial services benchmarks and discover tactics to improve them
- Phone Lead and Conversion Rates: Compare your performance across marketing channels driving calls to your organization
- Google Ads Performance: Learn how financial services companies convert paid search traffic into phone leads and clients
- Call Handling Performance: Benchmark your representatives against industry standards on eight critical metrics
- Tips and Tactics to Transform Your Approach: Learn how your financial services business can drive more leads, convert more customers, and provide amazing experiences
Key Financial Services Industry Findings
Get the report to learn actionable insights to maximize your marketing ROI, boost conversion rates, and improve call handling to drive more revenue.
Download the report60%
of callers speak with a person
21%
ask leads for a sale
34%
of calls from digital marketing are leads
29%
of those leads convert on the call
