Financial services call scoring
Close the loan.
Cover the disclosure.
Every call scored for sales and compliance in one pass.
$20 in credits. No credit card.
The problem
Where do new accounts slip?
Reviews cover a thin sample
In our cross-industry benchmark, teams review less than 4% of inbound calls. Conversion signals in the other 96% go unseen.
Callers don't keep office hours
Across industries, 28% of bookable demand arrives after business hours, when voicemail picks up.
Reports stop at the lead
Paid search, comparison sites and referrals all drive calls. Lead cost can't show which call opened an account.
How it works
Top advisor teams score every call.
01 · Find
Flag every missed disclosure
Every loan officer, agent and advisor call gets scored for conversion signals and compliance flags. Reviewers start with flagged calls.
02 · Fix
Answer inquiries after hours
AI voice agents take after-hours calls, capture intent and route them to the right advisor. Scorecards show what top performers do.
03 · Prove
Tie each account to its campaign
Each call links to its keyword and to the loan or account it opened. You and your agency see which spend pays.
04 · Scale
Rank officers by disclosure score
Rank loan officers and advisors on sales and disclosure scores, branch by branch, then coach to your best.
Compare
A sample misses most calls.
| What you get | Convirza | Manual call sampling |
|---|---|---|
| Call review | Every call scored | A small sample |
| After hours | Inquiries routed | Voicemail until morning |
| Marketing proof | Campaign to opened account | Lead cost only |
| Disclosures | Flagged on every call | Spot-checked later |