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Outbound Calling for Financial Services


Outbound calling enables financial services companies to connect with potential clients through high-quality calls. These companies can contact new and recurring customers to generate more sales, survey the market, and build stronger bonds that foster loyalty. Outbound calling is one communication solution that can enhance and improve your client relations.

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financial calls

What is Outbound Calling?

Outbound calling refers to outgoing calls made by a business to customers. Outbound calls are generally made by sales teams, customer service teams, call centers, appointment setting services, etc. Since outbound calls are calls made to customers by enterprises, they generally require the customer to complete a task that benefits them.

If more than 50% of your company calls are outward-facing (outbound), then you can benefit from an outbound calling service. With such a service, your business does not need to outsource customer calls to an outbound call center.

Global Call Forwarding’s Outbound Calling service enables financial services companies to make good quality high-volume outbound calls and display their virtual number’s caller ID. This means that such businesses can make local, long-distance, and international sales calls with a customizable caller ID.


What Type of Financial Services Can Benefit From Outbound Calling?

financial servicesFinancial services are economic services offered by the finance industry. Basically, these businesses deal with managing money, insurance, and investment opportunities across private and government-sponsored enterprises. Here are some of the most common financial services:

  • Angel investment networks
  • Commercial banking services
  • Conglomerates (universal banks)
  • Credit card networking
  • Debt resolution
  • Family investment and wealth management
  • Foreign exchange services
  • High-frequency trading
  • Investment services
  • Insurance services
  • Investment banking services
  • Private equity
  • Venture capital, and more.

Sales teams in these companies, provided they have a high outgoing call volume, can use outbound calling to connect with prospects and clients.

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What Can You Achieve With Outbound Calling?

You can use outbound calling to generate more business from current clients or cold-call new prospects. Based on research and metrics, banks, insurance firms or other financial services companies can use outbound calling in a variety of ways:

  • Increase sales
  • Lead generation
  • Conduct market research
  • Welcome new customers
  • Increase brand awareness
  • Collect surveys, testimonials
  • Offer important service updates
  • Cross-sell or upsell current clients
  • Follow-up on past purchases
  • Credit card enhancement programs
  • Send out reminders for renewals
  • Payments, and more.
Financial services companies can purchase different virtual business numbers such as toll free, international, and local numbers, and use these numbers as caller IDs when calling. In that sense, if you are a bank in Miami and want customers from Colorado, you can get a local Colorado number. Then, when you contact Colorado clients, you can have the caller ID display your Colorado number. Locals recognizing a local number are more likely to answer the call. And this makes your business accessible to clients in a different state by creating a “virtual” presence.
Virtual phone numbers for financial services

How to Get Outbound Calling?

To utilize outbound calling for business calls, you first need to get the service from a virtual phone service provider. No additional equipment is required as calls are delivered through a VoIP connection. To begin you need to:
  1. Sign up on our homepage and purchase virtual numbers as needed.
  2. Activate your number(s).
  3. From the control panel, select a virtual number for your caller ID from the numbers purchased.
  4. Install a dialer app on a smartphone, laptop, or computer
  5. Dial away and start connecting with clients.
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Additional Features

Global Call Forwarding offers call center solutions so that you can manage incoming and outgoing calls professionally. When you purchase virtual numbers from us, you can activate call forwarding to receive incoming calls on specific numbers. And you can customize your caller ID to display specific numbers when calling clients in different locations.

Additionally, you can use Outbound Call Recording which lets you record outbound calls for future reference, compliance and liability purposes, and review employee performance. With call recording, you can also determine which marketing and sales tactics are successful and which need improvement. And, lastly, you get to keep records of client transactions, which may prove beneficial in the future.

All Plans Include

  • call recording Call Recording
  • unlimited extensions Unlimited Extensions
  • advanced ivr Advanced IVR
  • enterprise api Enterprise API
  • greeting Customized Greeting
  • time of day Time of Day Routing
  • failover forwarding Failover Forwarding
  • voicemail to email Voicemail to Email
  • fax to email Fax to Email
  • sms forwarding SMS Forwarding
  • local ringback Local Ringback Tone
  • simultaneous ringing Simultaneous Ringing
  • sequential forwarding Sequential Forwarding
  • country forwarding Select Country Forwarding
  • account management Account Mangement

Enhance Customer Relations and Drive Up Sales with Outbound Calling

Banks, financial services and insurance companies are always looking to grow and expand their customer base. Outbound calling can help these businesses achieve their goals inhouse with reasonable rates. Contact us to learn more or sign up today and start enhancing customer service.
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