FINANCE & INSURANCE
Improve your customer engagement and sales in the Finance & Insurance industry with Delacon
Track all calls, maximise marketing ROI, and ensure every inquiry is handled efficiently with Delacon’s Call Management, Call Tracking and Speech Analytics solutions.
Inbound calls: The missing link in Finance & Insurance marketing
For banks, insurers, and financial service providers, phone calls are critical to securing high-value customers. Whether it’s home loans, insurance policies, superannuation, or business banking, consumers need reassurance before making financial commitments.
- Track marketing performance by linking calls to specific campaigns and keywords.
- Improve customer conversion rates by understanding caller intent and optimising follow-ups.
- Ensure compliance with Call Recording and secure Call Management solutions.
- Reduce wasted ad spend by identifying and suppressing existing customers in marketing campaigns.
Smarter Call Management and Call Tracking
for the Finance & Insurance industry
IVR Capture & Routing
Identify if a caller is a new or existing customer and direct them to the right agent.
Geo-Routing
Automatically connect callers to their nearest branch or service provider.
Failover Protection
Prevent missed calls with backup routing during peak periods or system outages.
Real-Time Reporting
Monitor call volumes, track call resolution rates, and measure customer service performance.
Track Omnichannel Conversions
Measure which ads, keywords, and campaigns drive the most inquiries.
Lower Acquisition Costs
Use data-driven insights to refine marketing spend and improve cost per lead.
Improve Compliance & Security
Ensure sensitive conversations meet regulatory requirements.
Enhance Lead Quality
Callers are high-intent prospects, making phone calls a critical part of the sales funnel.
How Suncorp optimised marketing spend with Call Tracking
Suncorp, one of Australia’s largest general insurance and banking corporations, wanted to accurately measure how customers engaged with its brands as a result of paid media activity.
Key results achieved:
- 14% reduction in Cost Per Acquisition (CPA) by optimising digital ad spend.
- 16% increase in Return on Ad Spend (ROAS) by improving attribution accuracy.
- Integrated Call Tracking with Google Marketing Platform and CRM to connect online campaigns with offline sales.
- When Suncorp’s outbound team was disrupted during COVID-19, Delacon became a mission-critical tool for tracking and optimising leads.
- Gained deeper insights into which channels, keywords, and campaigns drove the most valuable conversions.
Trusted by leading
Finance & Insurance brands
For over 20 years, Delacon has helped banks, insurers, and financial service providers improve marketing ROI and customer experience.
Your key tools
for Finance & Insurance
Call Tracking
Track calls by channel, campaign, website source, search word, web page and more to measure and optimise performance and boost marketing ROI.
Call Management
Streamline customer service and help ensure calls are never missed with advanced routing and failover options.
Call Recording & Speech Analytics
Automatically analyse customer conversations for insights to improve sales, service, compliance and operations.
SMS360
Streamline customer communication and increase conversions with automated SMS.
Professional Services
Access insights, training, and consulting to maximise impact and save time.
Integrations your teams already use
Delacon’s Call Tracking, Call Management and Speech Analytics software integrates with your favourite Martech, CRM, and BI tools for a complete view of your inbound/outbound calls and call management process.
Finance & Insurance FAQs
How does Delacon help financial services and insurance companies improve ROI?
Delacon’s Call Tracking connects digital marketing efforts to real phone enquiries, revealing which ads, keywords, and campaigns generate high-value leads and policy sales. This enables marketing teams to optimise spend and improve ROI.
Is Delacon’s platform compliant with financial data privacy regulations?
Yes. Delacon is ISO27001 certified and compliant with GDPR, CCPA, and Australian data privacy standards. All call recordings and analytics can be stored securely in-country with configurable retention policies.
Can Delacon integrate with CRM and marketing automation tools?
Absolutely. Delacon integrates with Salesforce, HubSpot, Microsoft Dynamics 365, and other leading platforms, ensuring that call data and lead outcomes flow directly into your CRM for a complete view of customer interactions.
How can call data improve lead qualification for financial advisors or brokers?
By analysing call intent and content using Speech Analytics, financial teams can identify qualified leads, understand customer sentiment, and prioritise follow-ups that are most likely to convert.
Does Delacon support multi-brand or partner networks?
Yes. Delacon’s system supports multi-brand hierarchies, making it ideal for insurance groups or banks with multiple business lines, partner programs, or franchise networks.
Optimise customer engagement with Delacon’s Call Management, Call Tracking and Speech Analytics solutions
Improve marketing performance, streamline service delivery, and maximise customer lifetime value with Delacon’s Call Tracking and management solutions.