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Talk to Sales:
 INDIA 1800-1020-340
  •  INDIA 1800-1020-340
  •  SINGAPORE +65-315-85-434
  •  DUBAI/UAE +971-455-08-331
  •  THAILAND +66-208-03-980
  •  SAUDI ARABIA +966-11-5204444

Investment Firms

Track all your inbound leads on one dashboard, measure ROI on marketing campaigns and increase authenticity with mobile verification



No real view of inbound leads, inefficient call tracking software for multiple locations and agents, fraud due to no mobile verification

Investing money is the main focus of small businessmen so that they can make more money. So they look for a potential agent or a company to invest their sum through which they can earn profits according to the market trends. But the problem arises when a businessman cannot find a good agent because agents who let people invest face several challenges due to which they are unable to maintain their brand image. Some problems encountered with these agents are:

  • No real view of inbound leads due to unavailability of any tracking software
  • Inability to calculate ROI over different marketing channels
  • Inability to send payment reminders and promotional offers via SMS
  • Multi-location connectivity with a single number
  • Increase in losses through fraud due to no mobile verification


How Knowlarity’s cloud telephony services help investment firms

Toll-free number

A toll-free number allows customers to reach you for free – making it hassle-free for them and telling them you’re always here to listen – whether it’s feedback or a query.

ASR-powered IVR

When your customers call the toll-free or virtual number, an IVR greets your customers in a professional voice, and directs them to the person and department they wish to speak to without human intervention. Coupled with an ASR, the IVR records voice responses and the customer doesn’t need to type numbers in the dialpad. ASR makes the customer experience more human-like, making customers feel as if their interaction with the IVR is a human interaction


Click-to-call allows your customers to call you with the click of a button, no matter whether they are on their laptop or on the phone. While it saves them the effort of noting down your number and dialling it again, it helps you deliver a good customer experience and increase conversions.


After the deployment of these services now the agent receives calls to a single number provided by Knowlarity. Highly professional, personalized outbound calls with voice moderation for emotions. Now, the agent has the system through which he can send SMS to his clients for payment reminders, approaching due dates. Automated SMS solution helps him with marketing as he sends SMSes to update people about new schemes and offers.

Trusted by over 15000+ organizations across 65 countries

Or, Talk to Sales
 INDIA 1800-1020-340
  •  INDIA 1800-1020-340
  •  SINGAPORE +65-315-85-434
  •  PHILIPPINES +63-264-06-899
  •  DUBAI/UAE +971-455-08-331
  •  THAILAND +66-208-03-980
  •  SAUDI ARABIA +966-11-5204444
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