Personalized Sales for Financial Services
Why?
Financials decisions carry significant weight for both consumers and small business owners. And your product is probably not your customers’ area of expertise, so it requires explanation to articulate the full value.
Personalized, live conversation can quickly build trust and answer questions, providing that extra nudge a portion of your customers need to move forward. Furthermore, it can ensure your customers are both engaged and qualified before they’re onboard.
Secure & Compliant
Closeable maintains strong privacy and security measures, to ensure your customer data, and any financial information they may share, is secure. We’re familiar with financial regulations including UDAAPs, ECOA, FCRA, KYC (amongst others) and can ensure our communications align with your compliance requirements.
Customized for maximum impact
Your funnel is unique tailored to the solutions you provide, so our live engagement strategy targets key touchpoints for optimal results:
Inbound contact options in the online funnel
Personalized outreach to customers who pause at critical stages (qualification, application, checkout, etc.)
Proactive engagement of high-value existing subscribers
Three ‘Out of the Box’ Products
Proactive Outreach
Target cart or form abandoners, marketing leads, or existing customers (for retention & repetition), through a simple API or no-code integration
Inbound Contact
Embed a single Closeable script tag in your site header and we’ll experiment with inbound calls to action — calls, sms, chat, and scheduled meetings — to turn potential exits into interested buyers.
Dedicated Channel
Diversify your ad campaigns by driving traffic directly to a Closeable built and hosting landing page, where we’ll capture leads for follow up and drive to your site to purchase. Perfect if you want to test human-assisted conversion, without changing your existing experience.
