Financial Services

CallRail achieves security and privacy milestone with SOC 2 Type II report

The SOC 2 Type II report verifies that CallRail has achieved the Trust Services criteria for data security, availability, and confidentiality.

4 ways CallRail levels up your financial services marketing

Learn how call tracking, conversation intelligence, and form tracking take your marketing efforts for financial services to the next tier.

8 marketing tips and best practices for financial advisors

The pandemic saw the rise of people looking for financial advice, making it a great time for financial advisors to position themselves as a great resource. Read these 8 tips to learn how.

Call recording and transcription: Achieving PCI compliance

Learn how your business can implement proper call recording and transcription practices to protect customer data.

How to build customer loyalty with educational, financial content

As a financial institution, it's vital to become a trusted resource for your customers. And the best way to do this is by providing educational content to build long-term relationships.

PCI compliance checklist: Protect your customers’ credit card data

Protecting customer data in today's digital world is extremely important. And there are few things you need to keep in mind to make sure your following best practices. Take a look at this checklist to get started.

New to ad extensions? Here’s what you need to know

Google Ad Extensions can benefit marketers of all levels. Find out more about the different types of ad extensions and when to use them.

Expand your reach: The multichannel approach to financial services marketing

The financial services industry is projected to grow by billions in the next couple of years, and it will be tough to attract new customers. Learn how financial institutions can expand their reach with multichannel marketing.

Cold call scripts and tips for financial services

For any industry, genuine human interaction is key for conversion. After all, who wants to deal with a sales pitch robot? Check out these helpful cold calling scripts and tips for financial services companies.

The financial services guide to content marketing

Learn how content marketing helps financial institutions stand out from their competitors

5 must-have marketing tools for mortgage loan officers

Mortgage loan officers face an increasingly competitive market, and having the necessary tools for success is vital. Learn the essential marketing tools that will keep you ahead of the game.

Why financial services need call tracking

How call tracking can benefit your financial services business, plus tips for implementing call tracking software today.