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Tele Sales & Retention
Fintech tele sales that turns sign-ups into active customers
Our tele sales agents call new sign-ups, inbound leads and target prospects, help them complete onboarding and make their first transaction, all with compliant scripts and full CRM tracking.
At a glance
Sign-up activation calls
Inbound lead conversion
Outbound campaigns
Compliant scripts
Supporting fintechs in the UK, EU, US and Canada
Overview
The fastest way to lift conversion
In many payment apps a large share of sign-ups never complete verification or send money. A short, helpful call at the right moment often solves the blocker, whether it is a document question, a rate query or simple hesitation.
Hilix agents contact leads quickly, explain the next steps clearly, answer product questions accurately and record every outcome. We report conversion from contact to verified to first transaction so you can see the revenue impact of each call.
What’s included
Everything included in Fintech Tele Sales Outsourcing
Who this is for
- Remittance and wallet apps with low activation rates
- Fintechs running lead generation campaigns
- Businesses launching new corridors or products
- Companies with leads that are not followed up
What you receive
- Trained tele sales agents
- Approved scripts and FAQs
- CRM-tracked call outcomes
- Weekly conversion reports
- Script and segment optimisation
How we work
How we build your sales and retention engine
Define
Target segments, offers, goals, compliance rules and success metrics agreed.
Script and train
Compliant scripts, objection handling and product training prepared.
Call and convert
Agents work lists and leads in your CRM with full call logging.
Measure and refine
Conversion data used to refine segments, offers and scripts weekly.
FAQ
Fintech Tele Sales Outsourcing: common questions
How quickly are leads contacted?
We agree speed-to-lead targets, often within minutes or hours, because fast contact converts far better.
Can agents help with KYC questions?
Yes, within your guidelines. They explain document requirements and next steps without making compliance decisions.
Do you record calls?
Calls can be recorded in line with your policy and local law, which also supports QA and compliance.
Keep exploring
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