Marketing gets measured at the start of a journey that finishes weeks later

An inquiry becomes a decision in principle, then an application, then underwriting, then an offer. A commercial facility or a wealth mandate takes longer still. Somewhere in there, usually early, an adviser or a broker picks up the phone and the marketing source stops traveling with the case.

So your spend gets credited with the application, the completion lands in another system weeks later, and by the time anyone reconciles the two the campaign has been switched off.

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What you can see

  • Clicks
  • Sessions
  • Product and rate page views
  • Applications started

What’s missing

  • Phone bookings
  • Whether the caller was a prospect or a customer
  • Which cases actually completed
  • Why the others dropped out

The impact

  • Spend switched off before the cases it created completed
  • Poor optimization decisions
  • Missed revenue opportunities
  • Slower growth

Infinity has led to a clearly trackable improvement in the efficiency of our marketing spend and influenced what we're spending our budget on.

Marketing Director, Grove & Dean

Four ways Infinity helps financial services marketers

Attribution and revenue visibility

Connect every call to the campaign, keyword and journey behind it.

Report on business completed, not applications started.
Split it by product, brand and route to market, and close the gap between spend and value written.

Learn about call attribution

Paid media optimization

Tell your bidding the difference between an application and a case that funds.

Feed funded outcomes into Google Ads and Meta, so budget goes after the cases that actually complete.
Back the products where the money actually lands.

Learn about paid media optimization

Conversion improvement

Find out why an application stalled.

Spot the reasons that repeat: affordability, a security the lender wouldn’t take, rate expectation, a document the customer couldn’t produce.
Fix it in the journey rather than the media plan.

Learn about conversion improvement

Revenue recovery

Count the inquiries you paid for that nobody got back to.

Reach them before they go to another lender or adviser.
A stalled case is cheaper to restart than a new one is to buy.

Learn about revenue recovery

I’ve used a lot of call tracking platforms and found Infinity to be the best all-round solution.

Digital Campaign Manager, Retail Merchant Services

The Infinity loop
Infinity connects the conversation to the case, and the case to the campaign

1. Capture
Every call into every branch, broker desk and contact center arrives carrying the channel, campaign, keyword and journey that produced it, from brand and search through to your product and rate pages.
2. Signal
Establish whether this was new business or servicing, which product was in play, what the case was worth, and what stopped it completing. Servicing calls get read as well, which in a bank or building society is where most of your conversations sit.
3. Prioritize
Work out what’s driving completions and what’s blocking them, then act first on what moves ROMI and value written most. Scale the products that fund, and fix the barriers costing you the most cases.
4. Activate
Feed them to Google Ads, Microsoft Advertising, Meta, GA4, your analytics warehouse and CRM, so bids, budgets, application journeys and follow-up all improve.

What is the Infinity loop?

The Infinity Loop is how Infinity turns customer conversations into marketing performance.

Capture connects every call to the campaign, keyword and journey behind it.

Signal analyzes the conversation to identify intent, friction and value.

Prioritize ranks what matters commercially.

Activate sends those signals into the advertising, analytics and CRM systems where decisions get made.

Each cycle changes the journeys and conversations that follow, which improves the next one.

Put call data to work across
every lever in your marketing

Infinity carries the marketing source through the whole case, turns what it hears into first-party signals, and puts them where your media, your journeys and your teams can use them.

Bid on completions, not applications

Return funded outcomes to Google Ads and Meta, so your bidding goes after cases that complete rather than forms that get started. Moneyfacts and the comparison tables then get judged against your own channels on the same basis.

See what your intermediary channel actually converts

Marketing buys the demand centrally and a broker or adviser completes the case. Track the calls into each and you can compare panels, networks and regions on business funded rather than applications passed.

Win the cases an online decision can’t make

A non-standard property, an unusual income, a complex structure. Hear what those callers need, and point your brand and search at the cases you actually want.

Evidence what customers experience, not just what they clicked

Consumer Duty asks firms to evidence that customer outcomes are being monitored, and conversations at volume are a first-hand record of those outcomes. The same reading tells your marketing what customers find confusing, what they value, and where products or criteria fall short of expectation.

Being able to track phone calls like clicks to our website has provided such important information to making future decisions on our marketing campaigns.

Marketing Manager, New Era Debt Solutions

One platform.
Several solutions to fund more business.

Infinity combines call tracking, conversation intelligence, and AI⁠-⁠powered automation to help marketers capture, understand and act on the signals that drive growth.

Call tracking

Connects every call, into every branch, broker desk and contact center, to the channel, campaign, keyword and journey behind it. Every Infinity solution starts here.

Explore Call Tracking

Conversation Analytics

Analyses conversations at volume to tell new business from servicing, show why cases stall, and turn everyday calls into a scalable source of customer feedback.

Explore Conversation Analytics

Smart Outcomes

Turns what happened on the call into a conversion signal your ad platforms can optimize against, so bidding learns from completed cases too, not just the application forms your site recorded.

Explore Smart Outcomes

Smart Match

Links calls to your origination and revenue records, so cost per funded case and value by campaign are figures you report rather than estimate. It also gives value-based bidding real case values to work from.

Explore Smart Match

Conversion Barriers

Identifies what’s stopping inquiries becoming bookings and ranks the fixes by commercial impact.

Explore Conversion Barriers

Smart Voice

Voice AI for the new business demand that arrives outside branch and adviser hours.

Register interest

Activate the signals across your stack

Infinity doesn’t replace your marketing stack.
It helps every part of it perform better.

Infinity integrations grid
Optimise-integrations

Optimize media spend

Return funded outcomes to the platforms you buy on, so bidding learns from the cases that completed rather than the applications that started.

Connect-integrations

Connect marketing to revenue

Route call data into your CRM and origination systems through our integrations and open API, and follow an inquiry through to the case it became.

Reporting-integrations

Complete your reporting

Sit call data beside the rest of what you measure, by product, by channel and across your network.

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NFU Mutual covers home, farm and business insurance through 295+ agencies across the UK. Working with Infinity, the team connected calls back to the campaigns and keywords that produced them, and used Smart Match to improve lead quality and lower the cost of acquisition.

100%

Of calls matched
to marketing activity

33%

Reduction in low
quality call volumes

31%

Increase in
revenue per call

Built for financial services marketers measured on business completed

Completions are what the board counts, and they land weeks after the campaign that caused them.

Infinity helps financial services marketers connect conversations to revenue, improve performance, and generate more value from existing demand.

Prove impact

Cost per funded case and value by channel, campaign and keyword, comparable across branches and intermediaries.

Improve performance

Put budget where cases complete rather than where applications start, using what applicants and customers actually said.

Do more with less

Restart the cases that stalled, and put what customers tell you back into the products and journeys you take to market.

Find the highest-value opportunities hiding in
your conversations

Conversation data will show you where cases fall down and what customers keep raising. Deciding which of it moves the most value, and in what order, is a job that rarely reaches the top of anyone’s list.

That’s the work our Insights & Intelligence team does. A Rapid Insights Project answers one question and comes back with a prioritized action plan, usually in two to five weeks. Professional Services keeps that analysis running, so you always know what to fix next.

Explore Infinity services

Insights-and-Intelligence-team

Getting started is easy

Deploying Infinity across your branches, contact centers and intermediary channel is straightforward. Our Customer Success Managers and Support Specialists work with you from day one on the use cases that matter most in financial services, with regular training to keep the value coming.

1

Deploy JS code to your site

Paste the Infinity call tracking code into your website.

2

Set up integrations

Use our integrations and easy-to-use API to get your call tracking data where you need it.

3

Testing completed by Infinity

Let our team verify that your installation and integrations have been set up correctly.

4

Go live!

Start seeing which campaigns fund business, and where to invest next.

Get started with a demo

Financial services call tracking FAQs

Financial services call tracking basics

It attaches the marketing source to an inbound inquiry. Someone compares rates, reads a product page or clicks an advert, then rings a branch, an adviser or a broker, and the channel, campaign, keyword and web journey behind that call get recorded. Because the cases worth having are qualified in conversation rather than on a form, that’s what lets marketing be judged on business completed rather than applications started.

Call tracking answers where the call came from. Call analytics answers what happened inside it: which product, whether the case progressed, what stopped it. One gives you a source report. The other gives you a cost per funded case.

Yes, and in a bank or building society it’s usually the first thing it does. Conversation Analytics classifies what each call was about, so new business sits apart from payments, arrears, account queries and general servicing rather than being averaged into one acquisition figure.

Consumer Duty asks firms to evidence that customer outcomes are being monitored, and a conversation is a first-hand record of the outcome a customer actually got. Reading those conversations at volume gives you a consistent view of what customers were told, what they understood and where they struggled.

Yes. Branches, desks, regions and intermediary partners can be tracked and reported on their own, then rolled up to group level, with access set per location.

Performance and measurement

By connecting the call to the case it produced. CRM integrations, or Smart Match where that’s the better route, match your origination records against tracked calls and their marketing source, so cost can be reported against completions and value by channel and campaign.

Automated bidding optimizes against whatever you define as success. Give it funded outcomes rather than application volume and it learns to tell a case that will complete from one that was never going to.

The reasons that recur: affordability, a security the lender wouldn’t take, rate expectation, a document the customer couldn’t produce, or an answer that left them unsure. None of those appear in an application-start report, and most of them are fixable in the journey.

Moneyfacts and the comparison tables report what they sent you, and they report it at the point of referral. Call tracking follows your own brand, search, social and offline activity through to the case that completed, so the two can be judged on outcomes rather than on introductions.

Platform, data and compliance

Infinity is ISO 27001 certified and supports configurable recording, retention and access controls. Recording, retention and customer-outcome evidence requirements depend on your regulatory framework and how you operate, so the configuration is agreed with you and your compliance function during implementation.

Google Ads, SA360, Microsoft Advertising, Meta, GA4, Adobe Analytics, BigQuery, Looker Studio, Power BI, Salesforce, HubSpot and Microsoft Dynamics are among the integrations most used by financial services marketers, plus our open API for connecting to origination and servicing systems. Infinity is designed to deploy quickly and complement the tech you already run.

Your published numbers stay in place. Tracking numbers sit alongside them and route to the same teams, and the configuration is agreed with you during implementation.

Call tracking can be live in week 1. Outcome signals typically start improving optimization by day 30, and revenue signals drive measurable ROAS and CAC improvement within 90 days.

443-892-2600