2X more appointments & 80% more leads: How Convoso fueled growth for Innovative Financial Group

Facing increased competition and industry challenges, Innovative Financial Group found a solution by switching to Convoso’s dialer software. This move led to a dramatic transformation, including a shift to a virtual sales model, rapid workforce expansion, and significantly improved results.

  • Discover how a switch to Convoso led to a 2X increase in appointments scheduled and 80% increase in leads transferred.

  • Learn how Innovative Financial Group achieved 7X growth in headcount while improving training and coaching efficiency.

  • See how the right tools can help overcome industry challenges like Spam Risk and Scam Likely labels, driving success in a competitive market.

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