Case Study: a leading financial services firm recovers £375M in lost revenue with Invoca

a leading financial services firm recovers £375M in lost revenue with Invoca

The customer, a leading multinational financial services firm, faced a critical challenge in tracking the effectiveness of its marketing spend. Despite investing heavily in digital campaigns to drive calls to a dedicated number, the marketing team had no visibility into whether those valuable calls were being answered or converted into clients, creating a significant blind spot in their journey. They partnered with Invoca to close this marketing-to-sales gap.

By implementing Invoca's AI platform to monitor call activity, the firm discovered that nearly 50% of calls were going unanswered, primarily during peak hours. This data revealed the scale of the problem: 250 missed qualified leads, representing £375 million in lost revenue and £2.5 million in wasted marketing spend. Invoca provided the crucial insights needed to identify a resourcing bottleneck and optimize the conversion funnel.