How USA First Financial Scaled Client Service Operations with Voxify
How USA First Financial Scaled Client Service Operations with Voxify
How USA First Financial Scaled Client Service Operations with Voxify
Assistant Phone Number: (463) 2837160
Assistant Phone Number: (463) 2837160
Executive Summary
USA First Financial, a registered investment advisory firm, needed to scale operations to keep up with increasing client inquiries. By partnering with Voxify, they developed an automated system that integrated with their CRM and ensured no call or lead was missed. As a result, the firm is now equipped to handle larger call volumes and scale efficiently.
USA First Financial, a registered investment advisory firm, needed to scale operations to keep up with increasing client inquiries. By partnering with Voxify, they developed an automated system that integrated with their CRM and ensured no call or lead was missed. As a result, the firm is now equipped to handle larger call volumes and scale efficiently.
Client Background
Company: USA First Financial
Industry: Financial Services (Registered Investment Advisory)
Years in Business: 6+
Services: Investment planning for clients of all sizes
USA First Financial is committed to building tailored investment strategies and long-term relationships with its clients. As their client base grew, so did the volume of inbound communication—highlighting a key growth bottleneck.
Company: USA First Financial
Industry: Financial Services (Registered Investment Advisory)
Years in Business: 6+
Services: Investment planning for clients of all sizes
USA First Financial is committed to building tailored investment strategies and long-term relationships with its clients. As their client base grew, so did the volume of inbound communication—highlighting a key growth bottleneck.
The Challenge
With business growth and an increased investment in marketing, USA First Financial experienced a surge in call volume and client engagement. However, they didn’t have the customer service infrastructure to manage the influx.
Missed calls = missed opportunities
Website traffic wasn’t being fully captured
CRM integration was underutilized
The lack of an efficient, scalable system threatened to undermine their marketing ROI and growth goals.
With business growth and an increased investment in marketing, USA First Financial experienced a surge in call volume and client engagement. However, they didn’t have the customer service infrastructure to manage the influx.
Missed calls = missed opportunities
Website traffic wasn’t being fully captured
CRM integration was underutilized
The lack of an efficient, scalable system threatened to undermine their marketing ROI and growth goals.
The Solution
Keith Graves, Founder of USA First Financial, was referred to Voxify and began working closely with David Dugan. Voxify developed a customized plan that:
Automated call handling processes
Captured and routed web traffic intelligently
Integrated seamlessly with the firm’s existing CRM
Positioned the firm for future scalability
This strategic approach helped USA First Financial respond effectively to every inquiry without adding overhead.
Keith Graves, Founder of USA First Financial, was referred to Voxify and began working closely with David Dugan. Voxify developed a customized plan that:
Automated call handling processes
Captured and routed web traffic intelligently
Integrated seamlessly with the firm’s existing CRM
Positioned the firm for future scalability
This strategic approach helped USA First Financial respond effectively to every inquiry without adding overhead.
Implementation
Series of in-depth planning sessions and workshops
Deep collaboration between both teams to understand workflows
Phased implementation of automation and CRM integration
Continuous optimization to handle projected marketing growth
Series of in-depth planning sessions and workshops
Deep collaboration between both teams to understand workflows
Phased implementation of automation and CRM integration
Continuous optimization to handle projected marketing growth
Results
Eliminated missed calls during marketing campaigns
Fully integrated CRM with inbound client traffic
Improved client service without increasing headcount
Positioned to scale operations without service disruption
Eliminated missed calls during marketing campaigns
Fully integrated CRM with inbound client traffic
Improved client service without increasing headcount
Positioned to scale operations without service disruption
Client Testimonial
“We had tons of meetings to get to this place and I tell you—I couldn’t be happier with some of the work that Binary Intent has done.
We can now handle the influx of call volume we expect when we invest in marketing. We can’t miss calls, we can’t miss website traffic… and we wouldn’t have been able to do it without Binary Intent.
Kudos to the team—they are absolutely an important part of USA First Financial and our growth.”
“We had tons of meetings to get to this place and I tell you—I couldn’t be happier with some of the work that Binary Intent has done.
We can now handle the influx of call volume we expect when we invest in marketing. We can’t miss calls, we can’t miss website traffic… and we wouldn’t have been able to do it without Binary Intent.
Kudos to the team—they are absolutely an important part of USA First Financial and our growth.”
— Keith Graves, Founder, USA First Financial
— Keith Graves, Founder, USA First Financial
Smarter Conversations Start Here
Smarter Conversations Start Here
Smarter Conversations Start Here
With VoxSuite, you can deliver better customer service while saving time and money. Let Aurora do the heavy lifting, so you can focus on what matters most.
With VoxSuite, you can deliver better customer service while saving time and money. Let Aurora do the heavy lifting, so you can focus on what matters most.
131 Continental Dr. Suite 305,
Newark DE 197130
United States
131 Continental Dr. Suite 305,
Newark DE 197130
United States
131 Continental Dr. Suite 305,
Newark DE 197130
United States
