Moneypenny has launched a new call-tracking service to help financial services businesses identify which marketing campaigns, ads, web pages, and specific keywords drive phone calls.
The innovative solution is the first to be created in partnership with Ruler Analytics, a specialist marketing measurement platform.
In today’s competitive landscape, phone calls are still one of the most valuable forms of customer engagement, and understanding how they are generated is crucial to maximising marketing return on investment (ROI).
With Moneypenny’s Call Tracking service, financial services businesses can now track the journey of each call back to its source. This provides a clear picture of which marketing strategies are performing best and how Moneypenny is adding value.
Key Features of Moneypenny’s Call Tracking:
- Comprehensive Call Attribution: Gain full visibility into which campaigns, ads, landing pages, and keywords drive the most valuable calls, enabling smarter marketing decisions. Integrating this service with businesses’ existing marketing technology allows them to connect all call data to their campaigns, refine strategies, and maximise ROI.
- Professional Call Handling: Financial firms will not only know where calls are coming from but can also ensure that Moneypenny’s expert team answers every call promptly and professionally, delivering a seamless customer experience.
- Seamless CRM Integration: Connect call data to in-house CRM systems to track conversions and monitor the true return on investment (ROI) across all marketing efforts—whether PPC, SEO, or paid social.
- Optimised Campaign Performance: Maximise the effectiveness of financial services marketing strategies across multiple channels by understanding which tactics lead to high-value phone calls and improving performance across paid search, SEO, and social media campaigns.
Sally Moth, Group Head of Product Marketing at Moneypenny, said: “With Moneypenny’s new Call Tracking service, marketers no longer need to guess which campaigns are performing well. They now have the visibility to see the true impact of their efforts in real time. By combining robust call tracking with professional call answering, businesses can guarantee that every call is answered and that every customer is given a fantastic first impression.”
Why Call Tracking Matters
Louise Walpole is head of the finance sector at Moneypenny, which provides the highest levels of client care for hundreds of accountancy and finance businesses in the UK with its telephone answering, live chat and support line services. She said: “ Phone calls are a critical part of the customer journey, particularly for businesses in the financial services sectors. However, until now, tracking the source of those calls has been a challenge. Our new service allows them to optimise the most effective marketing tactics, allocate budget to the channels that drive results and help them grow.”
Ian Leadbetter, CEO of Ruler Analytics, said: “We’re thrilled to partner with Moneypenny to deliver a solution that enables marketers to bridge the gap between their campaigns and customer engagement. By pairing Ruler’s advanced marketing attribution technology with Moneypenny’s exceptional communication services, we’re helping businesses uncover the true ROI of their efforts and make smarter decisions that drive growth.”
