Financial Services

Financial Services Firms such as Edward Jones, Merrill Lynch, Morgan Stanley, H&R Block, Jackson Hewitt, Liberty Tax, State Farm, Allstate and Farmers Insurance rely on Pied Piper's Lead Handling Effectiveness™ (LHE™) to Improve Client Acquisition and Retention

Mortgage brokers, wealth advisors, and insurance agents live and die by how well they respond to new client inquiries. That's why leading financial services companies use Pied Piper's LHE™ to measure, report, and improve every interaction with a potential client.

PSI's proven data-driven approach identifies the specific follow-up behaviors—speed, tone, helpfulness, persistence—that drive higher conversion. Pied Piper combines AI and expert evaluation to analyze both web form and phone inquiry responses, benchmarking performance across offices, agents, or brands.

LHE™ alerts clients when follow-up falls short and offers clear, prioritized actions to improve. The result? More leads turned into clients, and fewer missed opportunities.

Industries and Applications Include:

• Mortgage Brokers
• Financial Advisors
• Wealth Management Firms
• Insurance Agents and Agencies