What's New

What's New

New: Productivity Report Custom Fields Now in the Overview Section Uploading AUM/Insurance Accounts via CSV Assign Scheduler to Leads Assigning Tasks to Teams Q2 2025: Upcoming Features Your Emails, Calls, and Texts—Now Easier to Manage Than Ever Introducing Marketing Opt-In Filters for Text Messages Introducing "Know Your Client" & New Financial Tracking Fields Effortless Task Management with Recurring Tasks Introducing the New Template Icon Introducing Privacy Controls for Tasks, Notes, Calls, Emails, and Text Messages March 2025: Upcoming Features Introducing Private Appointments in LeadCenter Change Host Calendar for Client Review Reminders Simplify Event Management with BigMarker + LeadCenter Integration Streamlined Team Collaboration with Comments & Mentions Three new reports released Capturing Emails from Secondary Email Addresses Group Calendar Enhancements: Pre-bookable Days & Buffer Time New Tasks Page Design: A Better, More Intuitive Experience Direct Wealthbox Integration – No Zapier Needed! Automate RMD Tracking & Stay Compliant Effortlessly Upcoming Features in February 2025 Smarter Lead Insights—Catchlight Now in LeadCenter! Your Seminars, Your Way—Now with Custom Registration Questions! Automate AUM Production Calculations with LeadCenter LeadCenter Now Seamlessly Integrates with Smarsh Jan 6th 2025 Feature Update Organize Campaigns Directly Under Sources Ready for 2025? Simplify Year-End Planning with Executive Reports Introducing Event Roster & Name Tags for Seamless Event Management LeadCenter.AI Achieves SOC 2 Type 2 Certification! Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue! Simplify Client Data Collection with LeadCenter’s Secure Financial Questionnaire Reports migration to Google BigQuery Bulk Update Across All Contacts is Now Available! Extra Security to Protect Your LeadCenter Account Rapid Lead Response New Workflow Enhancement: Introducing Delay Step Take Your Event Management to the Next Level Stay Compliant with Automated Client Review Reminders by Email and SMS Integrated Email Marketing with SendGrid Multiple writing Advisors Per Account Click-To-Call Solution Announcement Email Marketing Campaigns Announcement Click-to-Call and Measuring Scheduler Performance New Subject Lines for Appointment System Email Notifications Unlock Your Advisory Firm's Full Automation with Workflows Increase Productivity and Save Time with LeadCenter Peek

Most Americans Don’t Answer Calls From Unknown Numbers. How to solve this issue!

11/14/2024 Outbound Call High Response Rate Solution

Calling leads and cold calling are major contributors of conversion of leads to appointments and clients. However, 80% of Americans don't answer calls from unknown numbers according to a recent research by Pew Research Center. LeadCenter.AI can help you overcome this barrier. 

We’re excited to announce the launch of the LeadCenter.AI Outbound Calls High Response Rate Solution in Public Beta*.

This solution is part of LeadCenter Click-to-Call using virtual phone numbers. It includes verifiying your LeadCenter account with cell phone carriers for:

  • Voice Integrity: Prevents calls from being flagged as spam, helping maintain call reputation.
  • SHAKEN/STIR: Verifies caller identity to protect against robocalls, ensuring your legitimate calls aren’t mistaken as spam.
  • Caller ID: Displays your firm’s name on recipients’ Caller ID, available primarily on landlines to build trust instantly.
  • Branded Calls: Shows your firm’s name—and soon, logo—on mobile devices, helping clients recognize and trust your calls.

How much does it cost?

There is a one-time charge of $350 to enable it in your account. If you enroll in the program during the Public Beta phase, this charge will be waived. The Public Beta is available only to existing LeadCenter.AI customers who used the platform for at least 3 months.

Additionally, the following pay-as-you-go charges are applicable after enabling the solution in your account:

Feature Cost
Voice Integrity Free
SHAKEN/STIR Free
Caller ID Free
Branded Calls $0.36 per call

To enroll in the beta program, please send an email to support@leadcenter.ai and one of our customer services representatives will contact you for the next steps and required documentation.

*Public Beta Program: LeadCenter High Response Rate Solution is currently available as a Public Beta product and the information contained in this article is subject to change. This means that some features are not yet implemented and others may be changed before the product is declared as Generally Available. Public Beta products are not covered by LeadCenter SLA. Login or Register an Account

Need more help?

If you can’t find the answers you’re looking for, our support specialists are available to answer your questions and troubleshoot if necessary.

  • Phone Call (888) 291-7116. Our main hours are Monday to Friday 7 am-5 pm Central Time.
  • Support Ticket Send your questions and inquiries via email to support@leadcenter.ai. A support ticket will be created and one of our team members will get back to you as quickly as possible.