In today’s digital world, consumers increasingly rely on self-serve options – leaving financial institutions with fewer opportunities to connect with their people and create Remarkable Experiences.
That’s where LSI comes in. Whether we’re reaching out to remind, educate, onboard, prepare for a conversion, identify new or better loan opportunities, or simply say hello, our outbound team and digital assistance solutions help you connect with your people at the right moment to build loyalty and meet their financial needs with precision.
The LSI Benefit
LSI Has Expertise with OVER 100 Different Campaign Options
New Member Welcome
Pre-conversion De-escalation Calls
Auto Loan Recapture
Online Banking Conversions
Credit Card Promotion
New Issued Credit Card Activation
Mortgage Refinancing
Holiday Loan Promotion
Email Capture Campaign
Customer Surveys
Dormant Account Activation
Approved Loan Follow-Up
Testimonials
Trusted by Credit Unions & Community Banks Nationwide
Credit unions and banks across the country rely on LSI to improve experiences and deliver measurable results. Higher funding ratios, reduced delinquencies, and stronger member relationships are just a few examples of how we can help you achieve long-term success.
FUND MORE LOANS
What is an outbound call center?
An outbound call center makes proactive calls to members or customers rather than waiting for them to call in. For a credit union or bank, that means reaching people to welcome them, follow up on loans, run surveys, or share timely offers, all handled by trained agents who represent your brand.
What is the difference between inbound and outbound call center services?
Inbound handles calls that members or customers start, like questions or service requests. Outbound is the reverse: agents place the calls to reach members or customers first. Most financial institutions need both, and LSI can run outbound campaigns alongside inbound customer service so no interaction falls through the cracks.
What kinds of outbound campaigns can LSI run?
LSI supports over 100 campaign types. Common campaigns include new member welcome calls, approved loan follow-up, auto loan recapture, online banking conversions, credit card activation, dormant account reactivation, holiday loan promotions, and member surveys. Campaigns are tailored to your goals, whether that is growth, retention, or onboarding.
Do outbound calls have to follow compliance rules like TCPA?
Yes. Outbound calling to consumers is governed by rules such as the TCPA and calling-time restrictions. LSI trains agents on these requirements and builds campaigns to respect consent, call windows, and do-not-call preferences, so your institution stays compliant while still reaching members and customers at the right moment.
Is outbound calling the same as telemarketing?
No. Telemarketing usually means cold sales calls. LSI’s outbound calling focuses on your existing members and customers, with relationship-building goals like onboarding, service follow-up, and helpful reminders. Sales offers happen, but they come from understanding real needs rather than reading a generic script.
Why outsource outbound calling instead of doing it in-house?
Outbound campaigns need trained agents, dialing technology, and time your staff may not have during peak periods. Outsourcing to LSI turns those fixed costs into flexible ones that scale with call volume, so you can launch campaigns quickly without hiring, training, and managing a dedicated outbound team.
How do you measure whether an outbound campaign worked?
LSI tracks results against the campaign’s goal, such as loans recaptured, accounts reactivated, cards activated, appointments set, survey responses collected, and more depending on the campaign type. You get reporting on contact rates and conversions, so each campaign shows clear return and can be refined before the next round.
Can outbound calling help recover auto loans or uncover new loan opportunities?
Yes. Auto loan recapture is one of LSI’s most requested campaigns, reaching members and customers who financed elsewhere and offering a better rate. Outbound teams also spot cross-sell openings during friendly check-ins, turning routine outreach into funded loans, activated cards, and stronger member and customer relationships.
Does outbound outreach include collections calls?
LSI keeps collections separate from general outbound campaigns because past-due outreach needs specialized, compliant handling. If you need delinquency support, see our collections solutions. Outbound focuses on welcome calls, promotions, surveys, and loan opportunities that strengthen relationships and grow loan portfolios.
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