Financial services

Merchant Service companies are looking to expand their financial service footprint in the small to medium enterprise offering short term loans. Having the ability to make contact in a B2B environment requires timely callbacks and interactions with your leads that turn in to loans.


Utility companies are making outbound calls acquiring more customers by leveraging the use of fast paced predictive dialing algorithms while keeping them in compliance with 100% digital recording of all calls.

Travel & hospitality

Travel companies and Time shares are using the system to engage in inbound and outbound blended contact. When a customer who was recently speaking with a sales agent  about their vacation get disconnected and automatically reconnects back to the same agent. Not to mention ChaseData robust scripting tools  allows reps to offer similar vacation rentals and packages based on their recent purchases and visits .

Insurance: Health / Life / Auto

Chase Data helps today’s demanding insurance  company’s needs to accelerate growth quickly with their ability to contact new customers effectively that are interested in a price quote on their heal, life and auto needs. Marketing Mangers have access to reports to measure their ROI.

Home improvement & construction

Today’s home improvement companies that need to  increase their appointment rate for their inside sales teams need to make timely contact to someone who recently read an e-book on how to wisely invest in  replacement windows, doors, roofing or even remodeling. By utilizing  the ChaseData Call Center Now software outbound dialing technology, their phone agents have seen a dramatic increase  of talk time as compared to other systems.


Traditionally Banks have been using call center technology for collections but today banks and credit unions are using the ChaseDatas contact center management system for outbound contact using our intuitive  preview and progressive dialing modes.

Debt collections

Lets get Technical .. Integrate with third party dedicated collections systems Real-time digital call recording Vertical Dialing having the ability to record multiple numbers per account with rules assigned and PCI compliant all in one platform

Non profit

Fundraiser module (incl. payment history, donation profiling and information) Sales verification system.


Transfer calls to verifier with voice and data screens pop; conference to third party for verification, 100% digital call recordings with playback. Remote Third party monitoring Digital Call Recording Module for verification and new trainees to listen to recordings.

Consumer product sales

Setting Appointments for an “Open House.” Keep track of appointment attendees and follow up with calls.

SaaS providers

Web enable sales verification system Credit reporting/Credit check capability Web CallBacks.