For financial services reps

The prospecting app for financial services reps

Know exactly who to call next.

ClosersHQ lines up your next call, sets every follow-up for you, and keeps your goals and your focus on track. Invites, KTs and opportunity meetings are built in, and it works alongside your firm’s CRM.

Get started free See how it works

Works today in your phone’s browser and on a computer · iPhone and Android apps on the way

Call Session in ClosersHQ for financial services: one prospect on screen with a Call button and four result buttons

You stay in controlEvery text and email goes out from your own phone.

Built for regulated salesNo financial account fields, by design.

Phone and computerOne account, the same list on both.

Yours free to startEvery feature is open for your first 14 days.

How a call goes

Call Session with one prospect and a Call button (Financial services)

Step 1

Open the app. See who’s next.

One prospect on the screen and one button: Call. No list to scan and nothing to decide.

The pop-up that opens your own wording in your Messages or mail app (Financial services)

Step 2

Invite them before you hang up.

Your own invite opens in your Messages app with the number filled in. You press send.

The list with temperature labels and days overdue (Financial services)

Step 3

The follow-up sets itself.

Tap what happened. The next call date is set and the people who are due rise to the top.

A goal with a pace gauge (Financial services)

Step 4

Watch your pace, not just your total.

Every call counts toward your goals, and a gauge shows if you’re catching up, on track or ahead.

Made for financial services

What changes in the financial services version

Advisors and agents: invites, KTs, opportunity meetings and recruiting.

Meetings are called Zoom invites and KTs.
Recruiting is switched on, with recruit counts on your dashboard.
Weekly opportunity meetings and KT slots to book people into.

Compare the industries

Logging an answered call in the Financial services version

A prospect’s details in the Financial services version

What’s in the app

Explore all of it free →

Events and reminders

Every invite, KT and opportunity meeting, in order.

Included free

Daily journal

Morning, evening and in-between check-ins.

Included free

Fit to Sell

Short reads on the habits behind the calls.

Included free

Team goals

One target, everyone’s calls counted.

Team plan

Compliance

Built for regulated sales.

Read the compliance fact sheet

Nothing is ever sent from the app. You text and email from your own phone, in your own words.
No fields for financial account information.
Your data is private to you unless you join a team, encrypted, and hosted in the US.
Download your records or delete your account at any time.

Calendars

Your month at a glance.

Call sessions, invites, KTs and follow-ups on the Business calendar. Goals and journal entries on the Mindset calendar. Month, week or day.

See the calendars

The Business calendar on a phone: a month with coloured dots for calls and meetings

Two colleagues giving each other a high five across a desk

Built for people who sell

Less deciding. More dialling.

Open the app, see the next person, tap Call. The follow-up sets itself and your goals count the call.

See My HQ, your dashboard

A hand ticking items off a checklist in a notebook

Mindset

Goals with a pace gauge, a short journal and Fit to Sell.

Teams

One join code, shared goals, and seats you can cover, split or hand over.

My HQ on a computer with the Aurora theme: counts, a pie chart and a line graph

Themes and customising

Painted backgrounds, nature photos, dark mode and dashboards you arrange.

See the looks →

Start free, with everything open for 14 days.

See the plans and questions

Questions reps ask

Can I use ClosersHQ in a regulated industry such as financial services?

It is built with that in mind: nothing is sent from the app, there are no financial account fields, and your data is private to you unless you join a team. The compliance fact sheet lists how it works so your firm can review it. Your firm’s own policies still apply. Read the compliance fact sheet.

What changes in the financial services version?

The wording and the meeting types. Meetings are called Zoom invites and KTs, recruiting is switched on with recruit counts on your dashboard, and there are weekly opportunity meetings and KT times to book people into.

Does ClosersHQ store client account information?

No. There are no fields for account numbers, balances, holdings or policies, by design. It keeps who the prospect is, how to reach them, your notes and your call history.

Does ClosersHQ call, text or email my prospects for me?

Never. It opens your phone’s own dialler, Messages or mail app with the number and your own wording filled in, and you press call or send yourself.

Your next call is waiting.

Enter your email, get a code, and you’re in. New here or coming back, it’s the same button.