Import wealth management, banking, and service calls automatically from your dialer, Zoom, Teams, and more.
AI Call Evaluation
Every call is scored against financial sales and service playbooks — tailored by call type (prospecting, review, support).
Insights That Drive Action
Leaders get dashboards and coaching recommendations they can act on immediately.
Loved by 500+ insights and customer teams
Hear from our customers
“We can now review customer calls for insights quality in minutes vs weeks. We also identify opportunities to improve our customer experience and increase sales like we never did before.”
“Before we got Insight7, I would spend days getting recordings transcribed, highlighting interesting quotes, and aggregating those quotes into insights. Now I just upload the recordings into Insight7 and all that work is done for me in a matter of minutes.”
“Insight7 is accurate in transcribing and has unique analysis capabilities other tools don’t have. I love the customer service too. It's exceptionally good.”
“I've been doing market research analysis for 40 years and Insight7 has been a huge help. It is super fast and convenient, absolutely fantastic so far!”
“Insight7 is a great tool and I am using it more and more every day. The time to insight is impressive, enabling me to take research or customer calls and turn them into Insights I can act off of.”
Webinar on Sep 5: How to Turn Every Customer Call Into CX Insights That Drive Revenue
Learn how to transform everyday customer calls into actionable CX insights that boost retention and drive revenue growth without adding extra work for your team.
