Answering Service For The Finance Industry – Because Every Call Counts

In the financial world, missing a call can result in losing clients, missing business opportunities or complete deals falling apart. Due to the time sensitive nature of the industry, having a virtual receptionist available to catch every call will result in better results, happier clients and faster resolutions.

Remote Receptionists answer incoming calls, and, forward messages from partners. In the financial industry, partnership is key. At times, a banker will need to speak with an actuary to approve a loan. Other times, real estate agents will need to connect with insurance brokers, lending professionals and bankers within an hour to ensure their clients can put in a competitive bid.

Whatever your needs may be, a solution is within your reach.

virtual-receptionist-24-hour-support24/7 Supportvirtual-receptionist-take-messagesTake and Deliver Messages
virtual-receptionist-lead-captureLead Capture Solutionsvirtual-receptionist-appointmentsConfirm Appointments
virtual-receptionist-appointment-schedulingAppointment Schedulingvirtual-receptionist-verify-repsVerify Representation
virtual-receptionist-new-client-intakeProcess New Client Intakevirtual-receptionist-email-document-deliveryEmail Document Delivery
virtual-receptionist-call-patchingCall Patchingvirtual-receptionist-reporting-real-timeReporting in Real Time

Answering Service For the Banks, Mortgage, CPA’s

Independent agents, professionals that are always on the go, and, those that have a home office base can all benefit from utilizing a virtual answering service. These types of positions rarely have a large company or corporation providing any kind of reception service. By outsourcing and building a custom package, you will be able to reduce costs and develop a system that works for you. The customer service center will answer your calls, secure new clients and help expedite deals. They will also screen calls, forward messages, and, will incorporate any branding or greetings you would like.

Emergency Call Answering For Insurance and Claims Adjusters

For insurance brokers and claim adjusters, having a virtual support system that specializes in fielding emergency calls is a cornerstone of successful business practices. For clients that have experienced a house fire, break-ins, car accidents or a medical emergency- they expect to be able to reach their insurance agent immediately. A virtual receptionist will be able to customize the experience, gather information and notify the appropriate agent of the incident in a timely fashion. This will allow for you to provide the best service possible.

You Call Center Can Help Answer Literature Requests

For banks, brokers and accountants, clients will often request literature and information on evolving tax-code, interest rates and CD’s as they prepare to make investment and financial decisions. This information needs to be out the door to clients, and prospective clients, within the business day. Literature request support will collect all necessary information, input this into a database and process the order within the business day.

Remote Answering Service Books Appointments For You

Whether you work in financial planning, investments, or, are a CPA, having scheduling support will allow for you to have more one-on-one client time, allow for team collaboration, and, continuing education. A scheduling and appointment setting answering service will allow for your team to leverage their talents instead of spending time coordinating their calendars. The scheduling service can work internally, for individuals or all client meetings. For executives and leadership, investing in a support system that reduces unnecessary work and allows employees to focus on their specialty, will result in a better work culture and employee satisfaction.