Financial Receptionist

Cut costs and increase profits

Missing just one phone call could cost a financial professional thousands, if not millions of dollars in investments. The call volume may not seem overwhelming, but each call is very important. Lost commissions hurt boutique firms, but you don’t have to miss any more commissions.

Additionally, the cost of hiring a full-time receptionist could be the difference that decides whether your firm survives another year or goes under. Don’t waste money hiring full-time when you can hire a financial receptionist with the lowest price per minute in the industry.

Stop missing calls by using a virtual receptionist

Virtual receptionists from Conversational can ensure you never miss another phone call. Not only can our financial receptionist answer your phones, but they can also screen the calls to keep you from wasting time.

You don’t need to spend hours on the phone with someone not serious about investing. Our team will make sure all your calls are screened.

When a key client calls, we can forward the call directly to your office, cell or home phone. You don’t have to worry about where you are, we won’t let you miss an important call.

Our team of call center professionals will even work with common scheduling and appointment setting programs to ensure you know what’s going on at all times.

Can you live without a financial receptionist?

Do you enjoy leaving a message during regular business hours when you need a question answered? Your clients and potential clients don’t like leaving messages either.

Instead of forcing them to leave a message when you’re already on the phone with another client, out of the office or in a meeting, you can use Conversational to fill in the gaps.

You choose when you want to use your virtual financial receptionist, and you choose when you want to handle the calls yourself. This provides you with more time to do your job and the ability to provide a much better customer service experience.

Having a professional answering your phones, at all times, allows you to compete on the same level as larger firms.