Financial Answering Service

4 co-workers in a conference room looking at a laptop screen

As an accounting firm, financial advisor, investment firm, or any other financial services firm, it is beneficial to have a professional financial answering service on your side. If you have been on the fence about the need for an answering service for your firm, you have come to the right place. 

Let us demonstrate the reasons a financial answering service is so important, and why Answering Service Care is the best answering service around.

Female virtual receptionist typing on a keyboard

It’s Budget-Friendly to Hire

Introducing an answering service to your bank is as simple as making a phone call. But don’t think of an investment advisor answering service as an “external” customer service.

Accountant answering services will do things your way, handling or forwarding calls in the way that you intend. Simply put, there shouldn’t be changes in workflow, as answering services for banks adapt to that bank’s functionality, not the other way around.

If anything, it frees up the time of the financial planners who have more important matters at hand. And since you are a financial planner, you and your firm will be pleased to learn that hiring a virtual receptionist for your accounting firm doesn’t have to be costly. In fact, the cost of our answering solutions are sure to make you smile.

An Effective, Affordable Answering Service

When you’re running an financial institution, there are many responsibilities. For one thing, it’s important that your books balance just like those of your clients. Hiring an answering service can provide a simple way to keep your overhead costs low and your profit margin healthier.

For instance, there can be significant downtime while a firm receptionist waits to answer the phone. It’s certainly no one’s fault, but uneven call volume means you’re left paying for employees who are often doing nothing, resulting in a massive drain on your business.

On the other hand, an answering service for finance and accountants can be a cost-cutting tool that can service your callers just as efficiently for a fraction of the cost of a full-time employee. In this way, your customer service remains top-notch, and your business expenses remain under control.

Our finance and accounting answering service team works closely with businesses in a variety of industries, including:

  • Accounting
  • Banking
  • Lending
  • Investment Management
  • Wealth Management
  • Private Equity
  • Venture Capital

Take your financial institution to a new level of operational effectiveness by partnering with the best answering service around.

Answering Service

We can provide a range of services that can replace in-house staff, like:

Many finance and accounting firms don’t have a need for a lobby or a receptionist. If your office is in this situation, an answering service for accountants can act as your telephone operator and accounting firm receptionist at the same time. 

Having a service that answers calls and sends you the messages immediately gives you the option to return calls at your leisure or right away, depending on the nature of the message. 

On one hand, you can choose to have your answering service take all your calls. Another option is to set your phone to ring a set number of times before the answering service takes over. If you choose to use our service for call routing, a friendly operator will pick up every call that comes through your main number, then help the caller connect with the person they need to reach.

Options like this make it easy for any financial institution to stay organized and handle their calls in an order that makes the most sense in terms of priority.

Appointment setting is vital to the health of your business, but if you’re always having to stop what you’re doing to answer the phone it can also destroy your concentration. Not to mention eat up valuable time throughout your day.

Instead of hopping up to get the phone, or worse, letting callers go to your voicemail, you can put your accounting answering service to work setting appointments for you, based on a calendar you define.  Maintaining your concentration, whether you’re introducing yourself to a new client or reconciling accounts, means fewer mistakes and far more efficient handling in any situation.

You know better than most that every business needs a disaster plan in place. Instead of relying on a company you’ve only spoken to once, you should ask your answering service about disaster recovery.

They’ll help you create a plan that will keep your clients up to date about your recovery process and give you a way to keep in touch, even if the phones are down or the lights are out. The best answering services have redundancy built into their systems so that they can keep you running even if they’re experiencing their own disasters. 

Telemedicine Answering Service

Leading The Way In Finance Answering Services

Answering Service Care understands that accounting firms need to be laser-focused on the benefits behind each expense. And aside from the financial benefits of hiring a virtual receptionist for your accounting firm, there are significant professional benefits as well.

From a high-level perspective, here are some of the benefits of an investment advisor answering service:

Personalized Greeting

Ensure that your callers get a good first impression of your company. To be clear, even though our accountant answering service is handling the call, your firm will be represented as you intend. In fact, your customers won’t even know the difference.

Message Relay

Conveniently access your messages from a computer or mobile device. After all, our accounting firm receptionists do more than answer and transfer calls. Whatever your preferred technology for receiving messages is precisely how our accounting firm virtual receptionists will deliver.

Call Recording

Retrieve the verbatim contents of any conversation. With today’s technology, there is no reason to hear entire exchanges between your customers and our trusted accountant answering service.

Fax To Email

Our Fax to Email service ensures that you receive all of your faxes. Because the way we see it, there is no wrong way to receive a message, only the way that works best for you. If fax is your preferred method of communication, or perhaps preferred by some of your clients, then your accounting firm receptionist will make sure that none slip through the cracks.

No Long-Term Contract

Our clients stay with us because we meet their needs and exceed their expectations. No obligation, no hard sell.

Same Day Setup

When you are ready, we can get you up and running in one day. Easy and efficient!

Free Mobile App

We believe in empowering our clients to manage their services in the most user-friendly way possible.

Getting a New Caller Experience is Just a Click Away