Finance Profession

Virtual Receptionist Answering Services for Financial Professionals

Our live call answering service for finance service companies strengthens the first impression customers will have when they speak to one of our virtual receptionist representatives.

Build Better?Customer Relationships with a Reliable Telephone Receptionist

Often in the financial industry, you will need to make time to interact with dozens of customers on a regular basis. Unfortunately, it may not always be feasible to assist your clients and promote your financial services and products at the same time. There's also the added pressure of working closely with your team and communicating your expectations to personnel. Whether you work as a bank owner, financial advisor, broker or financial planner, you understand the reality of working dozens of hours per week and working under immense stress.
OmniCall has all your concerns, frustrations, and worries covered. With our team of professional virtual receptionists, we can provide high-quality person-to-person interaction with charm and finesse you won't find anywhere else. With the burden of keeping track of your callers lifted, you will have more time to run your financial firm the way you want and feel more confident you're providing your clients with everything they need.

Why Do Finance Industry Experts Need OmniCall's Receptionist Team?

As virtual receptionist professionals, we love doing our homework with any client we provide services for. We will learn about your industry inside and out and come up with everything our receptionists will say to your customers, but let's examine further why you truly need us.

Appointment Scheduling Completed Within Minutes

When your clients need to schedule an appointment at your financial institution, they will speak to virtual receptionists who understand how to use various scheduling tools and programs. With their knowledge of how these tools work, they can score more confirmed appointments for your company. Depending on your hours of operation, we will work within your allotted time to schedule your clients for the days and hours you are available. Once we work out an appropriate time, we will notify you and keep you updated on changes and cancellations from the client.

We Handle Our Client Conversations with Impeccable Communication Skills

Sometimes it's hard for human beings to stay put and pay attention to the other person. That's not a problem with any of our virtual receptionists. All our virtual receptionists have a way of communicating verbally and using strong vocabulary and grammar to give calls the impression of expertise and class. When we speak to your customers, we provide them with respect they deserve and we also never talk down to them.

We Will Learn About the Industry Inside and Out

Financial professionals must talk with customers in a way relevant to the industry. Not all financial firms serve the same markets, and thus, we take these factors into consideration to improve our professionalism. Much of the challenge with acquiring new clients comes from the ability of the customer service representative to sell a product or service like retirement plans or asset management, and we take great care to understand everything. Technical lingo is not a problem either, and we'll thoroughly take note of the financial transactions your clients usually make.

 Finance?Business Types We Cover

At OmniCall, we provide virtual receptionist services for a variety of Finance business types. Some of the types include the following:

What Are The Benefits?

We're glad you asked! At OmniCall, we are all about giving the customer the executive treatment, and our dedication and hard work reflect our approach to making live call answering a pleasurable experience for everyone.


Efficient Information Capturing

Our virtual receptionists will carefully listen to each caller's questions and answer them while listening to your instructions and following privacy laws.

No More Missed Calls

We champion our consistency in answering business hour calls. We believe it's important for a caller to always have access to a live person who can help them out. Bilingual virtual receptionists are also available for clients who may not readily understand English.

Thorough Phone Screening Practices

You never have to worry about your callers connecting with the wrong people at your financial firm. By relying on OmniCall for phone screening, clients will have the pleasure of speaking to kind, patient people who stay calm in any situation imaginable.

Have More Time to Expand Your Company

Forget about spending a fortune on in-house receptionists. We can provide a much better deal at a lower cost, with as much professionalism and skill. We are here 24/7 to serve your needs.

Automatic Voicemail and Message Record Keeping

You will able to see every detail of the phone conversations and what was discussed. Keeping track of these calls has never been easier!

Get the Freedom to Grow Your Financial Firm and Stop Missing Important Opportunities

Our plans are highly affordable and economic and we'd like to get in touch with you about what we can do your business. You can try our services for free before committing to a plan which comes with a 30-day money back guarantee.