Financial advisor answering service with appointment setting
Verbose.cx's financial advisor answering service takes calls and sets appointments.
Our bilingual virtual receptionists work 24/7 so you never miss a lead.
Calls come in and there isn't always someone available to take the call, especially for finance professionals. Our answering service for financial advisors intake prospective clients calls, book new consultations, and log details in a CRM like Wealthbox.
There's simply too much to do as a financial advisor. And you can't delegate your billable work: financial planning. Hand off 'the rest' to our receptionists. While you're busy meeting with potential customers or making urgent calls, our virtual receptionist can capture and screen incoming calls, schedule appointments, and more! Use our live answering service to make sure you're not missing out on a potential client or, even worse, neglecting an existing client.
We provide 360-degree coverage to manage both your inbound and outbound customer engagement.
Make better business decisions with real-time call data, visualized in every Verbose.cx client dashboard. Every call summary is enriched with metadata including actions completed, caller disposition, priority, relevance, call recording and transcription, and more. See the big picture with historical tables and charts to predict business growth, costs, and ROI with superior accuracy.
Verbose.cx receptionists make calls on your behalf, improving your speed-to-lead and unburdening staff who need to reach out to clients. We'll call-back online leads who complete web forms, contact donors for donation renewals, chase down payments on unpaid invoices, and more. We'll even send follow-up emails and texts after every call to ensure a connection is made.
82%
of consumers expect an immediate response to a sales inquiry
50%
of lead generation budgets are wasted on leads who are never contacted
79%
of marketing leads never convert into sales
67%
of customers who receive excellent service spend up to 14% more
New leads looking for financial services come to your website with questions. With Verbose.cx 24/7 Live Chat, we respond in seconds to turn website visitors into qualified consults. Plus, we answer texts, too.
Where we reach, engage & qualify leads to build your book of business.
The best channel for sales, service & support by utilizing bots, humans, or both.
"Verbose.cx is a fantastic service which allows me to focus on my clients without the distraction of unwanted spam and sales calls."
Greg Meyer
New Wave Financial Services
Book a consultation
Improve customer experiences with 24/7 engagement. We offer features and pricing for organizations of all sizes.
North America-based agents
Live-staffed website chat
Sales development & outreach
Bilingual services
Rich call intelligence
Best-in-class AI technology
We play well with your software
Calls, chats & appointments are automatically logged in your systems. Real-time syncing with over 7,000 integrations.
Frequently asked questions
The best financial lender answering services do much more than pick up phone calls and take messages for financial lenders. At Verbose.cx, we provide virtual receptionists capable of a wide range of services from calling handling, to scheduling, to lead intake, to website chat, and more. Whether you need a virtual receptionist for full-time call handling, overflow support only, after-hours, or triage, here are the answers to the most common questions we receive from financial lenders.
A financial lender answering service ensures you never miss potential client calls, provides professional representation of your business, offers 24/7 availability for clients in different time zones, screens calls based on your criteria, schedules appointments directly into your calendar, and integrates with your CRM system. This leads to more converted leads, better client experiences, and allows you to focus on high-value activities like client meetings and financial analysis.
An in-house receptionist typically costs $35,000-$50,000 annually when factoring in salary, benefits, training, equipment, and overhead expenses. Our financial services answering service plans start at just a fraction of that cost, providing 24/7 coverage that a single receptionist cannot match. This represents savings of 80-90% while improving lead capture and client service capabilities.
Financial businesses commonly use our services for: capturing and qualifying new leads, scheduling initial consultations, handling overflow calls during busy periods, providing after-hours coverage, screening calls based on specific criteria, collecting basic client information, routing urgent calls to appropriate team members, following up with prospects, sending appointment reminders, and integrating call data with CRM systems.
Signs you need our service include: missed calls during client meetings, leads going to voicemail and never calling back, difficulty managing call volume during market volatility, inability to provide after-hours support, spending too much time on administrative calls, high cost of missed opportunities, negative feedback about phone accessibility, and team members being interrupted by non-urgent calls during focused work.
To get started quickly, prepare your business hours, call handling preferences, appointment scheduling protocols, lead qualification criteria, key service offerings, frequently asked questions with answers, CRM and calendar access information, team member contact details for call routing, and any compliance requirements specific to your financial services. Our team will guide you through the setup process to ensure a smooth transition.
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