Virtual receptionists for Financial Service

When you run your own small business, you can face endless distractions. The ring of a phone can be disruptive, but ignoring it could be detrimental to gaining a new client. While it is important to have a contact number widely available, putting your phone number online also means you receive many pesky spam and sales calls. Hiring a full time receptionist is an expense few small business professionals can afford. Yet, it is proven that callers who speak to a live person are significantly more satisfied than those sent to voicemail. How can you filter calls in a way that allows you to quickly meet clients’ needs, but not get side tracked by unwanted contact? Smith.ai’s live virtual receptionist service offers just the break you need at a price you can afford.

Case Study:

Financial Consultant Needs His Calls Covered

Not wanting to miss any opportunities, Greg Meyer, a successful financial planner and tax advisor seeks a way to ensure new leads are met with a professional and helpful live receptionist. In addition, Smith.ai screens unwanted calls. Smith.ai receptionists keep a record of all spam and sales calls received, and cross-reference potential spam calls with know public databases. No more spam. No more lengthy, unwanted sales pitches.

Smith.ai receptionists help reduce daily interruptions, while making sure your business never looses out on connecting with a new client. There is no need to worry about an employee going on vacation or calling in sick because Smith.ai live receptionists are on the job five days a week. Call summaries are sent via email or SMS, so you can deal with them when it is most convenient for you. Our virtual receptionists make it their mission to enable you to get the most out of your time.

Solution:

Live Receptionists That Won’t Miss Any Calls

  • Friendly, U.S. based receptionists on duty 9am-6pm PST.

  • Instant summary of all calls via email or SMS.

  • Voicemails transcribed to email or SMS, and missed calls returned.

  • Understandable, easy billing, at affordable rates.

  • Call screening and prioritization, including call disposition.

  • Spam & sales calls blocked. You won’t be charged for spam calls.

Greg Meyer, owner of New Wave Financial Services, provides high quality, professional tax preparation, investment management, and financial planning services. He specialize in using web and mobile technology to service clients in a fast, convenient, and practical manner. But, having a strong web presence means unwanted spam and sales calls too. Smith.ai virtual receptionists provide call filtering and disposition with a human touch. Greg gets a summary text message every time there is a new call, which means he continues to provide excellent service for his clients. At the same time, spam calls are blocked with Smith.ai technology and sales calls are given to Greg in a low priority message, which he can deal with however he chooses.

Smith.ai is a superior call answering service for small businesses and individuals. Our virtual receptionists help you build better relationships with new and existing customers. We will help save you money and time, give your clients the personalized attention they deserve (don’t we all prefer to talk to a human!), and find more qualified leads (bye-bye spam calls!)

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