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.
Smith.ai calls your website leads who complete forms for fast, effective lead capture and new client intake. We can also send appointment reminders, confirmations, or even directions to your office.
The best financial lender answering services do much more than pick up phone calls and take messages for financial lenders. At Smith.ai, 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.
Owners, partners, and managers of financial lender businesses are often busy working on various financial business projects and can’t be expected to answer every call that comes in, but providing quality customer support through a reliable financial lender answering service has been shown to improve businesses in a variety of ways. Here are a few of the benefits financial lender businesses experience with us:
With a phone answering service that’s available 24 hours a day, 7 days a week, your clients will always have a real person to talk to, whether your lender business is busy, closed, or on holiday. Your clients’ questions always receive a thoughtful response.
Missed calls mean missed opportunities. Don’t miss out on leads just because you’re not always able to pick up the phone. Answering services provide nighttime, weekend, and after-hours availability so your financial lender business will never miss another call.
Through outsourcing call handling to an answering service, your financial lenders will be able to spend time where you need it most and focus on more important work to build your lender business.
At Smith.ai, we know great customer service and how to deliver it for a range of business types and industries. Our virtual receptionists are trained in customer service and hospitality, so let us put best practices to work for you and deliver an exceptional and professional response that represents your business well every time.
No need to allocate limited time and money towards hiring an in-house receptionist when you can get all of the services you need and then some with an answering service for a fraction of the price. On average, customers who use Smith.ai save upwards of $30,000/year.
Phone answering services can provide your financial lender business with detailed call summaries after each call and even provide your clients with chat, social media, and text messaging so you can stay in contact with your most valued clients.
A financial lender answering service can provide your financial lender business with much needed relief, whether your team is on a budget, overwhelmed by overflow calls, or simply looking to enrich your company’s customer service. With Smith.ai’s answering service, your business can receive even more benefits to help your company accomplish its goals, whatever they may be.
Smith.ai’s answering service can provide financial lender businesses with…
With nearly limitless features, Smith.ai’s answering service is guaranteed to grow your financial lender staff’s productivity, revenue, and outreach. Smith.ai has offered quality service to financial lender businesses for years and our clients trust Smith.ai to provide their business with premium support. Read our 5-star reviews to learn why financial lenders prefer Smith.ai.
The price of a receptionist is one of the most important factors to consider when deciding on whether to hire an answering service or a traditional, in-house receptionist. Let’s look at the average cost for an in-house receptionist.
The average salary nation-wide for an in-house receptionist is about $37,000 and they often come with pricey, additional fees, such as:
Total Cost, Including Salary: $77,000/year
If your financial lender business is located in a highly populated area, that price may be even higher. In-house receptionists can add to that cost when they inevitably come in late, call in sick, request time off, take personal leaves of absence, go on vacation, and so on. Contrarily, Smith.ai’s virtual receptionists can accomplish the same tasks as an in-house receptionist and then some, barring coffee runs and supply restocks, of course, and are much less expensive, as your company doesn’t have to pay for any time off, benefits, or salaries.
Smith.ai’s answering service costs as little as $210/month, with no hidden or unexpected fees. Your business could save over $35,000/year, not to mention up to $42,000/year in benefits beyond salary payments, by choosing to hire an answering service instead of an in-house receptionist. Not only will your financial lender company save money, but your company will also be able to optimize productivity and revenue like never before. Unlike in-house receptionists, virtual receptionists can answer calls outside of regular business times, which is far more important than you might recognize, as 27% of leads call after hours. Smith.ai’s agents can answer live chats, texts, and social media messages. SMS answering can be overlooked, but over 46% of customers prefer communicating with businesses through text.
Virtual receptionists can even provide sales assistance by making outbound calls to convert more leads, which has been proven to be helpful. It’s critical for businesses to respond promptly, as over 67% of clients base their decision to hire a business on the initial responsiveness to their call or email. Long waiting periods encourage leads to take their business elsewhere and you may not have the chance to explain why you’re the right financial lender business to hire. With Smith.ai’s financial lender answering service, your business can receive all the benefits of an in-house worker without the unnecessary cost. Read our article to learn more about the differences between an in-house vs. a virtual receptionist.
Running a financial lender business can get hectic, from managing projects and tasks to overseeing company development and growth. Businesses like these constantly face issues that impact their ability to succeed. The most common scenarios that financial lender companies use virtual receptionist services for are:
“Front desk” support is an invaluable way to provide financial lender businesses with regular administrative support that can help operations run a lot more smoothly. When businesses have a limited budget, however, they may not be able to afford expensive in-house receptionists, especially when they already have to pay for office rent and supplies, marketing, and advertising.
Calls come in whether your financial lender business is available to answer them or not. When financial teams have to answer phone calls in addition to their regular duties, they may struggle with falling behind on more important tasks and losing focus. On average, it takes about 23 minutes to get back to a task after being interrupted by a phone call.
Businesses grow and it can be difficult to keep up. With calls that need to be answered, appointments that need to be scheduled, and invoices that need to be sent, it’s easy for financial lender teams to feel overwhelmed.
When the work day ends, financial lenders want to go home and enjoy their free time away from clients, but calls don’t stop coming in and leads can often be missed, as over 27% of leads call outside of normal business hours. Financial lender businesses may not be able to provide after-hours availability, but may still want to offer accessible customer service.
If your financial lender business is experiencing one or any of these scenarios, an answering service can help by allowing you to outsource these tasks directly to a professional agent. An answering service will take on some of the more time-consuming responsibilities, addressing and alleviating the tedious issues your business faces. Smith.ai’s virtual receptionists can accomplish the same, whether your financial business needs extra support handling phone calls, blocking spam, or qualifying leads. By eliminating the need to allocate time to screening calls and answering clients’ questions, your business can get back to focusing on more important work without neglecting your client relationships.
Financial lender businesses, like any business, often find themselves in compromising situations that require outsourced assistance to resolve. Some of the most common issues are:
With a limited qualified staff and an endless list of assignments, financial lender businesses frequently struggle to answer phones and respond to messages from clients in addition to their regular duties. Running a financial lender business and providing quality customer service at the same time can prove to be difficult and lead to poor performance in both.
With the cost of in-house receptionists being as high as it is, lender companies are often left to delegate daily tasks themselves. Despite spending a large portion of their day performing administrative duties, financial teams often struggle to balance their important projects with their regular office tasks.
Responding to each call can feel impossible for financial lender businesses when they have higher priority assignments to address. Businesses can easily fall behind on responding to new inquiries so potential leads can be frequently missed. Leads don't wait for call-backs. They call the next financial lender business in the search results. If businesses fail to pick up, they not only lose a lead, they lose ROI, money on marketing campaigns and ad spend, as well as conversion rates from ads.
With the crowded marketplace for financial lender businesses being what it is, it can be a major obstacle for financial lender businesses to distinguish themselves and stand out amongst other similar businesses. Providing quality customer service through quick and thoughtful responses can place businesses above their competitors, but many financial lenders often lack the time to do so.
One of the most crucial, yet challenging, aspects of growing a successful business is obtaining and keeping new clients. With so much time and effort being spent towards existing clients, financial lender businesses may not have the opportunity to seek out and nurture new clients. Financial lenders who spread their workload too thin may not be able to deliver quality customer service. Slow response times may frustrate customers and hurt client loyalty and retention, as well.
Maintaining detailed phone records and call summaries can be overwhelming for financial lender businesses who disperse client data across a multitude of software platforms. Knowing how, when, and why clients call is significant for any business hoping to successfully navigate client relationships, but unfortunately, is not always easy to accomplish.
If your financial lender company is facing any of these challenges, a virtual receptionist service may be useful. One of the many great things about Smith.ai is that our services fit your business needs, not the other way around. Our virtual receptionists can allocate time where you need it most and address the specific issues your company face, whether you need help qualifying and intaking new clients or sending invoices and collecting payments. Sign up risk-free with our 14-day money-back guarantee and see how Smith.ai’s virtual receptionists can alleviate the problems your financial lender business faces.
Determining which services are important to your financial lender business is a good place to start. To figure out which services would be best for your business, ask yourself what problems or opportunities you face that a virtual receptionist service can address:
Whatever it may be, Smith.ai’s virtual receptionists can adjust their service to better suit your business needs.
After that, think about what services would best fit your company’s activity level:
Whether you get twenty calls a month or 2,000, Smith.ai can customize your virtual receptionist service to fit your business activity so you only pay for what you need.
All you have to do next is sign up. Getting started with Smith.ai’s virtual receptionist service is simple and fast. No annual contracts, no setup fees, and no need to supply scripts.
Follow three simple steps:
Whether your business is looking for a full-time virtual receptionist or an overflow or occasional phone answering service, Smith.ai can offer customized assistance to your team with quality customer service, lead screening, and sales development. When you sign up with Smith.ai, you won’t just be gaining a virtual receptionist service, you’ll be gaining a professional, reliable, and friendly team who are guaranteed to transform your business by capturing leads and delighting current clients.