The Best Call Center offers ideal call answering service solutions to financial companies nationwide. We are here to help you keep your clients and business on the path to success. Contact us to learn more about our services.

In the financial sector, precision and accuracy are crucial. As a finance professional, you cannot afford to let anything slip through the cracks. This is why we have designed a call answering service specifically for you.

Our call answering service for financial companies will help you leverage your business. With our assistance, no single call will be left unanswered. We will deliver all your messages and track each important call metric.

We know that most financial businesses operate on a 9 to 5 basis, and during official workdays. However, you may not desire to have your clients left frustrated by voice mail or automated messages when they call you outside this timeframe. Our call agents are available 24/7 to receive your calls. This way, you will be able to communicate with your clients outside the working hours, and as a result, close more profitable deals.

As needed, we will answer your clients' questions and transfer calls to several departments within your company. This way, you will appear more credible to your clients and have peace of mind.

We provide call answering services to different types of financial businesses, from property investors to accountants to mortgage brokers. Regardless of what kind of business you run, we will handle each call with professionalism and precision.

We understand that one of your primary goals is to generate new leads and get more clients. Our call answering service is designed to ensure that you get the highest ROI. We will field each call and direct all solid leads to you. 

Every time your phone rings, it is an opportunity to get a new client or provide high-quality service to an existing client. We will make sure that you capitalize on these opportunities.

We offer call answering services to a wide array of industries in the financial sector, including the following: 

  1. Property Investors

To succeed in the real estate investment sector, you cannot afford to let go of opportunities. One way to do this is to receive all incoming calls promptly.

Existing clients can call your business to learn more about your offers. Potential new clients can attempt to get in touch with you to purchase real estate. If you do not receive these calls, you may probably lose out on closing more deals.

Of course, you cannot receive calls 24/7, no matter how dedicated you are to your business. This is where we come in. We will receive your calls regardless of the time of day it is. We can also transfer calls to you, help you in calendar management and appointment scheduling, and take and filter your messages.

Being available 24/7 will distinguish you from other property investors. As a result, you will quickly scale your business.

  1. Financial Advisors

Trust is crucial in the financial investing industry. As a financial advisor, numerous individuals have trusted you with their money, expecting you to yield high returns. You are responsible for their future, as well as that of their families.

When an issue arises, these people must be assured that their money is safe. For instance, if the stock market becomes volatile, you may receive a huge volume of calls from your clients, who may want to know about their investments' status.

These callers may be frantic because they are worried about losing their money. If you fail to receive their calls, they will probably be more frustrated.

Our remote receptionists are well-trained to give proper care and attention to each person who calls your business. We will collect information and let them know that you will contact them at a later period. We can also schedule appointments. If you would like to speak with them right away, we can transfer the calls to you.

As a financial advisor, you cannot receive calls each time your phone rings. You probably have meetings to attend, deals to close, and clients to work with. If you partner with us, we will give you the freedom to concentrate on building your business since we will fully take care of your clients' concerns.

When you reassure your clients that you will always be available throughout, and whenever they require you most, they will place all their faith in you. They will know that you always act in their best interests.

We know that a successful financial investor must take advantage of new opportunities. This is why we will transfer all the necessary calls to you. We can also work with you to develop an appointment schedule for your property showings and client meetings. We will also give your callers all the information they require to decide whether they can take up your investment opportunities.

  1.  Student Loans

Many Americans utilize student loans to help them pay their college fees. In most cases, students are inexperienced borrowers. Most of them have limited credit histories. Even those who might be slightly experienced may not understand their student loan agreements' terms and conditions. This means that they might have numerous questions about their loans. If you are in this sector, you might have a huge call volume that you cannot handle yourself.

We at Best Call Center can help you handle these calls. We will provide information to your callers about disbursement, repayment options, loan applications, and forbearance. We are the perfect go-to call center for your student loan business.

Remember that you must provide high-quality customer service for your business to grow. You must receive your clients’ calls promptly and provide helpful information to them. The best method to do this is to hire a call answering service.

We provide a customized call answering service to student loan providers. Our team of professional and friendly remote receptionists will adequately cater to your potential and current clients' needs.

We know it takes patience to explain to students about complex financial concepts. We will help you reassure them that you will only act in their best interests.

You must have a great relationship with your clients. This way, they will refer their friends, acquaintances, and family members to you. As a result, you will grow your client base. 

As a student loan provider, you may receive calls from both potential borrowers and existing clients. We will help you capture each new lead by answering your calls promptly and professionally. We will answer all the questions they might be having about your loan products. For your existing clients, we will respond to all their concerns and assist in troubleshooting common technical issues that may arise when making online payments or logging into your website.

We will provide you with relevant data about your incoming calls. From this data, you will know the size of your call volume. When you delve deeper into it, you will get useful insights about your call trends. This way, you will know whether your marketing and advertising strategies are effective.

Our team of highly experienced virtual receptionists is there to handle your calls 24/7. We will help you provide an exceptional experience to your clients.

  1.  Mortgage Brokers

For most Americans, buying a home is a big deal. As a mortgage broker, you must be available to prospective homeowners each step of the way.

New homeowners might have numerous questions. When they call you, they expect answers to these questions. If you do not pick up their calls, they will probably go to another accessible mortgage lender.

Mortgage brokers must provide high-quality customer care service. With numerous competing lenders on your neck, promptly receiving calls will distinguish you from the rest of the pack.

Call answering services operate on a 24/7 basis. Our team of reliable remote receptionists can take messages from your clients and route and transfer incoming calls.

Prospective clients may be eager to apply for a mortgage in the evenings or during weekends and holidays. Being available 24/7 will help you to connect with them.

We will also assist you in selecting qualified leads. We know that not all leads have the same potential of conversion. This way, you will not waste your time on callers who are the least likely to be converted into clients.

Our virtual receptionists are trained to handle each call with professionalism and respect. Upon partnering with us, our team will become part of your company. This means that your clients will not know that they are speaking to third parties.

When you partner with us, you and your staff will get more time to focus on income-generating activities. Moreover, you will save money, because the value we provide is incomparable to how much we charge.

  1.  Insurance Agencies

Typically, insurance agencies receive calls from frantic individuals. In most cases, these people may be stressed about their claims.

As an insurance agent, you may also receive calls from individuals who would like to know more about your products. These people may want more information about coverage plans and the terms and conditions of your policies.

You need to be available 24/7 to your callers. Your callers should have a helpful and friendly representative to attend to their concerns.

In the event of an emergency, you are required to get into action immediately. You need to be available to your clients when they need you most.

We know that there are different insurance products, such as life insurance, automobile insurance, property insurance, and health insurance. These insurance products cover different types of emergencies. For instance, health insurance products provide coverage when your clients have medical emergencies, and automobile insurance covers your clients when they get into car accidents. As an insurance provider, you do not want your clients to be frustrated with voice mails or automated messages when caught up in these emergencies.

You cannot be available 24/7, and you cannot expect your staff members to do so. A call answering service can work around the clock to attend to your policyholders' needs, regardless of the time of day.

High-quality customer care service is crucial to succeeding in the insurance business. If you treat your clients well, they will reward you with positive reviews on social media and online review sites. They may also recommend you to their friends, family members, and acquaintances. Subsequently, you will grow your client base.

As an insurance provider, you must build strong social proof. New clients will not trust you if you do not have any form of social proof. The only way to do this is to get numerous positive reviews that are impossible if you don't have high-quality customer care service.

The insurance industry is highly competitive. To attract new clients, you will need to stay on top of the game. If, for instance, a prospective client calls your business and is met with a voice mail or an automated message, he/she will quickly turn to another available insurance provider.

A call answering service can help you in your lead generation campaigns. We can help you filter qualified leads. This way, you will have enough time to focus on converting these leads into clients.

  1.  Accountants

The first 3 to 4 months of every year is the accounting season. If you’re an accountant, you may be incredibly busy during this period. You will receive calls from both existing and new clients.

Your existing clients may call to inquire about the progress of their work. New clients may call to ask about payment rates and work arrangements.

During the accounting season, your primary goal will probably be to generate more leads and deliver high-quality service to your current clients. You would want to make more money as possible.

As a result, you may have a huge call volume. You cannot handle this call volume by yourself and simultaneously focus on building your business. This is where we can help you.

We also know that some accountants have a huge call volume all-year-round. This is why we have designed a specific call answering service for accountants.

You don't have to hire an in-house receptionist to receive your calls. At Best Call Center, we will answer your calls 24/7, take messages, route, transfer the most important ones to you, and help you in calendar management and appointment scheduling.

The cost of our call answering service is much cheaper, in comparison to hiring an in-house receptionist. We will only require you to pay a flat fee monthly. You won't have to cater to any employee-related costs, such as sick leave, vacation leave, health insurance, and taxes.

  1. Tax Preparers

As a tax preparer, your clients entrust you with their assets, financial goals, and spending habits. You are expected to be discreet while handling their affairs, as well as deliver high-quality work. This way, you will earn their trust and build your credibility and reputation.

You are also required to be accessible. Your clients should be able to get in touch with you whenever they want.

During the tax season, this level of accessibility is not always practical. In this season, you will be extremely busy doing your clients’ work. You may also put a lot of time towards marketing to get more clients. This is why you will need a call answering service.

With the help of a call answering service, you will be there for your clients 24/7. We at Best Call Center can offer comprehensive and friendly assistance to your clients whenever they need it.

You cannot handle phone calls, and at the same time, focus on your clients’ work. Scientific studies reveal that multitasking is an illusion. If you do this, your work may be subpar, and you may easily become irritated and fatigued.

Do not allow yourself to be bogged down by callers. Let us handle all your phone calls as you concentrate on building your business.

Benefits of a Call Answering Service for Financial Industries

If you are in the finance industry, you should consider partnering with a call answering service due to the following reasons:

  • Lead qualification – Not all incoming calls to your business have equal conversion potential. A call answering service can help you qualify your leads. This will enable you to prioritize the most important ones.
  • 24/7 availability – Virtual receptionists can work for your business 24/7. They will pick calls during odd hours, weekends, and holidays.
  • Cost-effective – Partnering with a call answering service is much cheaper than hiring an in-house receptionist. You don't have to pay a salary and cater to any other employee-associated financial expenses.
  • Time-saving – A call answering service will help you save time. You will be relieved of the administrative tasks associated with customer care. Therefore, you will focus more on growing your business.

Improving Client Experience

There is too much competition in the financial industry. Right now, clients are spoilt for choice when deciding which financial professional they should hire. 

Thanks to social media proliferation, both bad and good news about a company travels extremely fast. Improving client experience is a win-win situation, both for you and your clients. Any company that wants long-term success should prioritize improving customer experience.

Two factors determine how great your client experience is: value for money and customer service care. Financial businesses should deliver what they promise as well as provide quality customer service.

In one survey, 47% of consumers believe that customer service improves their overall experience when dealing with businesses. These statistics make sense. You will most likely want to deal with a company that treats you properly.

According to CUInsight, location, product, or the price no longer determines marketplace differentiation in the financial sector. Customer experience is a crucial component of long-term success in a competitive industry. The customer experience determines what consumers will purchase from your business, how they engage with you, and how loyal they end up becoming. Financial companies with high-quality customer service care have higher recommendation rates, higher deposit shares, and an increased likelihood of their clients increasing their portfolio of new services and products. On the flip side, financial institutions with poor customer experience can lose up to 12.5% of their deposit shares.

Poor customer experience injures the reputation of a company. USA Today named Cigna, a giant in the health insurance sector, as one of the top 20 most hated companies in the United States, citing it for negative customer experience.

According to Forbes, companies leading in customer experience outperform laggards by approximately 80%. Brands with high-quality customer care services usually bring in profits that are 5 - 7 times higher than those with poor customer care service. Consumers are much more likely to share negative experiences about a company, in comparison to positive experiences.

Various factors contribute to poor customer care service. The most common ones include long waiting times, missed calls, and multiple transfers. Your clients do not like feeling that you do not value their time. The best way to improve your customer care service is to receive calls promptly. Whether your clients would like to get more information, want support for services or products purchased, or complain, they would appreciate that you promptly received their calls. This will make your business stand out because most consumers are used to substandard customer care service and long waiting periods.

Find a Call Answering Service Provider Near Me

At Best Call Center, we operate nationwide but our receptionists field calls like employees so the caller never knows they are speaking with a call center. We are available 24/7 to promptly receive calls from your clients.

We are here to show you that effective call answering services can significantly boost your performance, grow your business, and streamline workflows. Our call answering agents are professionally trained to deal with all types of questions in the financial industry. Partner with us and stand out in the financial sector! Call us today at 800-385-4656 to get started.