Virtual Financial Receptionist

The finance business is huge, and many small businesses find themselves unable to compete with big financial institutions. There are ways, however, to level the playing field and prevent losing any of your high-dollar clients.

Larger financial institutions can employ several receptionists to answer every call that comes in, due to their greater resources. Even Entrepreneurs use VA to support their financial bone structure and increase their scope of business.

Even the bigger businesses may be wasting money by paying a salary to these personal receptionists rather than VA, according to experts. Because you are a smaller business, you may not be able to afford a receptionist. That’s where veta virtual come in.

Cut costs and increase profits

Just one missed phone call might cost a financial advisor thousands, if not millions of dollars in assets. The activity may not appear to be very high, but each contact is critical. boutique businesses are hampered by lost commissions, but you don’t have to miss any more revenue.

In addition, the cost of employing a full-time receptionist and using answering service may be the difference between whether your firm survives another year or folds. Hiring a full-time employee when you can hire a financial receptionist for the cheapest per minute in the business is unnecessary.

Stop missing calls by using a virtual receptionist

Veta virtual can provide you with a professional, personal receptionist to answer your calls. Not only can our financial receptionist take your calls, but they may also screen them to save you time.

You don’t have to devote hours on the phone with someone who isn’t interested in investing. Our staff will ensure that all of your conversations are evaluated.

When a key client calls, we can immediately connect you to your office, cell, or home phone. You won’t have to worry about where you are, we’ll ensure that you don’t miss any critical calls with after hours answering services.

Our team of call center experts can even collaborate with popular scheduling and appointment setting tools to ensure you know what’s going on at all times.

Based in Toronto - serving all of US and CANADA