Upgraded Phone System Improves Client Service for a Financial Planning Firm
Few businesses rely more on providing personalized client service than financial planning. When people call their advisor with a critical question about their portfolio, the last thing they want is to receive an impersonal recorded message or have their call go unanswered.
Additionally, prospective clients are often apprehensive about calling a financial planner. If no one is available to take that all-important first phone call, there is a good chance the person will not call back – and that results in lost business for the firm.
AccessDirect Offers Innovative Phone Systems for Financial Advisors
Financial firms can dramatically increase their level of client service by installing a technologically advanced phone system from AccessDirect. Our systems include the option to select an auto attendant feature that offers a much more client-friendly alternative to voicemail for financial advisors.
An auto attendant acts as a type of virtual receptionist, ensuring all incoming calls are answered promptly at any time of day or night and that the caller can reach a specific individual instead of a general company mailbox.
Real-World Application of an AccessDirect Phone System for Financial Advisors
Greg Davis of Heritage First Wealth Management, a financial planning firm in Kansas City, MO, was concerned that his firm’s answering system delivered through basic AT&T hardware was not adequately serving his clients’ needs and was actually causing him to lose business. Greg was dissatisfied with the system’s slow, machine-like greeting. He was also unsure if the messages left in the firm’s general mailbox were being received and acted upon in a timely and appropriate manner.
“Missing messages was the main thing. In this day and age, when someone finally develops the nerve to call a financial firm, we can’t afford to miss the call.”
– Greg Davis
Greg decided to get in touch with AccessDirect to see if we could help him improve the quality of his firm’s phone service. Our first course of action was to put his existing phone system to the test. We made an after-hours phone call to Heritage First to gain a better perspective of a client’s experience when contacting the firm. Sure enough, we immediately recognized that an AccessDirect phone system for financial advisors would dramatically increase the firm’s image and responsiveness.
Our New Phone System Paid Immediate Dividends for Heritage First
We recommended that Greg install an AccessDirect phone system that included an auto attendant feature with a number of flexible options.
“AccessDirect helped us put a system into place whereby we still answer calls in person, but if we cannot get to the phone, the calls roll over to an answering system with options to leave a message for an advisor or, if we are not in the office, the call is routed to our cell phone, wherever we happen to be. The voice messages are sent to our email with a transcript of the message or we can listen to a live recording.”
– Greg Davis
Greg realized the true value of his new phone service for financial advisors when he went on vacation shortly after the installation of his system. He was thrilled to discover that he was able to receive and read phone messages on his smartphone and monitor office activities with ease, a luxury his old phone system did not allow.
No More Worries About Missed Phone Calls at Heritage First
In summary, Greg indicated that what he likes most about his new answering service for financial advisors is that he never has to worry about losing business due to inadequate phone service again.
“The main thing we like is the confidence of knowing we don’t miss messages anymore. In addition, there is plenty of icing on the cake in the form of use of email transcription and relaying calls remotely if we’re not in the office.”
– Don Lueke
Contact AccessDirect today to learn more about how our phone systems for financial advisors can help you improve client service in your firm.