When you’re In the financial services industry, it’s vital to keep your communication lines open to your clientele. Market events can happen at any time of the day, and often require rapid responses. A reliable phone system that can quickly connect you to your callers is essential to your advisory or brokerage.
You already deal with uncertainty and volatility in the market – why would you accept that in your phone system? AccessDirect can enhance your business communications by giving your callers a professional, reliable image. Our professionally recorded outgoing messages and virtual phone system features make a big impression separating you from the competition.
We offer to set up your service and record your system greetings at no additional charge letting you focus on what you do best. Read on to find out more about how we can help your financial services company, or contact us today to start a free trial today!
Case Study: Small Finance Company Gets Rid of Fax Nightmare
F&D Financial was a small financial advisory business that needed a “big image” to compete in their competitive industry. Moreover, with only a handful of people on staff, they had trouble covering the phones—and taking care of the clients—at the same time. Worse, their large volume of incoming faxes on one central phone number led to a nightmare of sorting faxes to the right employee.
Access Direct solved all three challenges with the Virtual Receptionist product, a simple small business digital phone system with fax to email service. The auto attendant now answered every call with an impressive, professionally recorded greeting—just like at a Fortune 500 company. It automatically routed calls to the correct employee with the push of a button—so no one had to interrupt their work to take a phone call, unless the call was for them. We were able to offer solutions with our virtual receptionist.
Access Direct also set up everyone at the company with an individual fax number with fax to email service, so that faxes were emailed directly to the correct person—using their personal email box. With no paperwork and no sorting, they saved more than an hour per week in lost productivity. We offer several solutions for your business digital phone system on our virtual PBX.
Affordable Phone Systems For Financial Advisers of All Sizes
AccessDirect offers four unique plans, each of which can be customized to suit your specific needs. Our telecommunications service professionals will work with you to get your service set up to your exact specifications, and all plans can be set up and ready to use within a single business day. Here’s a brief explanation of each of our plans so you can choose the right one for your business.
- Direct Messaging
A single voicemail box for those needing an professional way for their callers to leave a message. Callers hear a voicemail greeting that you can record or have one of our recording artists record for you. After a message is left, we’ll email it to you as an MP3 file along with a computer generated transcript, allowing you to read your messages at a glance and determine their level of importance.
- Direct Executive
A single call transfer option perfect for solopreneurs or professionals looking for a direct line. Callers can be routed to your landline or mobile number either immediately after dialing or after a brief transfer greeting (e.g. “Thank you for calling Acme Financial, please hold as we transfer your call.“). The call can be immediately connected to you, or you can choose to screen calls to determine if it’s a business or personal call before accepting. Any missed calls can go to our voicemail-to-email service or your phone’s voicemail.
- Direct Receptionist
An auto attendant solution for small businesses or those looking to provide multiple options to their customers upon calling. Callers hear a professionally recorded greeting that can say whatever you’d like, recorded either by you or our professional voiceover artists at no additional cost. The phone system menu can let your callers choose from a list of extensions for individuals or departments, each of which can be programmed however you’d like – call transfer, dial-by-name, voicemail, information boxes, or a combination thereof. Perfect for companies with 2-25 employees.
- Direct Enterprise
All the benefits of our Direct Receptionist plan, only scaled for larger corporations needing a Fortune 500 phone system at a fraction of the cost. These plans are designed for companies needing a robust phone system including 25 or more extensions, or for those businesses with extremely high call volumes.
There’s a lot more features to these plans than we’re able to try and describe here, including fax-to-email service, music-on-transfer, custom transfer greetings, call scheduling, after-hours and holiday greetings, and much more! All of our products are highly customizable and can be programmed to meet your specific needs. Whether you know exactly what you want or need some guidance on how to set up your system, our dedicated team is available to walk you through every step of the process.
AccessDirect has been providing virtual phone systems to a variety of businesses, including financial advisers, for over 20 years. Our experience and customer service sets us apart. No other virtual pbx provider offers to help you design, set up, and record your system like we do – all at no additional charge. Contact us today to start a week-long free trial and find out how we can make your business sound bigger and more professional.