Calculating the future

Disruption and rapid change in the financial industry have left many scrambling to predict what’s next, and top-notch communication and tech-enabled convenience are becoming increasingly vital to concerned and motivated financial services consumers. In this e-guide we cover trends, what’s working, and what the next generation of financial customers expect. 

Ruby guide: Calculating the future (on an iPad)

What's in the guide?

2020 key lessons & takeaways​

A hectic year put a spotlight on the importance of financial stability.​

Staying ahead of trends​

To remain competitive, traditional advisors need to consider their digital systems.​

The new financial client​

Today’s clients demand increased and on-point communication.

Smart, simple solutions for tomorrow​

Identifying and reducing poor operations now can help you build resilience for the next disruption.​


Already a Ruby customer?

Let’s get started.

Ready to turn more callers into customers?

Missed connections translate to lost revenue. With Ruby, you have a partner in gaining and retaining customers. Plus, we’re so confident you’ll love our service, we offer a 21 day money-back guarantee*.

*Ruby is delighted to offer a money-back guarantee to first time users of both our virtual receptionist service and our chat service. To cancel your service and obtain a full refund for the canceled service (less any multi-service discount), please notify us of the service you wish to cancel either within 21 days of your purchase of that service or before your usage exceeds 500 receptionist minutes/50 billable chats, as applicable, whichever occurs sooner. Some restrictions may apply.