Wheelhouse case study.

Finance virtual receptionist case study

“Retaining Ruby is much more affordable and practical than hiring a person to our team. More than that, what Ruby does is unique and for what we do as wealth advisors it’s a perfect fit.”

In business since 2007, the financial planning advisors at Wheelhouse Wealth Advisors have focused on serving business owners, families, individuals and retirees and ensure mutual respect and understanding in every exchange.

Discover how Ruby’s team of live virtual receptionists have helped them take their customer service—and their business—to the next level.


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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.