Finance

Personality is priceless.

The advantage of availability.

Instead of an automated system, our live virtual receptionists will be there to answer questions and schedule appointments directly to your calendar.

Special treatment is standard.

With custom call handling, we make sure clients feel both known and valued. We even keep track of your VIPs to give them the five-star treatment.

100% US-based team.

Ruby’s award-winning, rapidly-growing, happy-to-help team of live virtual receptionists and chat specialists is located all across the USA. 

Success Stories

“You can hear the Ruby smile through the phone. Knowing my callers experience this when they call my office is a competitive advantage.”

Christopher Babler
Goldendale Capital

“Ruby makes me look good and keep costs in check. You just can’t replace the value of a live, professional person to answer your calls, especially if you’re in a high-touch, service business.”

Frank Molinar
Molinar and Co

“My clients’ needs are what matter most to me. Knowing that Ruby is always there, answering my calls and taking care of my clients in a professional and friendly manner, gives me peace of mind.”

Chun Lee
LPL Financial Advisors

“Ruby brings extraordinary value and efficiency to our practice. Ruby works 13 hours a day during the week, never gets sick, never takes a day off, and never complains, for a price you just have to see to believe.”

Bob Pedrick
Chartered Advisory Group

The finance professional associations discount.

Ruby partners with leading professional associations like the NAPFA and the FPA. Find out if your organization entitles you to sweet, special perks.

GET IN TOUCH

Ready at the flick of a thumb.

The Ruby Android and iPhone app lets you update your status in real-time, signaling your team to take calls for an hour-long appointment or the whole afternoon.

CHECK OUT THE APP

They’ve got questions, we’ve got answers.

Our Ruby Chat Specialists will be there to answer questions and transfer calls in a style tailored to your business. Easy to set up, hard to live without.

VIEW PLANS AND PRICING

Our proof is your bottom line.

Time is money, and money is important. With our ROI calculators, you can get an idea of just how the numbers shake out.

VIRTUAL RECEPTIONIST ROI CALCULATOR24/7 LIVE CHAT ROI CALCULATOR

Ruby content

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INDUSTRY TOOLKIT

Finance Collection

  • Guide: The ultimate guide to virtual receptionists

    View
  • Tip Sheet: 5 ways to increase revenue with Ruby.

    View
  • Webinar: The ROI of personal connections.

    View

Numbers don’t lie.

  • 20%+ boost in new business leads.
  • 10hrs+ of distraction-free time gained back per month.
  • 10% increase in customer happiness.

As reported by a majority of respondents to Ruby’s February 2019 Customer Survey.

We’re in it for you to win it.

Live Virtual Receptionists

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24/7 Live Chat

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Try Ruby Risk-Free

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