The Ruby app for finance professionals.

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“Giving a VIP client experience is the number one source of referrals and happy clients,” says Jill Nelson, Ruby’s Founder and CEO, to the folks at WealthManagement.com.

To help provide clients with an individualized experience, we here at Ruby have designed a mobile app that expands upon traditional receptionist services. The app offers the flexibility to choose when to have a Ruby receptionist answer or when to forward calls directly to advisors, and more!

Check out the article for the full scoop!

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Ruby News

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Women in key roles text image
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Multiple promotions of women leaders at Ruby

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Rubys hiring up to 100 new employees

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Ruby expands into Arizona

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Ruby earns two Stevie awards

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Ruby publishes “The Shifting State of Healthcare”

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Ruby certified as a Great Place to Work for 5th year

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Ruby’s 24/7, HIPAA-compliant services reduce burden on healthcare staff

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Ruby achieves 5 years on Oregon’s Most Admired Companies Llist

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Adapting to the new business context

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13-years on the 100 Fastest Growing Companies

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How Ruby pivoted during COVID

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Oregon 2019 Philanthropy Awards

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Ruby acquires Pure Chat

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Ruby wins 2020 Momentum Award

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Courageous Marketing Leader Awards 2020

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*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 cancelled 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.