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Who We Serve

Virtual receptionists and managed live chat for finance providers

 
  • Ruby offers personalized support online and over the phone, saving you time.
  • Highly trained virtual receptionists support CPAs, CFPs, and other financial professionals.
  • Ensure a seamless, professional experience for clients with informed, reliable assistance.
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Finance capabilities

Communication challenges financial firms face

Clear communication is important for financial firms, but many face challenges that can affect client relationships and business operations. Some common challenges include:

  • Missed calls and leads: Prospective and existing clients may call outside office hours or when your team is busy handling other priorities. This can result in missed opportunities and lead to potential clients feeling overlooked, which can damage your firm’s reputation and client retention rates. A virtual receptionist for financial businesses ensures that every call is answered, even when your team is unavailable.
  • Inconsistent communication experience: Without dedicated support, clients may encounter inconsistent messaging, long wait times, or even unprofessional interactions. This can create frustration and a sense of disorganization, eroding the trust clients place in your firm and affecting their overall experience. A financial services virtual receptionist​ provides a consistent, professional communication experience, no matter the time or situation.
  • Limited time for high‑value work: Financial professionals often spend a significant amount of time managing administrative calls and responding to routine inquiries. This time could be better spent focusing on higher-value tasks like advising clients, developing financial plans, or navigating complex regulatory issues. Balancing these responsibilities can be overwhelming and detract from the strategic work that drives your firm’s success.

How Ruby supports financial services firms

24/7 virtual receptionists for financial advisors.

Ruby’s team of US-based, trained virtual receptionists is available round-the-clock to answer client calls. Whether it’s day, night, or weekends, we ensure that every call is responded to with a professional and welcoming tone that reflects your firm’s values and brand. Clients never feel neglected, and you never miss an opportunity.

Managed website live chat.

Engage with website visitors in real time through live chat, addressing their questions promptly and efficiently. Our receptionists can guide them through initial queries and gather valuable lead information to help grow your pipeline. This service ensures you connect with potential clients the moment they show interest.

Complete control at your fingertips.

With the Ruby app, you can set your availability and preferences, change call handling instructions, manage activity, and call and text from your Ruby-hosted number.

Make your website a lead generation machine.

Engage your website visitors when they’re most receptive with friendly, trained professionals who answer in 60 seconds or less.

Appointment scheduling support.

With Ruby’s appointment scheduling service, you’ll never miss an important consultation or follow-up. Our receptionists can book and confirm appointments for you, reducing no-shows and keeping your schedule organized, so you can focus on providing expert financial advice to your clients.

Customized call handling.

Ruby adapts to your practice’s needs with customized call handling that aligns with your financial workflows. Whether it’s transferring calls based on specific rules or following tailored instructions for different types of calls, our team ensures each call is managed effectively and professionally. Think of it as a dedicated support solution for financial advisors that truly understands your unique needs.

Benefits of having a virtual receptionist for your financial business

FAQs

Ruby’s virtual receptionist services are designed to enhance your firm’s efficiency and professionalism. By integrating our team into your practice, you can offer clients a superior experience while focusing on high-value tasks. Here’s how a virtual receptionist can benefit your financial business:

  • Improve client experience: Clients today expect timely, personal, and professional responses—especially when it comes to sensitive financial matters. Ruby’s virtual receptionists ensure that every caller is met with a friendly, helpful voice for quick questions or complex issues. With our 24/7 availability, your clients will always feel heard and valued, creating a lasting, positive impression that strengthens client loyalty.
  • Increase lead capture: Converting website visitors into clients is critical for growing your financial business. Ruby’s live answering and chat services engage visitors in real time, allowing you to respond to inquiries and capture lead information on the spot. Whether it’s a potential client asking about your services or a current client requesting assistance, we help ensure that no lead slips through the cracks—building your business pipeline without the need for additional internal staff.
  • Save time and reduce overhead: Hiring, training, and managing in-house receptionists can be costly and time-consuming. With Ruby, you can avoid these expenses while still maintaining top-tier service. Our team scales with your business, allowing you to manage fluctuations in call volume and service needs without worrying about overhead. You only pay for what you use, streamlining operations and letting you focus on growing your practice.
  • Maintain professionalism: Consistency is key when it comes to your firm’s reputation, especially in the financial services industry. Ruby’s receptionists are highly trained to provide a professional, polished experience that aligns with your firm’s values and compliance needs. From answering calls with your preferred greeting to following detailed call instructions, we ensure that your messaging remains consistent and your firm’s reputation stays strong.

Case study

How Wheelhouse Advisors took their practice to the next level.

With Ruby, the financial professionals at Wheelhouse Advisors have more time to get the important things done—and even go fishing.

Read more

“I love Ruby! They make me look good, keep costs in check, and always respond promptly if an issue arises (which is rare in the first place). You just cannot replace the value of a live, professional person to answer your calls, especially if you’re in a high-touch, service business. And with Ruby, you don’t have to.”

Frank Molinar

Molinar and Company

FINANCE RESOURCES

Grow your financial practice with free resources.

Customer engagement
Tips For Strengthening Customer Communication
Learn more
Ebooks
Guide: Calculating the future
Learn more

We don’t just stand in for our customers. We stand up for today’s finance providers.

We talk, chat, and connect with thousands of financial clients every day. And because of that, we know better than anyone just how far experts like you go to provide the best possible service to the people you serve.
Whether you work on your own or manage a growing practice, we’re here to provide solutions and support designed for your business and your clients. No matter the size of your operation—or your goals—Ruby is ready to help whenever and however you need us.

Partner spotlight

NAFPA members get a discount on Ruby.

Ruby partners with leading professional associations such as the National Association of Personal Financial Advisors (NAPFA) to offer exclusive perks to members.

Learn more

FAQs

What kinds of financial professionals benefit from Ruby’s services?

Ruby supports CPAs, CFPs, financial advisors, tax preparers, insurance brokers, and wealth management firms by improving client communication and lead management.Ruby supports a variety of business services, including legal, financial, home services, consulting, and marketing firms.

Ruby offers 24/7 virtual receptionists, live chat support, appointment scheduling, and customized call handling to streamline client interactions and boost efficiency.

Yes, Ruby provides 24/7 call and chat answering, ensuring your clients can always reach a live person, even outside business hours.

Yes, Ruby captures leads and responds to inquiries in real time, so you never miss a new opportunity, even when you’re unavailable.

Ruby follows strict confidentiality protocols and industry standards to securely handle sensitive client information and ensure privacy.

Ready to reclaim your time and delight your clients with Ruby?

With Ruby’s virtual receptionist services, you can ensure every call is answered in a professional and confident manner, even after hours. Our team supports your financial practice with 24/7 receptionists, live chat, and customized solutions, giving you more time to focus on what truly matters—your clients and your business.

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