Make sure no leads are left uncalled and no calls are left unanswered. Leverage conversational AI for your financial advisor agency.

Financial advisors face a unique set of challenges in their profession, balancing the need to stay informed on market trends, regulatory changes, and their clients' personal goals. They couldn’t be expected to be on the phone 24/7 to answer phone calls and make a callback. Offering reliable conversational voice AI can be a game-changer for business growth. Here are some of the benefits financial advisors can experience with us:

24/7 Support

With available conversational voice AI round-the-clock support, your clients will always have someone to talk to whether your office is busy, closed, or on vacation if they have questions. These will help your business stand out.

No Missed Call

Customer calls come in unpredictably. Given your hectic schedule, you cannot be expected to just watch your phone if someone calls in. Having available conversational voice AI that captures leads, books appointments, and answers inquiries can be helpful.

No Lead Left Uncalled

Some customer wants to do business over the phone. Having hectic schedules hinders you from calling them. Automated outbound call is the perfect solution for that. Make sure that no lead is left uncalled.

Elevate Customer’s Satisfaction

Most of the customer loves their business call inquiry to be answered. Make sure that no calls are left unanswered and no leads are left uncalled. Great customer satisfaction can boost your business growth.

Save Time, Get More from Less

No need to pay for an office-based answering person when you can get all these conversational voice AI services for over half the price. It’s budget-friendly and purely automated to save you money and time.

With ClearTalk, a cutting-edge technology. This software can help you answer calls, book appointments, send notifications, and make follow-ups. It will help your business to stand out from the crowd. With ClearTalk’s conversational voice AI services, your financial advisors will grow unexpectedly.

The price of a receptionist is one of the most important factors to consider when deciding whether to employ a conversational voice AI or an in-house receptionist.

First, let’s take a look at the average price for an in-house receptionist.

The average salary for an in-house receptionist is about $37,000 and often comes with added fees, such as:

• Medical, dental, and vision insurance, costing about $11,000/year
• Life and disability insurance, costing about $2,000/year
• 401K’s, retirement and pension plans, costing about $2,000/year
• Paid sick leave, holidays, and vacations, costing about $5,500/year
• Commuting reimbursement, costing about $5,000/year
• Child care subsidy and parental leave, costing about $3,000/year
• Health and wellness programs, costing about $1,000/year
• Bonus pay, costing about $2,000/year
• Company retreats, team bonding events, and employee outings, costing about $4,000/year
• Free lunch, snacks, and drinks, costing about $3,500/year

Total Cost, Including Salary: $77,000/year

The price may be even higher if your business is located in a highly populated area. In-house receptionists can add to that cost when they inevitably come in late, call in sick, request time off, take personal leaves of absence, go on vacation, and so on.

On the other hand, in one of ClearTalk’s conversational voice AI services, a virtual receptionist can accomplish the same tasks that the in-house receptionist does. Aside from that, you don’t have to pay for any time off, benefits, or other fees.

ClearTalk’s virtual receptionist costs as cheap as $999/month with no hidden or other fees. Your business could save over $25012/year on salary alone, and up to $40000/year in benefits beyond salary payments.

Your business will not only cut costs but also boost productivity and revenue to extraordinary levels. With virtual receptionists handling calls beyond standard business hours, the impact on your operations will be more substantial than you expect. Furthermore, ClearTalk offers chatbots and text bots. SMS answering can be overlooked, but over 98% of customers prefer communicating with businesses through text.

Inbound and outbound virtual receptionists can turn your leads into customers. Businesses need to respond promptly, as 70% of customers prefer a same-day response. Offering round-the-clock support signifies a company’s commitment to delivering prompt assistance when needed. And 73% of their customers point to customer experience as an important factor in their purchasing decisions.

Financial advisors have a unique set of tasks in their profession such as building and maintaining trust, regulatory compliance, market volatility, personalized service expectations, and many more just to keep the business operating and growing. This field quite had a handful of tasks enough for it to have difficulty answering phone calls and giving callbacks to attract new clients. Businesses constantly face issues that impact their ability to grow or succeed. The most common scenarios that financial advisors use virtual receptionist services for are:

• My business is growing and my team can’t handle a high volume of calls

  Expanding a business can be a double-edged sword since it can be difficult to keep up once your company grows big together with your hectic schedule. With calls that need to be answered, appointments that need to be scheduled, and invoices that need to be sent, ClearTalk can help you with inbound and outbound calls to lessen your tasks and focus more on the production of your business

• I can’t offer around-the-clock availability to answer calls

  Financial advisors need rest and want to go home after business hours, and we all know that calls don’t just stop coming in and leads can often be missed especially if your clients are from different time zones. Thanks to ClearTalk’s virtual receptionist, you can now offer 24/7 accessible customer support.

• I can’t afford to hire staff, but still need “front desk” support

  Financial advisor businesses have limited budgets, and may not be able to afford pricey in-house receptionists especially when the business has a lot of other expenses. ClearTalk is to the rescue, our virtual receptionist only costs $999/month with no hidden or other fees.

If your financial advisor business is experiencing one or any of these scenarios, ClearTalk’s virtual receptionist can help you by allowing you to answer or call leads. Our automated agents will help you answer inquiries, book appointments, and even store and collect customer information directly to your CRM.

Financial advisors’ business, similar to other businesses, frequently encounter challenging scenarios that may require you to have outsourced assistance to resolve the issue. Some of the most common problems are:

• I can’t keep up with incoming calls and messages from clients

  Financial advisors often have too much work and not have limited staff, making it hard to keep up with phone calls and messages. Trying to run a business and give good excellent customer service at the same time can be difficult and can lead to poor performance in both.

• I can’t respond fast enough to leads to beat my competition to new clients

  Given the competitive marketplace for financial advisors’ business, it can be challenging to stand out amongst similar businesses. Providing quality customer service by answering calls or responding quickly to customer’s inquiries can place your business above your competitors.

• I can’t provide customer support 24/7

  Not every business does customer service support 24/7 it can be because the business’ tasks, management, and hectic schedule give them full-hand. Managers want to rest and spend time with their family too during after hours. Providing 24/7 customer support can be your kickstart for great customer service that will make your business stand out among competitors.

• I can’t afford to hire a customer support representative

  Financial advisors’ businesses have limited budgets and may not be able to hire full-time in-house receptionists since it’s expensive. If customers don’t have the support they need, they are more likely to hire a competitor.

• My staff spends too much time addressing common questions

  Customers always have common questions before hiring a business. They will either text, email or call you to ask those questions. If customer don’t have support to answer their questions, they will not do business with you.

If your Financial advisor’s business is experiencing either one or any of these scenarios, you are on the right track. As we’re slowly transitioning to the modern world now, we should start leveraging modern technology. ClearTalk, our cutting-edge software technology can help you with those problems with this conversational voice AI service:

• Virtual Receptionist

  This automated service can help you answer phone call inquiries, book an appointment, and provide customer support. It will make sure that no calls are left unanswered. On the other hand, they will call leads and make a follow-up to make sure that no leads are left uncalled.

• Chatbot or Text bot

  An automated chatbot or text bot can also help you with 24/7 customer support that will answer all the repetitive common questions that the customer has. They can help you to send follow-up and book an appointment.

Discovering what conversational voice AI services for your financial advisors’ business needs is a good first step. To figure out which service would be the best, think about what problems or opportunities you face that a virtual receptionist can help:

• Does your financial advisor’s always miss a call?
• Does your financial advisor’s struggle to call leads?
• Does your financial advisor’s doesn’t have a website chatbot?

Regardless of that, ClearTalk can always adjust a service that will suit your financial advisor’s needs.

Furthermore, think about what services would fit your business’ activity level.

• Does your business receive hundreds of calls a day or just a few?
• Do you receive online messages rather than phone calls?
• Would your business benefit from 24/7 phone answering or would you prefer a particular time frame for answering calls?

Regardless if you get just ten calls or thousands a month, ClearTalk can customize your virtual receptionist service to fit your business activity so you only pay for what you need.

After that, you need to do is to sign up. Starting with ClearTalk’s voice AI services is fast and simple. There are no yearly contracts and no set-up charges.

Follow these three simple steps:

• Book a DEMO

  You can book a demo to discuss what are the services that we can offer to help you with your business.

• Get a customized game plan

  Just answer a few questions about your business and the preferences you have. We’ll find the best solution for you that fits your business and your budget.

• Let Clear Talk provide your calling solutions

  Whether you're working with Clear Talk as an agency or as a done-for-you customer we have you covered.

Whether your business is looking for an occasional, full-time, or part-time virtual receptionist. ClearTalk can custom-tailor your service according to your business needs when it comes to booking appointments, lead screening, follow-up calls, and call leads. When you sign up with ClearTalk, you are not just hiring a voice AI provider, you will be having someone who help you transform your business by capturing sales to grow your revenue.