Answering Service for Financial Service Professionals
Let Abby handle your calls so you can focus on delivering expert financial advice.
Whether you’re in wealth management, investment services, accounting, or insurance, let Abby cover your calls while you concentrate on providing top-tier financial advice and growing your client base.
Finally, a professional answering service to handle inquiries, schedule consultations, and screen leads—freeing up your time to deliver exceptional service.
Never Miss a Client Opportunity
Capture every opportunity, boost revenue, and build lasting client relationships.
Every missed call can mean a lost client in the competitive world of financial service providers. Whether you’re in wealth management, consulting, investment services, or accounting, you can’t afford to let calls go unanswered—every interaction counts.
Financial professionals juggle multiple high-stakes projects, but juggling the phones doesn’t have to be on your plate. With Abby, you gain a dedicated team of receptionists who understand the fast-paced financial services industry. We handle inquiries, book appointments, and screen leads so you can focus on delivering exceptional financial expertise. Explore our three tailored service options below.
ABBY'S PRODUCTS
Human Receptionist
Live, professional receptionists dedicated to your business, trained to represent your brand.
Dedicated Receptionist Team
Custom Answering Hours Including 24/7 Answering
Caller Insights with Portal & App
AI Receptionist
24/7 AI receptionist trained for your industry, delivering natural, personalized caller experiences.
Natural, human-like conversations
Custom business intake & scheduling
Personalized Caller Interactions
Live Web Chat
Engage website visitors instantly and convert conversations into leads with Abby’s Live Web Chat.
Chat to Call
Pre-Chat Form & Post-Chat Survey
Automated Greetings
Client Success Stories
Enhanced Business Reputation & Improved Client Retention Since Using Abby
“Leveraging Abby’s services has allowed us to reallocate resources more effectively, focusing our budget on core business activities while maintaining excellent customer service”
PRICING
Flexible Pricing Plans That Scale with Your Business
Abby understands that every financial service company has unique needs. That’s why we offer flexible pricing plans and customizable add-ons, so you can tailor your call handling service to meet your exact specifications.
Explore your options or call today to create the perfect plan for your business.
Up to 20 minutes
24/7 Call Handling
Trained for English & Spanish
Custom Call Flows & Transfers
FAQ Answering Support
Workflow Integrations
Up to 100 minutes
Spanish Answering Services Available
24/7 Technical Support
Weekend Answering Included
HIPAA Compliance Available
Self-Managed Integrations
5 FAQs
5 Contacts
10 Engaged Chats
$12.90 per additional chat
Trained for English & Spanish
Custom Call Flows & Transfers
FAQ Answering Support
Workflow Integrations
U.S.-Based Answering Service
for Financial Service Businesses
Unlike many services that outsource support overseas, Abby’s receptionists are based right here in the U.S. This means your clients speak with native English speakers who truly understand the financial services industry. Whether you run a wealth management firm, consulting business, investment company, or accounting practice, we handle your calls while you focus on your core business.
Our team is well-versed in financial terminology, industry expectations, and the high standards of customer service your field demands. With Abby, every call is managed by professionals who reflect the quality and reliability of your brand—building trust and fostering lasting client relationships.
Suite of Customizable Solutions for Financial Service Industry
At Abby, you have choices when it comes to your customer service needs.
Abby offers a comprehensive suite of solutions for financial service businesses: Live Human Receptionist service, AI Receptionist, and Live Web Chat solution.
Live Human Receptionist
Our U.S.-based Live Human Receptionist service brings industry expertise and personalized service to every call.
AI Receptionist
Abby’s AI Receptionist is a cost-effective, streamlined call handling experience that eliminates hold times and missed calls. This service offers wealth management, investment, and consulting firms an efficient, round-the-clock solution to their call handling needs.
Live Web Chat
Live Web Chat engages website visitors in real time to convert inquiries into leads. Choose the ideal blend of human touch and technology to optimize your company’s communications and boost client engagement.
Choose one service or a combination to maximize your customer communications across platforms.
ABBY INTEGRATIONS
Abby Integrations for Financial Service Professionals
For 20 years, Abby has been streamlining communications for financial service providers by centralizing calls and messages. Our seamless integrations connect your customer interactions with the tools you use every day—whether it’s scheduling software or CRM platforms—boosting efficiency and saving you time and energy.
Take a look at some of our top integrations below:
Never Miss a Client Opportunity Again
Don’t let missed calls mean lost revenue. For wealth management, consulting, investing, and accounting firms, every call is a chance to secure a valuable client. With Abby’s dedicated receptionist team, every inquiry is handled professionally, and appointments are booked automatically. Capture every lead, boost your revenue, and keep your clients happy—get started with Abby today!
Abby has served over 2000 clients in the financial services industry and has a 95%+ client satisfaction rating.
Did you know…?
of clients choose to hire a company based on its initial responsiveness.
of professionals report frequent interruptions from clients.
of consumers expect immediate responses to service inquiries.
To fully refocus following an interruption, it takes about
minutes
Business owners are interrupted on average every
minutes
TESTIMONIALS
Give Your Business an Edge with Abby Call Data
Streamline communications and grow your business with ease.
Abby’s powerful caller intelligence gives your company a competitive edge. Our intuitive portal and app display real-time call data:
Caller activity logs
Call recordings and transcripts
AI-generated call summaries
Call tags help highlight priorities
Customer sentiment scores
Visualize caller trends with activities chart
Forecast growth with usage stats
With Abby, you can maximize ROI and make smarter business decisions that drive your company’s success.
Dedicated Call Handling Experts
for Financial Service Providers
Not all client inquiries come in during standard business hours. Abby’s receptionists can cover after-hours, weekends, and holidays, ensuring every call is answered with the professionalism your firm demands.
We understand the unique needs of wealth management, consulting, investing, and accounting, providing 24/7 support. Our receptionists screen leads, schedule appointments, and manage inquiries efficiently. With Abby, reduce administrative burdens and overhead while maximizing client engagement—making us the smart choice for modern financial services firms.
FAQS
Does Abby answer calls for financial service providers?
Do you offer integrations that tie into software we use in the financial services industry?
Yes, Abby has several integration solutions that can connect your client communications with platforms you use daily, such as Zapier and HubSpot. When all your client data is all in one place, this increases efficiency and accuracy and saves you time.
How does Abby handle scheduling/appointment booking?
Scheduling and booking appointments are vital to the financial service industry. Abby can handle scheduling and appointment booking on your behalf either through Calendly or through our Scheduling Assistants who can book on a calendar of your choice.
How much does Abby’s answering service cost?
Abby understands that financial service companies come in all shapes and sizes with unique challenges and markets. We offer transparent, flexible pricing plans and add-on service features so you can fully customize your service to meet your business needs.
Never Miss a Client Opportunity Again
Don’t let missed calls mean lost revenue. For wealth management, consulting, investing, and accounting firms, every call is a chance to secure a valuable client. With Abby’s dedicated receptionist team, every inquiry is handled professionally, and appointments are booked automatically. Capture every lead, boost your revenue, and keep your clients happy—get started with Abby today!
