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.
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. See how one service works three ways below.
ABBY'S SERVICE
Abby’s Service, Three Ways
One service, set up your way. Start with Human Receptionist Service, AI, or both together, and change the mix anytime.
Human + AI
Each call is handled by a human or AI based on the call type or your instructions, so every caller reaches the right kind of help.
Human or AI, by Call Type or Your Rules
Seamless Handoff on the Same Call
Stretch Your Plan Further With AI
Human Receptionist
Live, professional receptionists, backed by 20 years of answering experience.
US-Based, In-House, Dedicated Receptionist Team
Custom Answering Hours Including 24/7 Answering
Caller insights with portal and app
AI Receptionist
24/7 AI receptionist delivering conversational, personalized caller experiences.
Natural, Human-like Conversations
Self-Serve Controls & Ongoing Support
Always Improving With Human Quality Assurance
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
STARTER
BEST FOR
Small offices catching overflow or after-hours calls
essential
BEST FOR
A solid baseline for most small businesses
PROFESSIONAL
BEST FOR
Growing teams that need full-time coverage
Most Popular
Growth
BEST FOR
High-volume coverage with support and bulk savings
ENTERPRISE
Need more than the Growth Plan?
We build custom plans fit for your business needs.
BEST FOR
Higher call volumes and tailored workflows beyond Growth
Overage is billed at your plan's Abby Minute rate. You can move up a plan at any time.
No Setup Fee
•
Free Trial On Every Plan
•
24/7 Coverage
•
Human Quality Assurance
•
20+ Year Reputation
•
1,000+ Integrations
•
US-Based
•
Month-To-Month
•
No Setup Fee
•
Free Trial On Every Plan
•
24/7 Coverage
•
Human Quality Assurance
•
20+ Year Reputation
•
1,000+ Integrations
•
US-Based
•
Month-To-Month
•
THE HUMAN + AI ADVANTAGE
How Abby Minutes Work
Usage on every plan is measured in Abby Minutes, which cover both Human and AI answering. Overage is billed at your plan's Abby Minute rate. You can move up a plan at any time.
Human Answering
1 Abby Minute = 1 minute
AI Answering
1 Abby Minute = 2 minutes
goes 2× further
Human + AI Answering
ON THE SAME CALL
The AI portion bills at the AI rate, the human portion at the human rate.
Example of Abby Minutes: Professional Plan
Abby minutes cover both Human and AI answering. The more you use AI, the further your plan will stretch.
ALL HUMAN
200
minutes answered
200 Human Minutes
A MIX OF BOTH
300
minutes answered
100 Human Minutes + 200 AI Minutes
ALL AI
400
minutes answered
400 AI Minutes
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 and AI Receptionist.
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.
Use human answering, AI, or a mix of both 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 6,200 businesses, including many 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 connects your client communications natively with platforms you use daily, such as Microsoft Outlook, Docusign, Google Drive, and QuickBooks. Every integration is built and managed for you. 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: human receptionists book through Calendly, and the AI Receptionist books directly into hundreds of scheduling platforms.
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.
Further reading on answering services for financial services
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!