Any financial service must have a professional image, as your customers trust you with their income, taxes, and investments.
It's essential to make a favorable first impression - unruly or disorganized communication will not reflect well on you in this industry.
An office telephone system like Voxtell can benefit various people, such as accountants, payroll professionals, investors, brokers, and bankers. It would help if you didn't stress over an inefficient or broken business line when discussing crucial business matters, like contracts, tax deductions, and investments.
People employed in financial services might also spend considerable time traveling to discuss contracts and need to communicate with international clients.
Mobile access to a business line and low-cost international dialing are essential when conducting this work.
To maintain professionalism and organization, set business and after-hours settings, greet clients, and direct calls accordingly.
This feature lets customers directly dial their financial advisor, accountant, or broker.
You can create a more professional business image by choosing a free local or toll-free number. This is included with every Voxtell account; we can even port over your existing business number.
The Voxtell App is great for financial advisors who are always on the go. The app can take calls from your business line using your smartphone. This helps you stay on the go and ensures you’ll never miss a client’s call.
Every account comes with a local and toll-free number of your choice, a virtual fax extension, and a conference extension line.