Live Telephone Answering Services for Financial Professionals
Dependable Call Center Support for CPAs, Bookkeepers, and More
Financial services can be a challenging sector to work in, but our live telephone answering services and after hours support can make it easier. At Qtas, we provide quality call center support, voicemail services, and more to all types of financial professionals any time of day. Whether you manage million-dollar investments or just a few accounts, we’re here to help.
Who We Service
We offer call center and voicemail services for a wide variety of financial professionals and institutions, including:
- CPAs
- Bookkeepers
- Financial advisors
- Payroll companies
- Insurance companies
- Asset managers
- Investment portfolio managers
- Stockbrokers
- Estate planners
- Banks
- Credit unions
- Mortgage lenders
- Debt counselors
What You Get
Large Center Expertise, Familiar Support
Qtas gives you the scale and structure of a corporate call center with the personal service of a tight-knit one. We get to know your team and your clients, so when calls come in, it feels like they’re talking to your in-house staff.
24/7 Call Answering and Routing
Don’t let missed calls have a negative impact on your organization. Qtas provides live telephone support and intelligent call routing by trained professionals that follow your script and company protocols every time.
Voicemail Services
If you need reliable call handling for your financial or insurance company without the overhead, our automated voicemail services give your organization a dedicated number and customizable setup.
We assign you a dedicated telephone number where you can leave a customized message for their callers to listen to and leave a message in return. Your voicemail can be simple with one general use mailbox or set up with a tree of options, including a live agent option for those who need immediate assistance. We can also combine live support and voicemail services.
Email and Text Messaging
Accurate records matter, so we send a summary of each call to you by text or email upon call completion. This lets you stay in the loop and ready to follow up.
Appointment Scheduling
If you need help booking appointments and keeping your schedule up-to-date, Qtas can deliver. From one-on-one meetings with clients to full staff conferences and more, our team is trained to help your company stay organized and on track.
On-Call Schedule Management
Financial and insurance providers can send Qtas a copy of their on-call schedule ahead of time and we keep track of who’s on call when. That way, when someone calls in after hours, it gets routed to the appropriate team member. We update your account daily, so the correct person is always in our system, and can reach out to your by phone, text, email or all three.
Lead Capture
At Qtas, we never miss a call. This lets you capture valuable leads that might otherwise get missed if your in-house staff get busy.
Marketing Support
We make it easy to run ad campaigns without overwhelming your existing staff. We answer and log ad-driven calls separately so current client needs are prioritized yet new opportunities don’t get lost.
Benefits of Call Center Services for Financial Professionals
24/7/365 live call answering, voicemail services, after-hours support, and more.
We offer comprehensive call center services that can be custom-tailored to your business. You can scale up or down as needed and choose the services that work best for you.
Customized scripts.
Include regulatory disclosures, eligibility questions, and other key info that needs to be relayed during a call without disrupting the client’s experience.
Seamless lead intake and qualification.
Qtas lets you easily capture and pre-screen leads for financial programs or insurance policies before handing them off.
Smoother applications and claims.
Our live call center agents collect the necessary details for loan applications, insurance claims, and consultations to help reduce the amount of back-and-forth communication needed.
Scale up or downsize with ease.
If your firm grows, or you need to temporarily downsize, we can tailor services to fit your changing needs without the overhead of hiring and firing.
Call Qtas Today
If you want to be able to handle calls seamlessly without taking time away from in-house staff, Qtas is here to help. We can create a personalized support plan just for you with the specific level of service you need. Contact us at (617) 479-3700 today for more info, or call toll-free at (800) 514-9500.