Answering Services & Live Chat
for Financial Services

“Ruby gives me a total and complete competitive advantage over the rest of the commercial brokers out there. For me it's priceless.”
Chris Babler
Goldendale Capital

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Earn Client Trust & Referrals with Ruby®

When it comes to their financial well-being, clients value trust and a solid track record above all else. And when they contact you, they expect a prompt, personalized response. Ruby’s live receptionist and chat services give you the flexibility to stay productive and focus on making smart investment decisions. So you can earn a higher ROI for your clients—and your practice.



39% of clients prioritize personalized services when selecting a financial advisor. Give high-value clients the white glove treatment with Ruby’s live virtual receptionist and chat services.



60% of high net worth investors would change financial advisors if their calls weren’t returned in a timely manner. Respond to time-sensitive calls with Ruby’s priority call routing and message transcription.



23% of financial advisors cite inbound call handling as a threat to time management. When you set your availability with Ruby’s app, you get to spend more time with clients!

*Reported by Ruby Customers

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Finance Professional Associations Recommend Ruby

Leading professional associations partner with Ruby to help financial advisors better serve their clients. Learn how members of the NAPFA, FPA, and other organizations can save when signing up with Ruby.

Give us a call to learn more!


Two Ways To WOW Your Customers With Ruby

Live Virtual Receptionists

Live Virtual Receptionists


  • 100% live call answering service
  • Friendly, US-based receptionists
  • Call-handling tailored to your practice
  • Outbound calling & meeting scheduling
  • Real time-updates & notifications
  • Text or call from your Ruby number
  • Manage availability from Ruby’s app
  • Evening & weekend coverage included
  • Bi-lingual service available

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24/7 Live Chat Services


  • 100% live chat, 24/7
  • Friendly, US-based specialists
  • Chats tailored to your practice
  • Answer customer questions
  • Gather lead contact info
  • Connect calls directly to your team
  • Receive notifications via text or email
  • 100% response rate to chats
  • 40% increase in online conversions

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Live Chat & Answering Service Brief

Win Business from the First “Hello!”

Capture more business with Ruby’s live online chat and virtual receptionist services. Discover why thousands of financial service providers choose Ruby’s team!

Read The Brief

What Happy Customers Are Saying

10,000+ small businesses choose Ruby to delight their customers

"My clients' needs are what matter most to me. Knowing that Ruby is always there, answering my calls and taking care of my clients in a professional and friendly manner, gives me peace of mind.”

Chun Lee

LPL Financial Advisors

"Ruby brings extraordinary value and efficiency to our practice. Ruby works 13 hours a day during the week, never gets sick, never takes a day off, and never complains, for a price you just have to see to believe."

Bob Pedrick

Chartered Advisory Group

"Ruby makes me look good and keep costs in check. You just can't replace the value of a live, professional person to answer your calls, especially if you're in a high-touch, service business."

Frank Molinar

Molinar and Co

"Ruby’s professional and friendly receptionists have done an amazing job of treating our clients just how we want! Better than anyone I could hire in house and our clients constantly rave about 'our' receptionist!“

Tim O'Brien

Urban Asset Advisors

"What I love most about Ruby is that they are so genuinely friendly and helpful—on all levels. I have special instructions for calls from my children or their school/doctors and I've never had a problem. They go out of their way to help me and my business."

V. Nishida, CPA

Nishida CPA, Inc.

"You can hear the Ruby smile through the phone. Knowing my callers experience this when they call my office is a competitive advantage."

Christopher Babler

Goldendale Capital

Manage Your Practice & Schedule with the Ruby App

Download Ruby’s free app for Android and iPhone to:

  • Turn Ruby on and off
  • Update your availability
  • Set call handling instructions
  • Check messages on-the-go
  • Return calls & texts with your business number
  • Sync your contacts and calendar

Ruby can host your business number or provide one for you!

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Give us a call!