Benefits for Financial Professionals
First impressions that win business
By answering 100% of business hour calls live, Ruby’s award-winning remote receptionist service ensures that all your callers reach a live receptionist, excited to deliver an exceptional experience that helps attract clients and grow your practice.
Ruby follows you anywhere
With real-time notifications, you have the freedom to define your ideal work environment. All your messages and voicemails are available to you through the Ruby mobile app as well as through email or text—perfect for financial professionals on the go.
Save money and grow your practice
Ruby equips you with a team of customer experience professionals at a fraction of the cost of a single in-house receptionist. Plus, we’re never late, sick, or out of town when you need us, and we never tire of impressing callers.
Provide your clients with VIP treatment
Import your phone’s address book into your Ruby Contacts, ensuring our receptionists always have the most accurate caller data, like spelling or preferred pronouns. Our proprietary technology empowers our virtual receptionists to make a great impression on existing clients and new callers alike!
Call handling tailored to your needs
Our services are customized to fit your needs. You can select when we answer, what calls you’d like to connect, who from your practice receives what calls, and more. Need to step out for a client meeting? Simply change your status on the Ruby App and we have your phones covered!
Capture the information you need to win clients
Our friendly receptionists will answer basic FAQs and collect the information you need to make informed follow-up calls, all while respecting caller privacy and your call handling instructions. All you need to manage client communications for your small or mid-sized financial business is Ruby and a cell phone.
1000s of financial services professionals trust Ruby. Hear why.
“Retaining Ruby’s services certainly allows us to project depth of team and stability, yet it’s so much more than answering the phone. It’s the little things—like not asking how to spell a client’s name helps our clients feel like they spoke to someone who knows them. That’s incredible!”
—Nancy Malone, Wheelhouse Advisors
“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 us both peace of mind.”
—Chun Lee, Financial Advisor
“I love Ruby! They make me look good, keep costs in check, and always respond promptly. You just cannot replace the value of a live, professional person to answer your calls, especially if you’re in a high-touch service business, and with Ruby, you don’t have to.”
—Frank Molinar, Molinar and Co Financial Advocates
All Plans Include
- 16 hours daily receptionist coverage (5am-9pm PT/8am-12am ET)
- Access to Ruby’s exclusive mobile app for iPhone and Android
- Spanish bilingual service
- Optional outbound calling — use plan minutes for follow-up calls and appointment reminders
- Unlimited talk time — talk as long as you like after a call is transferred
Ruby is an all in one service, so you can move freely between our pricing plans as your needs change. We are so confident you’ll love our service, we’ll give you a 21-day money-back guarantee!
ImpressPerfect for the small business with a handful of employees looking to provide a professional customer experience$269/ Month100Receptionist MinutesUp to10 Users
EngageSuited for the growing small business with a handful of employees looking to capture more opportunities$509/ Month200Receptionist MinutesUp to20 Users
CaptivateIdeal for the small business experiencing rapid growth and higher call volumes or an increased number of employees$1069/ Month500Receptionist MinutesUnlimited Users
Deliver great impressions that delight callers and grow your financial practice with Ruby!
Give your clients the legendary service they deserve: Choose our friendly, professional virtual receptionists and reap the rewards of delighted customers. We are so confident you’ll love our service, we’ll give you a 21-day money-back guarantee!