Benefits for Financial Professionals
First impressions that win business
By answering 100% of business hour calls live, Ruby ensures that all your English and Spanish-speaking callers reach a live, friendly receptionist excited to deliver an exceptional experience that helps attract clients and grow your business.
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 business
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 business 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 business 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.
Ruby Customers Share Their Stories
“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
“Ruby receptionists are remarkably friendly and courteous. With an office that receives hundreds of incoming calls daily, very unpredictably, Ruby steps up to help us manage the call volume. They help us maintain a personal touch to every call while being extremely cost effective.”
—Paul Banister, Allstate
“We so appreciate our partnership with Ruby because you guys just ‘make it happen.’ I can’t think of the last time I actually had to call you for assistance. Thanks for that. We have been delighted with your services.”
—Emily Adams, Fresh Revenues
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!
Deliver great impressions that delight callers and grow your financial business with Ruby!
Sign up below or give us a call at 866-611-7829