Virtual Assistant for Financial Firms
Never risk missing business from missed calls in your financial firm
Delivering virtual assistant services for financial advisors in the UK
Using FFB not only saves me money, it makes me money by never missing a call from a potential new client.
Malcolm Latchman – The Brighton Mortgage Company
Featured case study
Malcolm first approached Face For Business as he wanted to ensure that every call into his business was answered, whether it was a new enquiry or an existing client wanting to speak with him. As a sole trader who operates from home, he needed to be able to go out and hold meetings with his clients and not be interrupted by phone calls.
Get a virtual assistant for your Financial firm?
Get in touch and let’s work together to find the right virtual receptionist service for your financial business
Designed for IFAs
As an independent financial advisor, you will know the value of all new enquiries into your business. You will also understand fully the importance of retaining your existing client base. You will often be communicating with clients at stressful and difficult times in their life so a friendly and professional response to every call is paramount to providing your clients with an exceptional service.
How it works
As an independent financial advisor, you’ll know the value of new enquiries to your business. You’ll also understand the importance of retaining your existing client base.
When you’re dealing with customers about complex, sensitive and personal financial matters, you need to reassure them they’re dealing with a person who understands their circumstances.
Tailored services for financial firms
If you work with us you can confidently get on with your day, meeting and speaking with clients and getting on with work that adds value to your business. And you can do it all knowing your calls will be answered by a professional and confident virtual assistant who understands the levels of service your customers expect.
Plus, because we record all calls and provide you with the full recording, you’ll know that your calls are being dealt with as you’d expect.