Live Virtual Receptionist and Financial Answering Services

Posh was designed with finance businesses like yours in mind. It’s the truth – we created Posh to be the ideal receptionist service for financial advisors who want to focus on their work AND make sure every phone call is answered.

 

You’re in control with the powerful Posh app. Plus, our team of professional receptionists is available 24/7, so you never miss an opportunity to earn a new client.

answering service for financial advisors

Stuck in a client meeting? Busy crafting a new financial strategy? Knee deep in an audit? Let Posh answer. Focus on the most important task at hand while we turn phone calls into opportunities and represent your business just the way you like.

We’ll give callers a pristine first impression of your company and deliver the best customer experience for your existing clients. We can even help qualify potential new clients by asking the right questions and gathering important details. Your virtual receptionist can schedule appointments for qualified prospects or transfer them directly if you are available. Posh is ready to help you serve your clients and grow your business!

Posh app to schedule calls with Law Firms

Features

Posh Virtual Receptionist services help financial businesses like yours thrive by enhancing client retention, capitalizing on new opportunities, and improving your productivity with all-inclusive features like these:

24/7 Live Call Answering

Customized Call Script

Appointment Scheduling

Call Screening & Transferring

Prompt Message Delivery

Business Voicemail

Posh virtual receptionist app for call handling

Call the shots with the Posh App

What if your whole front desk was in the palm of your hand? That is simply the beginning of what the Posh app can do for your finance business.

  • Tap a button to update your availability to take phone calls.
  • Receive message notifications, create contacts, and review call details.
  • Secure calling and texting allows you to keep your personal number private.
  • Request an assist from a Posh receptionist and we will follow up as needed.
Learn more about the posh app

Integrations

Posh Virtual Receptionist service seamlessly integrates with the tools your firm is already using.

See all integration capabilities

Reviews of Posh Answering Services for Financial Professionals

That 5-star feeling never gets old. Our whole team is elated when we receive reviews of our financial receptionist service like these:

“Posh is a must have for any small business. They give your company a big office feel with a small office service. I’ve gotten compliments on their service from day 1. This company is a must try! Thank you Posh for treating my company like it’s your own.”

Adriene Olson

MBTT Capital

“Excellent pricing for all packages to fit your type of business. In addition, the app is great to store all your calls , missed calls and logs. A+”

David Bargil

Tax Lien Solutions

“We have been using POSH services since early 2021 and we have been pleased with their systems and staffing. Implementation was quick and seamless, and their team is communicative and responsive. We are very happy with the service.”

Lyndsi Weichert

Albrecht Insurance Services

“Posh does a great job for our small business. Fast answer, immediate notifications with well communicated messages. Friendly receptionists. A great price. Highly recommended!”

Jason Koch

J. Koch Insurance Agency

“Posh has been a lifesaver to take my call overload. Professional and courteous. They are on top of their game.”

Christopher Pierce

Unlimited Mortgage Lending LLC

“My firm engaged the Posh services earlier in 2021 and we have been pleased with their systems and staffing. Our clients have indicated that incoming callers are treated respectfully and professionally. Highly recommend.”

JD Walker

VATAmerica

FAQs

Here are some of the most common questions financial professionals ask about our answering service.

What types of financial businesses do you serve?

Our client base has grown to span a range of different businesses in the financial sector. Many of the finance professionals we serve identify with one of these specialties: Accounting, Tax Preparation, Financial Advising/Planning, Investment Management, Private Lending, Mortgage Brokerage, Real Estate Investing, Insurance

When is Posh available to answer phone calls?

Missed calls are missed opportunities, so we are at the ready to quickly answer the phone whenever you want. Receptionists are available on a 24/7 basis.

How will I receive my messages?

The Posh app will notify you whenever you have a new message. All message details are available in the app. If you prefer, we can also deliver your messages via text or email.

How much does this service cost?

We charge by the minute. You can review our virtual receptionist pricing here.

Read More FAQS

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receptionist service for financial professionals.
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