financial-answering-services

Time is money

Your next incoming call could result in the biggest deal of your career. Or itcould take you away from the biggest deal of your career.

Incoming financial services phone calls are the lifeblood of your office. And having dependable, live customer service 24 hours a day is the key to making a surviving business a thriving one.

Trusting your incoming calls to a Financial Call Answering Service may be one the most important business decisions you’ll ever make—and one of the most useful sales tools you’ll ever use.

The most important sales tool

How can we make a claim like that? Financial planners and financial advisors have unique needs. We don’t have to tell you how valuable your time is. Answering the phone takes you away from adding new lines of business or insurance, closing sales, and other important roles that require your full attention—and a substantial amount of client hand-holding. Less rigorous tasks, such as appointment scheduling and prequalifying clients needs may be directed by you but assigned to your office support staff. That gives you more time to do what you do best: servicing clients and building your small business.

Call it a financial telephone answering service or virtual receptionists. But make no mistake; there’s nothing virtual about the benefits your finance and insurance business will realize form CCS Financial Answering Service.

When one of our specially trained agents answers the phone, we can be that sympathetic voice on the other end of the line. The voice of a trained professional agent who knows your business and how to turn questions into answers; and customer distress into business success.

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YOUR BRAND

At its heart the financial consulting business is a service industry. And your brand reputation is your most valuable asset, so it’s essential that financial services industry clients have a positive experience when they contact your business, starting with answering their incoming. calls promptly and professionally 24 hours a day. Never miss another opportunity to add a new client or keep the ones you’ve got.

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YOUR FOCUS

No more hiring headaches or scheduling nightmares. You can focus on doing what you do best…growing your financial services company.

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YOUR SECURITY

Your ability to thrive as a financial services company depends on maintaining the highest standards from a regulatory and a data security oversight perspective. Data integrity, security and confidentiality are at the forefront of how we, at CCS, manage our business.

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OUR EXPERTISE

For almost 50 years our experienced agents have set the standard for professionalism, friendliness and knowledge.

Bank on it

We understand what is needed to protect consumer information. With robust experience safeguarding consumer data in the financial sector, CCS is positioned to meet your PCI requirements. What makes us unique from other outsource providers, is that we own and operate a dedicated IT Managed Services division. With this infrastructure in place, you can be confident we are a fully secure organization. We pride ourselves on staying current in everything from systems performance and cybersecurity to full network redundancy.

The total package

No matter how many incoming calls you service, or whether you need full 24-hour answering after hours services, we can design a plan for you. Your clients call a toll free phone number that you use in all of your advertising, online and on stationery.

We provide live answering, call handling and other high-quality services that Our state-of-the-art technology and highly trained, North American English- & Spanish-speaking agents will be in place to answer calls with very little lead time. There is no additional investment required from you. You’ll only pay for the time your clients spend with one of our agents so it’s affordable for any size businesss. And you can access the progress anytime in real-time.

Financial and Banking Services

CCS provides an array of support functions for the Financial and Banking Services industries including:

• Mortgage application processing
• Credit card processing
• Loan applications
• Financial product upselling
• General FAQ support
• Payment services

Make the right call

to find out how our custom call solutions can help your business grow.