Meet Upfirst
Financial answering service
Always have an available phone line for your clients. Answer every call with our financial answering service.
Introduction
What is a financial answering service?
First impressions matter. Whether you’re a bank, a credit union, a financial advisory firm, or an accounting practice, your clients want to feel cared for right from the very first “hello!” But being available to answer every phone call is a difficult thing to balance between client meetings, portfolio management, bookkeeping, or other administrative duties. Not only does a missed call mean an ignored customer, but it can potentially be a missed opportunity for a new lead.
That’s why businesses in the finance industry turn to answering services. More than a standard call center, our finance answering service always ensures that every call gets answered, clients receive instant customer service, every lead gets captured, and appointments get booked. It’s like having a dedicated virtual receptionist who never takes a minute off for you.
Features
Features you'll with our finance answering service
With Upfirst, you get access to features that not only answer every single call and provide customer service, but also helps run other important parts of your business such as scheduling or rescheduling appointments, which means you can spend more time on other core tasks that grow your business – all at an affordable rate.
quick, easy setup
How our finance and accounting answering service works
Start by creating an account with us. You can use your existing business phone number or choose a new one through our platform. Once you’re set up, the system is ready to start customizing your answering service.
Next, fine-tune your caller experience. Set up a personalized greeting—think of it as your brand’s “front door.” Introduce your company, highlight key services, and reassure callers that they’re in the right place. You’ll also get to choose the AI’s voice and tone, provide essential business details, and outline call protocols. We encourage you to run a few test calls to ensure the experience meets your standards.
Once you’re ready, just click “Activate.” Your finance answering service goes live immediately. From that moment on, every caller hears a professional greeting and receives the support they need, freeing your team to focus on more specialized tasks.
Benefits of finance answering service
Benefits you'll see with Upfirst's financial answering service
Every call is answered
Never miss another opportunity again. Whether it’s an existing client with a time-sensitive question about their investment portfolio or a potential customer looking for a financial advisor, you can trust that every call is answered. By being consistently available, you build trust, credibility, and a positive reputation.
Leads are captured
Answering every call means more opportunities for capturing leads. Tell us your protocols and guidelines for qualifying leads, and our receptionist will follow your exact directions. While you’re preparing for tax season or staying up-to-date on market trends, we’re helping to make sure your schedule stays busy and maintains a healthy flow of qualified prospects.
Prompt responses
Clients will greatly appreciate prompt responses, even if somebody calls in to simply ask, “I was just wondering, how do I even start planning for retirement?” Being able to answer their questions quickly builds trust and can turn them into a potential customer. With prompt service, you’ll keep satisfaction levels high and reduce the risk of a caller drifting to a competitor.
Overflow support
When your team is swamped, our answering service steps in. No more letting calls go to voicemail or juggling staff schedules to handle unexpected surges. Our platform can absorb the extra volume, making sure that no call goes unanswered. This flexibility allows your team to remain calm and productive—even in peak seasons like tax time or end-of-quarter reporting.
Great customer service
When it comes down to it, great client care makes all the difference. By using a specialized financial answering service, you’re giving callers a smooth, helpful experience every time. When customers feel supported, they stay longer, share positive reviews, and send more referrals your way. Put simply, a small investment in call management can pay off big in loyalty and reputation.
Affordability
Hiring and training in-house staff can increase costs dramatically, especially if you are looking to scale. With an outsourced answering service, you save time and money while maintaining an excellent customer support line that also keeps your schedule full. With extra cash flow in your back pocket, you can channel those funds into other activities, like marketing efforts that help grow your business.
Who our answering service is for
Finance industries that use our answering service
Real estate investors
Time is everything in real estate. Missing a call can mean missing a deal. Our financial answering service makes sure every incoming call is answered on the spot, so you’re always there when opportunity knocks.
Financial advisors and investment planners
Building trust is key, and it often starts with a single phone call. Our service ensures every prospect or client hears a friendly, helpful voice—no matter when they call.
Mortgage brokers
Quick, clear communication can make all the difference in guiding clients through complex mortgage steps. Our platform answers and routes calls instantly, turning first-time callers into engaged leads and reassuring returning clients.
Accountants
From busy seasons to urgent tax-time inquiries, accountants have a lot on their plates. Our answering service steps in to keep calls moving, filtering out routine questions and booking appointments so you can focus on the work that demands your expertise.
Insurance agencies
Insurance clients want quick, personalized support—and you want to give it to them. Our insurance answering service greets callers right away, routes them to the right person, and speeds up response times. By handling both new policy inquiries and claims follow-ups, we help you stand out in a crowded market.
Join the waitlist
Don't keep your clients waiting on the phone line. Our financial answering service answers every call, qualifies leads, and books appointments, so you can focus on what you do best.
FAQs about Upfirst's financial answering service
Don't see your question answered here. Our support team is here to help. Get in touch today.
What exactly is a financial answering service?
Think of it as your financial front desk, available around the clock. Our answering platform answers every call, directs inquiries, sets appointments, and handles basic FAQ questions – all without you having to pickup the phone. It’s like having a dedicated virtual receptionist.
Can I customize the greeting and script?
Absolutely. Every company has a unique voice and brand, and it’s important that our answering service matches your tone. From the initial hello to the questions asked during lead qualification, you’re in control. Adjust the script at any time to keep it sounding like you and ensure the information is always up-to-date.
Can the system handle bilingual calls?
Yes, we support bilingual and multilingual options. That means if you serve clients who speak different languages, your receptionist can help them schedule appointments and get basic info in their language. It’s a great way to make everyone feel welcomed.
What are the benefits of having a financial and accounting answering service?
Financial institutions, advisors, and accountants enjoy many benefits of having a financial answering service handle their customer service and appointment booking.
- 24/7 service: Be there for your customers around the clock. With a dedicated team handling calls at all hours, you’ll never miss an opportunity—even after you’ve clocked out.
- More opportunities: By answering every single call, you connect with more potential customers, provide support, and ultimately bring in more business.
- Scalability: As your company grows, our outsourced answering service grows with you. No need to hire or train new staff—just rely on experienced receptionists who are always ready to help.
- Affordability: Our financial answering service provides a budget-friendly way to handle incoming calls and routine questions. That means you’ll save money—freeing up funds to invest in what really drives your business forward.
- Boosted productivity: By taking those constant phone calls off your team’s plate, we let them focus on the work that matters most. In other words, everyone gets to do their best work without the interruptions.