Virtual receptionists for accountancy, insurance & financial services firms
Our outsourced call answering solutions have no lock-in contracts, offering complete flexibility to scale your business during your busiest times. When you crunch the numbers, it’s incredible value-for-money.
Quality-monitored phone answering by professional receptionists who convey confidence & trust
24/7 financial services call answering
After-hours, weekends and public holidays … we answer every call so you never miss a client opportunity.
New client intake assistance
We follow your scripts to qualify your leads and ensure you only spend time on relevant enquiries.
Appointment scheduling in your tools
We seamlessly schedule appointments into your existing calendar or input them into your CRM.
Flexible overflow & holiday cover
Already have an in-house receptionist? We can answer calls when they’re busy, at lunch, on holidays or off sick.
Manage tax time or other seasonal demand
Phones go crazy at tax time? With no lock-in contracts, you can use us for your periods of peak demand.
Optional toll-free
0800 number
Give your accounting or financial services business a national presence by registering a 0800 number.
How our virtual reception service works
Set up within minutes
Tell us about your business, your preferred greeting and how you’d like us to interact with your callers. Then simply confirm who should receive messages or, depending on your plan, call transfers when they’re available.
Customer calls you
By forwarding your business phone to the unique number we provide, we’ll know when an incoming call is for you. You’ll have flexibility to send all calls to us or only unanswered calls.
We answer for you
Our friendly and professional receptionists will answer your business calls with your preferred greeting, 24/7 if you wish. Depending on your plan, we can take messages, transfer selected calls, answer FAQs, submit leads into your CRM, take orders, process payments, schedule your appointments and more.
We deliver your messages
After each call you’ll immediately receive a message by email, SMS or both (as chosen by you) including details such as the caller’s name, phone number and, of course, the reason for their call.
Your tools are our tools
Our MyAssistant and MyDiary call answering services include seamless integration with the software you already use, including your preferred calendar, booking system or CRM for scheduling appointments or adding new clients.
24/7 call answering 365 days a year adds up to enormous client satisfaction
Whether you are a tax agent, accountant, bookkeeper, financial planner, capital management firm, insurance brokerage, mortgage broker, lender or any other financial services provider, your clients hate failing to reach you on the phone. Whatever time they call.
We ensure you never miss a call or opportunity, provide the best caller experience for your clients and implement strict data protection practices.
Complementary business solutions
Phone numbers
Set up virtual inbound numbers for different locations or, if you require a national presence, a toll-free 0800 number.
Automated messaging
Have voicemails instantly emailed to you both for convenience and to ensure no important communications are ever missed.
What our customers love
Trusted by more than 300 financial services businesses
FAQs
Find out more
Have questions? Please fill in your details and we’ll be in touch.
Want to try our call answering services for free?
Put New Zealand’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.
Want to try our call answering services for free?
Put New Zealand’s leading virtual receptionist solution to the test! We’re ready to answer your phone FREE for 7 days.
What does the free trial include?
Our free trial is based on our MyReceptionist service, with professional receptionists able to take messages and transfer calls based on your availability settings.