alldayPA have a variety of services suited to the financial services sector. Whether you’re a financial adviser who needs message taking while you are meeting clients, a small accountancy firm that wants a receptionist service to ensure all calls are answered or a large loan company following up on applications. We have a service for you.
Our PAs handle calls for private banks, loan companies, hedge funds, venture capital firms, accountants and financial advisers so we are well versed in the requirements of the sector.
All calls are answered professionally and discreetly, giving your clients the same care and treatment they would receive from you and your staff.
Some of the services your alldayPA team can provide:
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24 hour reception & switchboard services, expanding your existing team's capacity
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Message taking, allowing you to get on with your work without worrying who will answer the phones
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Lead qualification and verification to check and validate new enquiries from loan applicants
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Chasing and following up applicants to remind them about their applications and deadlines
We can ensure that your phones are always answered.
Your alldayPA representative will always be ready and available to assist with your client enquiries, whatever, whenever.
For every call answered a message is generated and emailed or texted directly to you so you have full sight of every interaction with your client.
We are able to tailor any call handling to your exact requirements so if you have any bespoke requirements we will be happy to help. Call our financial services team on 0845 0574 000 for more information.