The telephone service for financial advisors
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Always focus on the essentials with our telephone service specifically for financial professionals
Investors expect their financial advisor's full attention. In order to optimally advise your customers on important financial decisions, you need not only good preparation but also your concentration above all. This often forces self-employed Financial advisors into a split: On the one hand, they want to advise customers without interruption, but on the other hand, they want to remain available for important calls.
Imagine a new client is looking for a consultation and only reaches your mailbox. 63% of callers do not leave a message. How many of them will simply call the next financial advisor from their search results list instead of trying again with you at a later time?
Never miss opportunities again
The secretarial service from Office24 is the solution:
Focus completely on your work. Our secretaries are available for your customers 24/7 on request, provide information and arrange appointments according to your availability. With the VIP list, you determine which callers your Office24 secretary or your Office24 assistant should put through to you directly. This way, you are reliably available for your most important customers at all times. You won't miss a call, inquiry, or order anymore.
Practical examples
Identify successful customers, systematically capture data and much more. The Office24 telephone lead qualification puts an end to scatter loss on the phone.
With our innovative solutions, we have continually developed the classic telephone secretary in the area of telephone service. Find out here how our customers use the Office24 telephone service to ensure 24/7 access to their buildings, premises, or sites.
Both in real and perceived emergencies, customers desire immediate response. Find out how the Office24 telephone service supports companies and businesses as an external 24/7 hotline and assists customers in emergencies.
Recurring telephone inquiries about unavailable capacities, contract changes, or price changes no longer have to disrupt daily business operations. Learn how the Office24 telephone service can handle the provision of standard information for you.
The most popular features for financial advisors
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Appointment Scheduling
We organise your calendar
We ensure that your calendar is filled with truly valuable appointments. Just give us free time slots and we'll take care of the rest!
Find out more -
VIP List
Which callers have top priority?
Are there certain callers that we should always treat with the highest priority and for example should always forward to you? No problem, just share your VIP list with us!
Find out more -
Individual Call Answering
Call handling precisely according to your instructions
You decide how we should handle callers, depending on the caller, the reason for the call, or appointments in your calendar - we work exactly according to your specifications.
Find out more -
Calendar Synchronisation
We keep track
Synchronise your calendars with your Office24 secretary so that neither you nor us miss any appointments and we stay up to date in your hectic everyday life.
Find out more -
Contact Synchronisation
So that we can greet your callers by name
Synchronize your address book with your telephone secretary, so we can be quicker at noting names and callback numbers and recognizing your callers. This not only provides a great service experience but also efficient processes in your secretary.
Find out more -
Call Filtering
Separate the wheat from the chaff
We are happy to pre-qualify calls according to your criteria, put VIPs through directly, arrange immediate binding appointments with potential new customers, and refer representatives to written communication.
Find out more -
24h Service
Around the clock, 365 days a year
Even calls that come in during the weekend or later in the day, when you and your team may already be off work, can potentially mean new business or distinguish good customer service from a very good one - that's why we answer your calls 24 hours a day, 365 days a year if you wish.
Find out more -
Switchboard
Quickly find the right contact person
Let us transfer the calls to the right places. With our employee secretaries, your colleagues have their own phone numbers and can make their own instructions and settings without losing sight of the connections within your company.
Find out more -
Multilingual Secretaries
We speak many languages
Do you operate internationally and receive calls in English, French, Italian, Spanish, Catalan, Swiss German, or even Japanese? No problem, with our foreign language secretaries, the concerns of these callers are handled by native speakers in your company name.
Find out more
We organise your calendar
We ensure that your calendar is filled with truly valuable appointments. Just give us free time slots and we'll take care of the rest!
Find out more
Which callers have top priority?
Are there certain callers that we should always treat with the highest priority and for example should always forward to you? No problem, just share your VIP list with us!
Find out more
Call handling precisely according to your instructions
You decide how we should handle callers, depending on the caller, the reason for the call, or appointments in your calendar - we work exactly according to your specifications.
Find out more
We keep track
Synchronise your calendars with your Office24 secretary so that neither you nor us miss any appointments and we stay up to date in your hectic everyday life.
Find out more
So that we can greet your callers by name
Synchronize your address book with your telephone secretary, so we can be quicker at noting names and callback numbers and recognizing your callers. This not only provides a great service experience but also efficient processes in your secretary.
Find out more
Separate the wheat from the chaff
We are happy to pre-qualify calls according to your criteria, put VIPs through directly, arrange immediate binding appointments with potential new customers, and refer representatives to written communication.
Find out more
Around the clock, 365 days a year
Even calls that come in during the weekend or later in the day, when you and your team may already be off work, can potentially mean new business or distinguish good customer service from a very good one - that's why we answer your calls 24 hours a day, 365 days a year if you wish.
Find out more
Quickly find the right contact person
Let us transfer the calls to the right places. With our employee secretaries, your colleagues have their own phone numbers and can make their own instructions and settings without losing sight of the connections within your company.
Find out more
We speak many languages
Do you operate internationally and receive calls in English, French, Italian, Spanish, Catalan, Swiss German, or even Japanese? No problem, with our foreign language secretaries, the concerns of these callers are handled by native speakers in your company name.
Find out moreOur flexible tariff model
Just see for yourself!
- Free 14 day trial
- Immediately ready for use
- No automatic contract renewal
- Cancelable on a daily basis during the test period
- Free consultation
- Free Android & iOS App
The ideal tariff for small companies and everyone who only occasionally needs the telephone service. The Beginner tariff ensures minimal fixed costs and full flexibility.
The tariff for self-employed individuals and small businesses who wish to use the telephone service regularly. Lower service fees are tailored to the increased call volume.
The tariff for everyone who wants to rely on Office24 around the clock. Including 5 employee secretaries and 24h service. Ideal for hotlines and larger companies.
Sophie Allen
Customer Service
Just try it out – in the first month without a basic fee
What our customers say
This service is a great help when my secretary is on holiday or when the firm's solicitors are in court or in a meeting. We are always given immediate notification of our customers' needs, even when we are out of the office or cannot take calls.
It’s been two years now that we have worked with Office24. We have quite specific demands in regards to our customer service, and at first we doubted we could find an external partner that would manage our incoming phone calls to our expectations. But Office24 is high quality, personalised, friendly and flexible. We finally found what we were looking for!
Working with Office24 allows us to use the human resources of our company more effectively, our customers can now reach us 24/7 and in different languages! It has definitely given us an advantage over our competitors.