ANSWERING SERVICES FOR FINANCE PROFESSIONALS

Capture more leads and deliver the best customer service

We give you real people - dedicated Moneypenny Receptionists - to answer calls and live chat exactly as if based in your office.

Get your quote >
Trustpilot rating Clutch - Top answering services 2019 Clutch - Top virtual receptionist services 2019
Ceri, Moneypenny Receptionist

Call Answering & Live Chat provider to the finance industry

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    Work remotely

    Have calls & messages sent to you and your team

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    Capture all inquiries

    Never miss a new opportunity again

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    Save money

    Make significant savings vs. hiring a receptionist

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    Be available 24/7

    Improve service and gain a competitive edge

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    Work efficiently

    Free up time for you and your team

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    FREE trial

    Experience our service with no obligation to continue

Mel, Moneypenny Receptionist.

Call Answering

You will have a dedicated Moneypenny Receptionist and small supporting team to look after some or all of your calls, whenever you need. Fully briefed by you, we’ll answer calls in your company’s name and send detailed messages back to your remote working team.

tick 33% increase in calls over the last 5 years
tick 39% of calls are new sales inquiries
tick 65% of customers choose to call

Meet your Moneypenny Receptionist

We take the time to select the right receptionist for your brand. The Welcome Call is your opportunity to brief us on your business, and how you would like your calls to be answered.

Divert your calls

You control which calls we answer - choose to send only unanswered, engaged or all calls to us. You can change this at any time.

Impress your callers

Depending on who the call is for (you or a colleague) it is either transferred through or sent as a message immediately by text or email.


Keep in touch

Update your receptionist on the move with the Moneypenny app.

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Live Chat

Our acclaimed people & technology solution allows you to manage incoming chats remotely whenever you can (even prompt visitors to start a chat if appropriate). When you’re unavailable, chats overflow seamlessly for us to manage on your behalf.

tick 6x more engagement with website visitors
tick 53% of chats take place out of hours
tick 30% of chats generate a new inquiry

Tell us how you prefer to chat

Brief us on how you like to work during your Welcome Call so we’re ready to chat whenever you need us.

Add Live Chat to your website

Don’t worry, it’s a completely untechy job that you or your website host can do in minutes.

Be available to chat 24/7

Rely on us to represent you perfectly whenever you and your team are unavailable.

Get your quote

We’ll base your quote on the service you’re looking for and the times you need support. We don’t do long-term contracts or per minute billing; simply provide us with a few contact details and we’ll call you back right away.

Get in touch now for your free quote.

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Make your clients smile today - call us on 866.202.0005 to discover how we will help your business.

What our clients say

Linda, our Moneypenny Receptionist, works closely with us on a daily basis. Our clientele are particular and like things done a certain way; Linda has impressed them since day one. With our calls taken care of, we can ensure we’re always capturing new business, even when we’re out of the office visiting clients – it’s so convenient for us. We couldn’t be without Moneypenny – if you have a business, you have to give them a try.

Phil Babbitt, Owner, PMB Insurance

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Insurance Answering Service

From agencies to claims adjusters, we provide answering services to a range of insurance companies; helping them to deliver the best customer experience and ensure they never miss out on new clients. Whenever you need, your own Moneypenny Receptionist will be on hand to offer immediate call and live chat support.

Accountants Answering Service

We partner with accounting firms looking to provide the very best service to their clients. Fully briefed by you on your firm, your Moneypenny Receptionist works exactly as if based in your office, answering calls and chats in a prompt and professional manner. With their support, your clients have peace of mind that their inquiry is in safe hands.

Financial Advisors Answering Service

We understand just how important first impressions are for financial advisors, both over the phone and online. That’s why, with our answering services, we give you a dedicated receptionist – real people who get to know you and your business, answering calls and live chat as though they are part of your team.

FAQs

  • How does Moneypenny know who the call is for?

    You are given a forwarding number that is unique to you. Any calls received on that line will make your screen pop up here at Moneypenny and the call will be answered in your company name.

  • Are all my calls answered by Moneypenny?

    This is up to you – you control the forwarding facility on your telephone line via your phone’s keypad. You can choose to send all calls to us, or just the ones when your line is busy or unanswered.

  • Are there any long-term contracts?

    No – after the one week trial, all of our smaller answering service schemes are a three month minimum contract. Thereafter, we require only one month’s notice to close your account from the date of your next invoice.

  • Does Moneypenny keep a log of my past messages?

    Your Moneypenny Receptionist has a log immediately to hand. You also have, via your online portal and app, access to a real-time updated log of all calls and messages from the past three months.

  • What happens if my Moneypenny Receptionist is on the phone when one of my calls come in?

    Your call is passed to one of their three teammates. Each one has all your information in front of them prior to answering the call. All Moneypenny Receptionists work in small groups of four to ensure continuity of service.

  • Can I meet my Moneypenny Receptionist?

    Yes, we encourage this as much as possible. Please feel free to drop into our Charleston office whenever suits you. We make great coffee! Moneypenny, 4055 Faber Place Drive, Suite 301, Charleston, SC, 29405.

  • How can my Moneypenny Receptionist be dedicated?

    We’ve a solution for the breaks, lunches and vacations. Your Moneypenny Receptionist works in a small team of 4 - if they’re not around, their colleagues will answer calls instead. Their team also know you and your business so you’re in safe hands.

  • What happens out of hours?

    From 6.00pm until 08.30am the next morning, your calls will forward to our voicemail system, where your Moneypenny Receptionist will have recorded a personalized greeting message for you. For support outside of these hours, talk to us about our evening, weekend and 24/7 call answering.

  • Will I be charged for automated sales calls?

    No - these are nuisance calls, so we don’t bill you for automated sales diallers.

  • Why do you bill per call and not per minute?

    Nasty call duration surprises are no fun for anyone. Moneypenny price plans are built to reflect our commitment to delivering the very best service for you and your callers, meaning you never have to worry about racking up unnecessary minutes.

Moneypenny is fully operational and ready to support you

Most people have spoken to Moneypenny. Few realize it. Established in 2000, we're not simply the market leader. We are the biggest and fastest growing company of our type, handling 15m calls and chats annually on behalf of 13,000 businesses who rely on our people and technology-based solutions to manage their customer interactions. We are their trusted partner, on hand and ready to support them in times of crisis.

BBB BBB Trustpilot rating

Cloud
technology

Is allowing our entire team to look after your customer interactions remotely - and remain in contact with anyone in your team who may be working remotely as well.

We're open for business

Our team has now transitioned to 100% homeworking in order to deliver continuous support for your calls and live chat.

Secure & encrypted network

We have all the necessary technical capabilities in place to ensure your data remains safe while our team look after calls & chats off-site.

Secure peace of mind today

Discuss your needs with our business continuity experts. Provide a few details below and we'll be in touch right away to talk through the options.

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  • Solutions for small & large businesses

  • 24/7 provision available

  • Tech-enabled for remote working

  • Comprehensive escalation procedures

  • 20 years' experience

Rated Excellent