Financial Services

Get a Toll Free Number for Your Small Business

The Virtual PBX System for Financial Services

  1. Call forwarding ensures no one misses an important call when out of the office.
  2. Away greetings allow your business to project a professional image even after hours.
  3. A toll free 800 number gives your small business a large feel and sound.
  4. Online account management allows you to track calls and minutes online.
  5. More info...

Features Your Financial Business Needs

  1. 800 Number 800 numbers are a great way to give your small business a professional image and your customers an easy way to reach you. Find vanity numbers, true 800 numbers and 888, 877 and 866 numbers.
  2. Call Forwarding Call forwarding an integral part of any virtual phone system. Forward calls to any number on any phone. Perfect for when you or your employees are located in different areas or work from home.
  3. Voicemail Grasshopper voicemail is not only customized to your business but also includes features like voicemail to email delivery, read your voicemail and play it on mobile ensuring you never miss an important voicemail, despite what you are doing at the time of the call.
  4. Away Greetings Create custom greetings for the times you can't be in the office. Specify office hours, holidays or vacations. Grasshopper lets you sound professional to your clients and customers even when you aren't there.
  1. Professional Voice Studio Not everyone feels comfortable being the voice of the company. Which is why we offer professional voice talents with the Grasshopper virtual phone system. Having a professional create your company's main greeting is simple. You write they script and they record it.
  2. Custom Main Greeting As a small business , it is important to sound professional to your customers in order to establish trust. A professional greeting and introduction to your company can go a long way toward establishing a larger appearance and is easy to set up with the Grasshopper virtual phone system.
  3. On Hold Music With on hold music, you can upload music, commercials or any sound effect you want. Give your customers something to listen to while on hold.
  4. Online Account Management Track calls, minutes and voicemails in the online account management system. You can even save contacts, tag messages and see where your calls are coming from.

Using Grasshopper for Your Financial Business

BTS Financial consists of three busy CPAs who are rarely in the office. With the Call Forwarding feature from Grasshopper, they are accessible to callers on virtually any phone, anywhere. When trying to reach one of the consultants, a caller is placed on hold, with music, while they are reached at that person's home, office or cell phone. If they are unavailable at the time, the caller is sent to their personal voicemail on their extensions.

Grasshopper even allows you to specify the days of the week and times of day that callers can reach you. Call Forwarding and Custom Greetings allow busy consultants who work from home, in an office, or on the road to maintain a professional image - keeping potential clients at ease, and giving them the confidence that they'll always be accessible.

Listen to a Live Financial Demo!

Dial: (866) 535-8717

  1. Press 1: Personal
  2. Press 2: Business
  3. Read the Demo
Preview Main Greeting
 
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Financial Services

BTS Financial consists of three busy CPAs who are rarely in the office. With the Call Forwarding feature from Grasshopper, they are accessible to callers on virtually any phone, anywhere. When trying to reach one of the consultants, a caller is placed on hold, with music, while they are transferred to that person’s home, office or cell phone. If they are unavailable at the time, the caller is sent to their personal voicemail.

What caller hears: "Thank you for calling BTS Financial. If you know your party’s extension, please enter it now. For personal finance, press 1. For business financials, press 2. For all other calls, dial 0, or hold to speak to a customer representative."

Caller dials 1: "For tax preparation, press 1. For all other inquiries, press 2. Press 9 to return to the previous menu."

From Main Greeting:
Caller dials 2: "For auditing information, press 1. For all other inquiries, press 2. Press 9 to return to the previous menu."

From Main Greeting:
Caller dials 0 or holds: "When the caller dials 0 or holds, they will now be forwarded to speak to a customer representative. While the caller is on hold, with music, Grasshopper can dial up to 15 numbers to make sure a caller can always connect with a representative. To return to the previous menu, please press 9."

 

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