Group 69

Virtual Receptionists for Financial Professionals


Live US-based virtual receptionists answering your client calls 24/7.


Missed calls are costing you clients. Ruby's friendly virtual receptionists answer your incoming phone calls, just as if they were in your office.


Find out how Ruby can engage with your clients and grow your practice.

Putting the care into taking care of business.

award@2x
We'll make you sound great.

Our answering service is 100% staffed by US-based virtual receptionists who specialize in making the most out of every conversation with your callers.

Group 37
Catch every call.

When clients call, it's important, urgent, or both. Ruby has you covered with live, highly-trained professionals—24 hours a day, 365 days a year.

Path 47
Gain a new team member.

Ruby's just like an in-office receptionist. We can direct calls to you or your staff, take messages, perform intake, schedule appointments, and more!

13,000+ businesses trust Ruby
to delight their callers.

Jim Robeson

Robeson and Associates, Inc.

"I couldn’t have increased my business almost 40% in 2020 if Ruby hadn’t been on my team."

"As a small firm, it is great to have competent, well-trained backup receptionists. The background information that you collected about each of our staff members allows your receptionists to talk more meaningfully with callers."

Claude Schwesig

Herrick GLobal

Lynda Varada

Regent Wealth Management

"I have only great things to say about Ruby. They are bandwidth on a budget. I've had excellent results with customizing our reception and anytime there is a change, they step right up."