Investment Management

When managing money requires multiple phone and web channels to effectively interact with customers, a broad range of firms employ our professional voice services, including:

  • Private equity firms
  • High net worth advisory services
  • Security exchanges
  • Brokerage services

Projecting a strong and stable brand is critical in helping our investment management customers to generate confidence and trust in their clients. The choice in voice should appeal to an upscale clientele, and in some cases, there is a need to replicate a specific voice characteristics across a large number of global languages. For investment management firms of all sizes, cross-selling clients an ever increasing number of investment management products is an imperative that can be effectively supported by voice-enabled video and onhold messaging.

Examples of Supported Applications

  • Brokerage account management
  • Settlement and clearance
  • Change of address and mail management
  • Dividend payments
  • Multi-location/Multi-language Auto Attendant
  • Web videos for trade instructions and processes

Sample Recordings & Scripts

PromptsPLUS for Auto Attendant, ACD, and IVR applications


Sample MOH Scripts

Please contact us if you’d like prompt and/or MOH sample scripts for investment management sent to you.

Narration for Multi-Media Presentations

Employing customer visually-oriented multi-media vehicles is fast becoming the norm for investment management firms. We make your messaging more impactful and memorable by adding professional voice narration:

  • Web Videos: New investment product introductions, corporate and services overview
  • E-Learning: Corporate policies and processes, trade execution and settlement procedures

Free AA Prompt Examples

We have generic and financial services-specific examples in our Resource Center