Dedicated Egypt-based callers who answer client enquiries live, book qualified consultations into adviser diaries, chase applications and documents, and work your renewal book — on non-advice scripts your firm approves, with every call recorded. From $850–$2,000 per caller/month (£650–£1,550).
Financial services clients do not call because they are bored. They call because something important happened — a payment issue, a question about an application, a policy coming up for renewal, a consultation they need to book with an adviser. They expect accuracy, calm communication, and an answer that is right the first time; your compliance function expects documented processes and an audit trail behind every one of those conversations.
That combination is exactly why call handling in this vertical cannot be a generic script factory — and why it is expensive to staff in house. Speed Outsourcing runs dedicated calling teams for advisory firms, brokers, and lenders: trained callers who work your systems on scripts your firm approves, handle the structured conversations, and escalate everything else to your people. Your firm keeps policy authority; we keep the phones answered.
For advisers, brokers, and lenders, the core function is disciplined inbound customer service: answering in your firm's name, handling balance and status enquiries, complaint intake, and general client questions from approved workflows, and routing anything outside the script to the right person on your team. Every call is answered live, categorised, and logged — no more enquiries ringing out to voicemail while your fee earners are in meetings.
A dedicated appointment-setting desk turns enquiries and lead lists into qualified consultations in adviser diaries. Callers qualify against your criteria — need, timeline, and basic eligibility — book the consultation, and run confirmation and reminder touches so advisers spend their day advising rather than chasing no-shows. Recommendations stay with your advisers; the desk fills their calendar.
Applications stall on missing paperwork, not missing demand. Callers chase outstanding documents, ID and verification items, and unsigned forms, give clients clear status updates, and log every touch — so cases keep moving through your pipeline and your processors are not spending their afternoons on reminder calls.
Renewal dates and annual reviews are revenue already sitting in your book. A structured outreach desk calls clients ahead of renewal and review dates, books the review conversation with your adviser, and works the follow-up cadence until the appointment is set — steady, list-driven calling that in-house teams rarely have the capacity to run consistently.
We are direct about where the line sits. Callers work strictly from non-advice scripts your firm approves: they answer enquiries, book appointments, chase documents, and log outcomes. They never recommend products, discuss suitability, or quote terms. Anything a caller cannot answer from the approved script is escalated to your team, and anything regulated is scoped in writing with your risk team before launch.
Around that boundary sits the operational discipline regulated firms expect: calls are recorded, QA is scored against your approved wording and disclosure requirements rather than generic friendliness metrics, escalation rules are documented, and your compliance team can review recordings and QA records at any time. Data handling, access controls, and our security practices are detailed on the security page.
Your firm keeps policy authority. Outsourced callers handle the structured conversations inside the compliance framework you define — approved scripts, escalation matrices, disclosure wording. We do not provide financial advice and we are not a substitute for your compliance function; we are the operational capacity that works inside it.
(£650–£1,550) · Month to month · £0 setup · Teams from 2 seats · Live in about 7 days
Where you sit in the band depends on coverage hours, call complexity, and the QA and reporting depth your risk team requires. The rate is a flat monthly fee per dedicated caller — no per-call charges, no separate QA billing, no enterprise minimums or 50-seat commitments. Full breakdown on the pricing page; compare a loaded in-house support hire in London or New York at several times the cost, before recruitment time and management overhead.
Callers work directly inside your systems — your CRM, your case management platform, your telephony. Every disposition, note, booked appointment, and escalation is logged in your instance in real time, so your data stays yours and your team sees every call outcome as it happens.
Dedicated financial services callers cost $850–$2,000 per caller per month (£650–£1,550), billed month to month with £0 setup, starting from 2 seats, and typically live in about 7 days. Where you sit in the band depends on coverage hours, call complexity, and the QA and reporting depth your risk team requires — the flat monthly rate covers the caller, quality monitoring, and reporting, with no per-call fees.
Callers work strictly from non-advice scripts your firm approves: they answer enquiries, book appointments, chase documents, and log outcomes. They never recommend products, discuss suitability, or quote terms. Anything a caller cannot answer from the approved script is escalated to your team, and anything regulated is scoped in writing with your risk team before launch.
Yes. Calls are recorded, every disposition and note is logged in your CRM in real time, and QA reviews are documented against your approved scripts — so you keep a full audit trail of who said what, when, and what happened next. Recordings and QA records are available to your compliance team whenever they ask.
Yes. Teams are based in Egypt, which naturally covers UK business hours, overlaps the US East Coast working day, and can staff early shifts for Australian mornings. Coverage windows are agreed per seat, so a firm can run UK hours, US hours, or a blended rota across markets.
Most financial services teams are live in about 7 days. Scripts, escalation rules, and the non-advice boundary are agreed with your team during onboarding, callers are trained on your systems and approved wording, and calling starts once you sign off — with month-to-month terms and no long implementation cycle.
Browse every vertical on the industries hub, see published seat rates on the pricing page, or review how we handle data, access, and recordings on the security page.