The Best Solution To Engage Leads & Clients In The Finance Industry

GetCallers outbound solution is tailor-made to assist banking and financial service businesses in streamlining their firm and increasing revenue streams. Our callers always deliver satisfying results, and there are more benefits of hiring a virtual assistant than you realize. When you are too busy focusing on growing your business, you always need the helping hand of an online Virtual Agent.

Trusted by more than 800+ Satisfied Companies, including:

Why Choose GetCallers For Financial Services?

At GetCallers, we understand the field of financial and banking services. The variety of products and services you offer means you need a flexible agency to deliver competent service to your potential clients. We have years of experience in working with financial institutions and banks. Let us take care of training and continued service accountability while you sit back and monitor the leads coming in.

  1. Your Virtual agent will integrate all your financial data into single reports, which will help you cover all your company’s latest developments without disturbing your busy schedule.
  2. Preparing tax reports is something that you cannot go without, and GetCallers help you maintain them following the norms of tax authorities. The agent assigned also enables you to figure out the amount that needs to be kept aside for tax payments.
  3. You may easily outsource your most basic financial and accounting services, such as approving financial reports or handling different invoices. It will keep you away from the boredom of performing repetitive tasks.
  4. Get a financial expert who is well equipped with the tax laws of the US so that you do not pay any penalties.
Asset 2

We Provide Unique Features For Finance Businesses

  1. FULLY INTEGRATED – We integrate with your existing tools, including any lead source or CRM using Zapier.
  2. QUALITY IS KEY – We have built our internal QA system to monitor every call and deliver satisfying results.
  3. QUALIFIED AGENTS – We only work with the best and most qualified call agents.
  4. REPORTING – Follow your campaign in real-time, including detailed reporting and call recording.

GetCallers Covers All Of Your Financial Services Needs

We work with hundreds of finance firms, including credit card, loan application processing, mortgage processing, financial product sales, to deliver amazing results for their custom call campaigns.


  1. You are assigned handpicked dedicated virtual agents when you subscribe to our services. These agents are industry-specific and are well-trained, efficient in the skills your company needs. You may also select your Virtual Agent and train them according to your business requirements.
  2. One of our Account Specialists will be assigned to manage your sales campaign in less than three days. Get Virtual Assistants to help you optimize your business. You can work directly with them to coordinate everything from agent incentives, training, scripting, and any other details you wish to discuss.
  3. The dedicated Account Managers with expert Virtual agents help you achieve success, and you are offered tailor-made scripts for your industry. Let us engage your leads within minutes to ensure you have all the results you need for success.
  4. At GetCallers, it is effortless to connect, sync, and export the data you need with stress-free integration. GetCallers works with your favorite apps, CRM, and API for a seamless transition so you can trigger event-based calls based on data fields in your system.
  5. Automatically organize and filter your leads based on criteria such as lead types and lead sources. You may target leads with the right message and get as specific as you need! Customize your call script and data fields to personalize each contact. Personalized conversations mean better conversion rates.
  6. Syncing the results is super easy. With a veritable goldmine of data, you can share insights with your team and reference anything with the click of a button.
  7. When your business wants results, nothing works better than outbound telemarketing. Uncover everything from open-ended responses to specific data points. Find exactly what you’re looking for by working with our team of experts.
    • Forward your online leads to GetCallers.
    • We engage leads at the right time with proven scripts.
    • Get the results and the insights you need to close more deals.

Why GetCallers is the Best in the Market

Be it a Big or a Small Business; we have solutions designed for all.

  • Professionally designed scripts 
  • TCPA Compliant
  • Real-time call recording
  • Real-time Data Analytics
  • Assured Data Privacy & Quality Control
  • Seamless Appointment Scheduling to your calendar

Let our Agents do the Cold Calling that Keeps your Leads Warm.

Fully Integrated

We integrate with your existing tools, including any lead source or CRM using Zapier.

Quality is Key

We have built our internal QA system to monitor every call and guarantee results.

Qualified Agents

We only work with the best and most qualified call agents.


Follow your campaign in real-time, including detailed reporting and call recording.

Real People... Real Results!

Based on 86 reviews
powered by Google
Jonathan Smith
Jonathan Smith
16:45 17 Jun 21
I have had a wonderful time working with GetCallers. Karina who I work with has also been a great benefit to our business. She helps us in so many ways concerning our marketing, customer service, and so much more. Thank you so much for all your more
Tyreese wells
Tyreese wells
15:57 19 May 21
Great communication only been two weeks and I received 2 appointments for real estate. Great service
Tyler Hoffman
Tyler Hoffman
00:36 14 Apr 21
my caller was was not comfortable making calls, had no confidence, sounded offshore and didn’t even show up on day two. That’s what $5 buys.The onboarding was professional, super organized, and the data received at the end of the day was great, BUT you need callers who can get the job done. I cancelled more
Nathan F.
Nathan F.
09:44 02 Apr 21
Kyla became good on her 3rd day of calling, and is doing well so far. First 2 days she needed to understand the pitch and our product… 1 day of training wasn’t enough for her but at that rate, 2 days was good and she is doing fine so far…. All I care about is her setting up my zooms with new more
Rebecca W
Rebecca W
05:31 06 Mar 21
I was referred to you guys by my Real Estate coach and glad he did. We had an old list of leads and data that we accumulated over the years that we had no time to call them. My agent with GetCallers got me 12 appointments for the week. I am grateful. Thank more
Steve Mehtan
Steve Mehtan
08:31 12 Feb 21
Was skeptical at first due to the fact that I don’t have enough time in the day to train people, but I am glad I did the training with my agent. I showed them how to use my CRM, gave them logins, and got him to study my whole process. This is week 2 and so far not too bad, I expected a small % conversion on my dead leads, and so far she converted 2% from my old data. I will be adding fresh and let her get better and better with time. Definitely worth it for me and my company. $35 bonus has been authorized for the CA client, thanks!read more
Charles G
Charles G
06:03 29 Jan 21
Our virtual assistant is great at scheduling appointments for our clinic. My medical biller uses your 2 virtual assistants to help with medical billing. If you can also offer a Virtual doctor, I would take 2 but I guess for the time being it’ll have to be me. Thanks for simplifying my practice.!!read more
Vincent Lafriko
Vincent Lafriko
12:01 20 Jan 21
Two of my agents are doing great with the inbound and live chat for my e-commerce site. Thanks guys. As I grow, I will add more agents but for now I am good with two. Thanks!!!!read more
Next Reviews

Use Cases

GetCallers Covers all of Your Financial Services Needs

Candidates Screening

We integrate with your existing tools, including any lead source or CRM using Zapier.

Cold Calling

We Turn Cold Calls Into Opportunities…

Appointment Setting

We Generate Appointments, You Close More Deals…

Outbound Call Center

Generate More Leads.


Telemarketing Campaigns That Drive Results…

Lead Generation

We generate more leads for your business…

Sales Outsourcing

Sales Outsourcing Scales As Fast As You.

Lead Qualification

The Fastest Way To Qualify Your Marketing Leads …

Don’t See your Use Case? Get in touch to find out more.

Ready to Get Started?

At GetCallers, you never have to worry about payroll, additional office space, attendance systems, or buying extra lunch for your new team members. We cut out all other costs and help your business grow exponentially. 

Furthermore, you don’t need to stress W-2 wages, sick leaves or sabbaticals, extra office decor, or existing remote working employees. We are an extension of your current business.