Finance leads are expensive and time-sensitive. Voxworks answers every call, pre-qualifies and intakes clients, logs claims, and books appointments — so your team works the deals that convert.
Whether you broker loans, prepare tax or place insurance, the first call sets the relationship — and you can’t answer mid-appointment. Voxworks captures and qualifies every enquiry, books appointments and logs the detail into your CRM, 24/7.
Pick your part of the finance industry below.
Choose the option that matches how you take calls.
A mortgage broker answering service for Australian brokers. Voxworks answers every call, pre-qualifies…
An accountant answering service for Australian accounting and bookkeeping firms. Voxworks answers every call,…
An insurance broker answering service for Australian brokers. Voxworks answers every call, captures…
Finance enquiries are expensive to generate and quick to go cold. A refinance lead rings two or three brokers; research suggests around 78% of customers proceed with the first business that responds. Meanwhile brokers and accountants spend their days in appointments — exactly when new clients call.
Voxworks answers every call, runs the qualification you define — loan purpose and rough numbers for brokers, entity and service type for accountants, policy and claim details for insurance — and books the appointment into your calendar with a structured summary in your CRM. Urgent matters, like a claim notification or a settlement-day issue, warm-transfer to your team with context attached.
Tax season, rate announcements and renewal cycles produce call spikes no fixed front desk can absorb — and BIA/Kelsey research found 62% of small-business calls already go unanswered in normal weeks. Concurrent call handling means every caller in the surge gets through, while your team keeps working the appointments that convert.
Financial conversations carry obligations. Voxworks records with appropriate consent, keeps call data on Australian-hosted infrastructure, and operates in line with the Privacy Act, the Spam Act and Do Not Call Register rules — with transcripts that support your file notes and dispute resolution. Pick your corner of finance below.
Yes. Voxworks asks the qualification questions you set — purpose, property status, rough borrowing position, timeframe — and delivers a structured summary to your CRM before you call back.
No. It captures details, answers practice-level questions like hours and document checklists, and books appointments. Anything requiring advice is routed to your team.
Yes — concurrent call handling means every caller gets through during peak weeks, with bookings and messages structured for your team to action.
Calls are recorded with appropriate consent, data stays on Australian-hosted infrastructure, and outbound campaigns respect the Spam Act and Do Not Call Register.
See the core Voxworks features supporting the solution.
Voxworks AI answering across more industries and services.
Voxworks is an AI phone answering service that handles after-hours, overflow calls, using a virtual or digital receptionist. Voxworks answers in a natural Australian voice, qualifies intent, books calendars or routes calls to the right person.
From GP clinics to allied health, dental, aged care and NDIS providers — Voxworks answers patient and family calls, books into your practice software, triages after-hours, and keeps patient data onshore.
Prospective clients retain the first firm that answers well. Voxworks answers every call, runs new-client intake, qualifies the matter, flags urgency and books consults — confidentially and onshore.
You can’t answer the phone with your hands full. Voxworks answers every call, books jobs into ServiceM8, Simpro or AroFlo, triages emergencies and follows up quotes — 24/7.
Agents are out, property managers are buried, and strata calls come at all hours. Voxworks answers every call — enquiries, inspections, maintenance and building emergencies — and logs it into your platform.
