On Hold Marketing & Communications for Financial Services and Planning
When you’re handling finances for businesses or individuals, it’s all about trust. It takes plenty of time and effort to develop client relationships. Start out strong with a marketing message that inspires confidence in your firm’s expertise and integrity. Soften your office atmosphere, as well, with soothing overhead music and a signature scent that will put your clients at ease.
Let the experts at On Hold Marketing & Communications help. For more than 25 years, we have been creating first… and lasting… impressions for Financial Services/Financial Planning firms like yours.
Prompts - Voice Prompts
At On Hold Marketing & Communications, we understand the value of creating a great first impression. Our experienced Voice Talents deliver a strategically crafted, brand-focused message that conveys a sense of professionalism every time someone calls your facility. We have been “introducing” callers to financial planning businesses through quality voice prompt services for more than 25 years.
Our Process
Step 1: Marketing Consultation
No forms or questionnaires to fill out. Every script we write is one of a kind. Our seasoned marketing professional will interview you, in detail, to learn about your marketing needs and inform you on the “best practices” for using On-Hold Marketing in your specific industry. We take the work out of your hands!
Step 2: Scriptwriting
Our team of seasoned writers understand industry-specific language and that no two companies are exactly alike. We invest time in getting to know your marketing priorities and best practices through one-on-one communication and a review of your website and social media so we can accurately represent and enhance your existing brand.
Step 3: Voice Talents and Background Music
We offer many professional voice talents and our industry’s largest library of background music. Visit our Voice and Music Selection page to evaluate our voice talents and music either separately or together. Our online On Hold Mixer allows you to listen to your chosen voice talent while testing music backgrounds.
Step 4: Equipment, Installation & Warranty
We coordinate installation for our state-of-the-art technology. We offer two different types of On Hold or MOH external equipment. Our USB technology allows us to email your updated recordings. We also work with many global brands that utilize our Hybrid system. The Hybrid system relies on an internet connection to remotely download all recordings, in any language.
Step 5: On Hold Marketing Updates
In order to derive full marketing value from our program, you must consider us an extension of your marketing team. You will have an assigned scriptwriter and together we will work with your team to broadcast updates throughout the year.
What to Include
On Hold Messages offer a unique opportunity to pass along important information to attentive callers and build an image of your Financial Services/Financial Planning firm with words that instill confidence, create interest and build rapport. Here are some suggestions for what to include.
- IRAs & Retirement Savings Plans for Individuals and Businesses
- Estate or Legacy Planning
- Investment and Managed Portfolios
- Stocks/Mutual Funds/Annuities
- Fixed Income Investments
- Educational seminars
- Ancillary Services
- Staff credentials
- Free consultations
- Debit Cards/Credit Cards
- Checking/Savings Accounts
- Life Insurance/Health Insurance
- Tax Planning & Tax Services
A few of our Happy Clients!
Sound - Persona Business Music
Music… the great motivator. It can energize, relax, or comfort you, spark a good memory or even change your perspective. Persona Business Music will work with your branding team to create and curate customized streaming music that best reflects your environment, brand, and target audience. Our team will curate playlists using a day-timing feature that sets the mood throughout the day from upbeat morning selections to soothing, wind-down music for late afternoon appointments.
Engage your customers with music they love.
Persona Business Music serves up a diverse array of music, from top-streaming pop icons to under-the-radar indie bands, Nashville superstars to cutting-edge EDM artists. Having long-established relationships with music labels of all sizes and artist managers throughout the industry, Persona Business Music offers unparalleled access to the music your customers want to hear, not just stuff that’s easy to license. After all, what good is licensing music that doesn’t appeal to your customers?
Experience the best music programmers.
The right song at the right time can turn a casual browser into a loyal customer. Persona Business Music programmers are passionate music experts, diligent, creative in approach, and adept at stirring emotions via songcraft and curated playlists. Two parts science, one part art, Persona Business Music’s expertise-with-heart trumps algorithms every time.
Plenty of options, tailored to your environment
Check Out Our Curated Playlists
Every Decade
From the 1940s to Today's Hits
Every Genre
From Classical, to Rock, to Everything in Between
Every Audience
Find the right playlist for your customers.
Voice - Telephone On Hold
Just music on hold? That’s only part of the equation. Let us formulate a telephone on hold message that demonstrates your commitment to expert comprehensive services while promoting your Financial Services/Financial Planning firm.
Our Process
Step 1: Project Preparation
We suggest that every project start with a call to one of our voice prompt specialists. Your specialist will walk you through each step from prep to delivery.
We will present recording format based on your system and insertion (downloading) needs. Send us your scripting needs in any format you wish or simply use our customized order form that covers all requirements.
Step 2: Voice Selection
We need to find the perfect voice to represent your brand. Visit our online Voice and Music Selection Tool where you can select the voice talent and music that will project the persona of your business. International voice talents in over 35 languages are available by request.
Step 3: Recordings
We offer a wide selection of domestic and international voice talents. We can produce recordings in any language depending on your unique needs.
Step 4: Producing and Formatting
Once recorded, our Pro Tools Certified Engineers will review each prompt to ensure accuracy and phonetics. We then format and label (code) each file as per your labeling requirements for seamless insertion into your system.
Step 5: Delivery of Completed Project
Once completed, we will deliver the files in any format including email, ftp, USB thumb drive or insertion into your system.
Scent - Scent by On Hold
Did you know that scent is the sense that is most closely connected to memory and emotion? What vibe do you want your clients to associate with your office? Perhaps a relaxing lavender scent during tax season or the clean, simple scent of Ocean during vacation season. Our cold fusion technology is simple to install and maintain and features organic oils in a variety of scent options you can change throughout the seasons. Schedule a Scent Consultation at your convenience.