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

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.

Access the songs without the hassle. Never again deal with BMI, ASCAP or SESAC. One monthly fee covers the public performance royalties for every song on Persona Business Music .

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.

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Persona Business Music
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

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.