James Randall, Consultant, Sigma Asset Management Ltd
'Sigma Asset Management Ltd. is committed to providing high quality, independent financial advice to the clients of accountants and solicitors.
'As the distribution of financial products becomes less fragmented, we have positioned ourselves within the IFA marketplace as a professional firm along the lines of traditional accountancy and legal practices. Our target market is small to medium sized corporates, professional individuals, the self-employed and business owners.
'As Sigma operates as an umbrella brand for six other advisory firms and due to the fact that we have a small team, we have chosen to outsource our telephone communications to MyRuby when we are unable to answer the phone. We can often have up to four telephone calls coming through simultaneously and to have the peace of mind that they will all be handled quickly and professionally improves our client service.
'Our Ruby, Donna, handles calls for all seven phone lines we have directed through to MyRuby. We were really pleased with the speed and ease with which Donna picked up the understanding and essence of our businesses and the professional service MyRuby provides. Depending on the urgency, Donna is able to judge whether or not the call needs to be transferred to a mobile, or whether we receive an instant notification email.
'Following our impressive free week trial of the MyRuby service, we did not hesitate to sign up to the service. We had been debating whether or not to take on a PA, but due to the dual offering from MyRuby - both the call handling and virtual PA service - we have decided to outsource this too at present.
'All six of our joint ventures are aware of the fact that our Ruby is based externally to us and enjoy testing her sometimes with mystery calls - she always passes!'
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