Financial advisors use appointment scheduling systems to coordinate advisory meetings more efficiently and to let prospects book a meeting around the clock, without a chain of phone calls.
Possible uses
- Initial consultations: Prospects easily book an introductory appointment without calling first
- Online advice: Automatically generated video meeting links (e.g. Zoom, Teams) for location-independent advice
- Multiple advisors: Each advisor has their own calendar with individual availability
- Data protection: Sensitive customer data on German servers, GDPR-compliant
- Customer data management: Existing customer data from the CRM can be linked to the booking system
Sequence of a typical booking
A prospect selects the desired advisor on the website, picks a free appointment and enters their contact details. They receive an automatic confirmation email with a meeting link. The advisor sees the appointment in their calendar immediately and also receives a notification.