For financial advisors making a great first impression is key to building relationships and developing trust with prospects and clients. Complicated and slow scheduling gets in the way and can feel frustrating.
We built the Cronofy Scheduler to solve these issues! Make a great impression and give your contacts a hassle-free scheduling experience when they book meetings with you. Focus on what matters and save everyone's time, without the back-and-forth.
We believe that scheduling meetings with clients should be seamless.
With our free browser extension for Chrome you can enjoy the power of personalized meeting scheduling from the applications and tools you use everyday like Gmail. You can use it to create meeting links without having to switch tabs, the Scheduler will automatically fill out your client or prospect's details for you.Get the Chrome Extension >>
There is huge scope within the financial sector to enhance client experience through digital tools. When it comes to technological progress financial advice can sometimes seem like an industry locked into the past.
With the changing landscape there's pressure on financial advisors to diversify and target people of all ages. It's important not to wholly rely on face-to-face and offer more modern ways for clients to interact with their advisors. With the Scheduler you can embed video conferencing links in all the invites you share. And you only offer times when you are free. No one is wasting their time and the setup time is greatly reduced.
Sign up for the Scheduler by connecting your calendar in two clicks. Use the Scheduler with our Chrome Extension and Add-ins for maximum efficiency when scheduling interviews
Compose the email inviting your client or prospect to schedule a meeting with you. Then use the embedded Scheduler button from your Outlook or Gmail compose window to setup a meeting request link.
Include the availability of any additional people from your Connected Contacts for the meeting. Verify the interview details and add video conferencing details or location as desired.
Generate the link and it will be automatically added to the email message.
Contacts can choose a day and time that suits them and your other required attendees, from the times you have offered. It just takes two simple clicks!
Once the meeting slot has been selected by the contact, it will be added to everyone's calendar automatically and you'll receive a confirmation email.
Great ways the Scheduler helps you build stronger relationships.
Privacy and data security are always a consideration in business, but in financial services because of the sensitive nature of the data we understand it is a primary concern. When you share availability it's only for a fixed period so you're in control. It's also only ever your free/busy slots and not the details of your events. Your availability is private and you don't need to share availability permanently with your clients and prospects even if you might want to give them a way to contact you at short notice.
Instead you share for a fixed period (up to one year) or you can just share for the purpose of booking a meeting. We make it easy to prolong the sharing if you wish but this decision should be made by you or your organization. We operate a robust security and compliance program, adhering to the highest level of information security standards.