Stay ahead by offering first-class scheduling

Read our report for observations and advice on how financial advisors can make the best first impressions.

First Impressions Report front cover
Read our report
90%
of financial advisors aren't offering specific times when scheduling a new client meeting
50%
of financial advisors only supply an email and phone number to new clients
15%
of financial advisors never responded to a new client enquiry

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Benefits of using the Scheduler

We believe that scheduling meetings with clients should be seamless.

GREAT SCHEDULING EXPERIENCE

Your contacts don't need to fill out details. Send them scheduling links already personalized! Great experience - and it saves time!

ADAPT TO A NEW BUSINESS WORLD

Get a headstart on the competition by offering online meetings, as an alternative to face-to-face or phone calls - based on real-time availability.

BUILD STRONG RELATIONSHIPS

Great relationships are founded on trust. Hassle-free scheduling makes a great impression laying the foundations for a strong relationship.

DON'T EXPOSE YOUR CALENDAR

Contacts can only use the scheduling link once, so you only commit to one meeting and your calendar stays protected.

SPEED UP TIME-TO-MEET

Don’t make prospects wait for a meeting time. No back-and-forth, no delay, no hassle. Potential clients stay engaged and don’t go to competition.

SCHEDULE EVERYWHERE

Schedule from within your email and favorite applications with our free Chome browser extension and Add-ins.

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Screenshot of Scheduler browser extension used with a CRM

Install our browser extension for faster scheduling

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.

Scheduling built for a remote world

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.

How it works

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 meetings

WHAT YOU SEE

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.

WHAT YOUR CONTACT SEES

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.

Most popular use cases

Great ways the Scheduler helps you build stronger relationships

PROSPECT/CLIENT AND FINANCIAL ADVISOR
PERSONAL ASSISTANT SCHEDULING ON BEHALF OF FINANCIAL ADVISOR (COMING SOON)
MULTIPLE ATTENDEE SCHEDULING (VIDEO CONFERENCING)

Your privacy is paramount

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.

ISO27001
certified
SOC 2
attested
GDPR
compliant
CCPA
compliant
HIPAA
compliant

Leave meeting scheduling headaches behind and make a great first impression

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