Add time-saving scheduling to your financial services business
Empower your team so they can make a great impression and build financial relationships the right way. The Cronofy Scheduler enables a first-class business scheduling experience for client conference calls, financial advice and meetings. Embed the tool in your business processes or integrate fully with the software your team uses every day.
- Secure and compliant for your peace of mind
Be confident that your compliance and security needs are met and build trust with clients. - Allow your teams to focus on delivering value
Scheduling back-and-forth is a waste of resources that sends the wrong message. Instead, allow your teams to focus on delivering value. - Stand out from the crowd
Differentiate yourselves from the competition and acquire your clients of tomorrow. Enable them to self-serve online when it comes to booking meetings.
Whether you want to make every meeting request personal with our Scheduler app or deliver real-time scheduling features to your product users by integrating our Scheduling APIs – you can transform your scheduling with Cronofy!
Top financial businesses choose Cronofy
Your privacy is paramount
Data compliance is a serious matter in financial services. Our security and compliance certifications and accreditations like GDPR, ISO27001, SOC 2 Type II mean you can rest assured that Cronofy's scheduling products will meet your and your customer's security requirements. We are continuously working to meet industry and geographical standards - ensuring that our operations are going above and beyond, meeting more than just the bare minimum in compliance.
Not getting data protection right can bring reputational, commercial, regulatory and legal penalties. Getting it right reaps rewards in terms of customer confidence and trust.
ISO27001 certified
ISO27018 certified
ISO27701 certified
SOC 2 attested
GDPR compliant
CCPA compliant
HIPAA compliant
Multi-party availability
Some meetings aren't simple 1:1s and require knowing the availability of multiple people from the financial organization's side. The Cronofy Scheduler makes it super easy to automatically display the availability of multiple experts' calendars in order to offer clients or contacts, a time that works for everyone. Book complex meetings in 2 clicks with Cronofy.
Why Cronofy
Real-time sync
Focus on what matters
Focus on what matters
People are talking about life with Cronofy
"In financial services, an ample amount of time is spent scheduling appointments with current or prospective clients. We wanted to stand out from our competitors and offer scheduling that enables the client to have some control and choose a time that works best for them."
Asset Planning Corporation
"Clients around the world entrust their data to Iron Mountain. Ensuring that their information – as well as our employees’ calendar data – was secure was a critical part of our work with Cronofy. Thanks to their Enterprise Connect feature we were also able to onboard all of our inside sales teams in one go."
Iron Mountain
"We're always looking for ways to digitize, become more efficient as a business. I wanted to engage and meet with people in a quicker way too. I was speaking with a consultant and he said, “what about Cronofy?” I said, “what’s Cronofy?” And he said, “it let's you do that, but it's for corporations - it’s a scheduling tool for corporations.”
The Judge Group