Calendly for Financial Services
Grow your business with automated client scheduling
Modernize your client experience, deepen strategic relationships, and improve productivity with secure appointment scheduling that delights clients and gives your business a competitive advantage.
CI Assante Wealth Management achieved 323% ROI with Calendly
Find out how CI Assante Wealth Management streamlined scheduling for hundreds of financial advisors and delivered an intelligent, user-friendly experience to their growing list of clients.
323%
ROI
143%
increase in client outreach
13,607
hours reclaimed
Helping financial institutions increase profitability
Help more clients achieve their goals
Eliminate time-consuming, manual scheduling so your advisors can focus on establishing strong relationships with clients and creating personalized investment strategies.
Boost client engagement
Make it easy for clients to self-schedule appointments when they want to review their portfolio, discuss market changes, or make adjustments when life changes.
Embrace digital transformation
Attract the next generation of investors with a digital-first scheduling process that lets them meet with you when and where they want to.
Empower agents to sell more
Gain a competitive advantage by ensuring your agents are the first to connect with prospective clients.
Personalize the client experience
Proactively meet with clients to learn about their long-term goals, ensure their existing coverage meets their needs, and discuss renewal options.
Put an end to time-consuming scheduling
Free up your agents so they can talk to more prospective clients instead of wasting valuable time figuring out when to meet.
Enhance the customer experience
Enable customers to schedule appointments when it is most convenient for them at the branch of their choice. Quickly route walk-in customers to an available specialist so they never have to wait.
Eliminate phone and email tag
Gain a competitive advantage by ensuring your experts can quickly connect with customers to discuss account features, complete loan applications, or verify interest rates.
Maximize efficiency across branches
Ensure each branch has the necessary experts based on scheduled appointments and discover which locations have the highest volume of appointments, have capacity issues, and more based on analytics.
Grow assets under management
Increase distribution of key funds by efficiently engaging more Financial Advisors, Institutional Clients, and Retirement Plan Consultants.
Eliminate missed booking opportunities
Streamline the labor-intensive and inefficient scheduling of face-to-face meetings when sales reps are traveling in their territory or attending industry events.
Optimize your sales efforts and reduce costs
Improve time allocation between your inside and outside wholesale teams when coordinating meetings with Financial Advisors.
Make simple appointment scheduling your competitive differentiator
Connect with more prospective clients ahead of your competition
Book high-value clients on the spot and easily add additional guests — such as a spouse, business partner, or client’s tax advisor — to any appointment to win more business.
Boost client engagement with easy self-scheduling
Empower clients to schedule appointments when and where they want to. Embed Calendly anywhere on your website, such as on your advisor, agent, loan officer, or branch locator page, so clients can conveniently self-schedule appointments whenever they want.
Improve efficiency and spend more time serving clients
Ensure clients show up to their appointments while decreasing manual work by automating appointment reminders via email or SMS. Connect Outlook and Gmail to send personalized communications, reminders, follow-ups, and more.
Ensure security and compliance across the scheduling lifecycle
Calendly follows FINRA and GLBA guidelines, is ISO/IEC 27001 and SOC 2 Type 2 certified, and PCI and GDPR compliant. Deploy Calendly confidently using SAML-based SSO with leading identity providers including Okta and Azure. Increase oversight with Domain Control and audit account activity with email and SMS communication archiving, activity logs, and more.
See how Calendly keeps you secure“Calendly lets you truly customize the way you interact with customers. Within a large company, you can keep it simple or you can go in-depth and make it do whatever you want. Either way, you get incredible benefits.”
“For me, it's a no-brainer. Our advisors are happy, and our clients are happy. The cost of Calendly is pennies to the dollar compared to its value.”
Automate to enhance your client experience
Create Workflows
Automatically send personalized, fully compliant emails before and after appointments to reduce no-shows and boost client engagement.
Embed Calendly
Add Calendly anywhere on your website, such as on your advisor, agent, loan officer, or branch locator page, so clients can conveniently self-schedule appointments whenever they want.
Simplify complex meetings
Set up a Round Robin to ensure your team engages with prospects as quickly as possible. Use Group events to host webinars and informational sessions with multiple clients, and easily schedule multi-person appointments for two or more stakeholders.
Improve meeting performance
Review client-facing engagements, optimize scheduling processes based on data, take advantage of every booking opportunity, and more.
Integrate with your existing tech stack
Seamlessly connect your calendar, video conferencing tool, Salesforce or other CRM, and more to boost productivity and eliminate manual tasks.
Standardize best practices
Assign and lock meeting details to deliver a professional and streamlined client experience every time.
Coordinate multiple calendars
Poll clients and other key stakeholders, such as their spouse, business partner, or tax advisor, to easily find the best time for everyone to connect.
Hear it from our customers
"Love Calendly. The integration with my calendar, CRM, LinkedIn DMs, and website makes appointment setting a breeze."
“Previously, I would ask the client to propose a couple of preferred dates and times for our call or meeting. With Calendly, the client is able to select from a range of dates and times, streamlining the process and saving so much time.”
“Calendly is an excellent timesaver by removing the mundane task of arranging to meet with clients and saving our team lots of time.”
Pricing Plans
Choose a plan that’s right for your needs.
When your team needs to align on a scheduling process and collaborate efficiently.
/seat/mo
For teams who need enterprise-level security, admin control, and support. Includes enterprise-grade procurement.
Starts at
$15k/yr
Helping financial institutions focus on what matters most
![[Webinar] How Financial Services Companies Drive Revenue with Calendly](png/-webinar-_how_financial_services_companies_drive_revenue_with_calendly99ae.png)
![[Blog hero] Automate client scheduling: A winning strategy for financial services](png/calendly_financialservices_blog_og_1920x108099ae.png)
Book appointments faster
Eliminate scheduling hassles so you can focus on strengthening client relationships and growing your business.
Eliminate scheduling hassles so you can focus on strengthening client relationships and growing your business.