Financial services

Grow your business with automated client scheduling

Modernize your client experience, deepen strategic relationships, and improve productivity with secure appointment scheduling.

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Win more business

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.

Connect with more prospective clients ahead of your competition
Enhance client experience

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.

Boost client engagement with easy self-scheduling
Increase show rates

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.

Improve efficiency and spend more time serving clients
Customer stories

Discover how businesses grow with Calendly

ROI with Calendly

323%

“Calendly lets you truly customize the way you interact with customers.”

Prospects book meetings within 24 hours

90%

COMPLIANCE

Compliance you can trust

Calendly maintains a comprehensive compliance program to help organizations meet security, privacy, and regulatory requirements.

Review documentation

SOC 2 (Type 2)

SOC 3

CSA STAR

PCI COMPLIANT

ISO/IEC 27001

CI Assante Wealth Management

“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.”

Asiya Khan
Asiya Khan
Manager, Branch and Business Practice at CI Assante Wealth Management
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From the first meeting to the follow-up

All of the work around meetings, handled in one place. Book time, capture every discussion, and keep next steps moving without the manual work.

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  • DiscoveryScheduled
  • MeetingSummarized
  • InterviewBooked
  • PaymentReceived