CALENDLY PARA SERVICIOS FINANCIEROS
Deleite a los clientes con una programación sencilla de citas
Conéctese con los clientes más rápido, sirva a más clientes y haga crecer su negocio.
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 %
de aumento en el alcance de clientes
13,607
hours reclaimed
Soluciones
Ayudamos a instituciones financieras a aumentar la rentabilidad
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.
WHY CALENDLY
Make simple appointment scheduling your competitive differentiator
MAINTAIN OVERSIGHT AND CONTROL
Ensure security and compliance across the scheduling lifecycle
Beyond having a dedicated team of security experts, Calendly is ISO/IEC 27001 and SOC 2 Type 2 certified, as well as 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 communication archiving, activity logs, and more.
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.
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.
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.
Testimonials
Real people, real results
Don’t just take it from us. Here’s what some of our happy customers are saying.
“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.”
Nancy McMahan
Director of Client Engagement, Churchill Mortgage
“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
Manager, Branch and Business Practice, CI Assante Wealth Management
Calendly features
Automatice para mejorar la experiencia de sus clientes
Crear flujos de trabajo
Envíe automáticamente correos electrónicos personalizados y totalmente conformes antes y después de las citas para reducir las faltas de asistencia e impulsar el compromiso del cliente.
Integrar Calendly
Añada Calendly en cualquier lugar de su sitio web, como en su página de asesor, agente, oficial de préstamo o localizador de sucursales, para que los clientes puedan programar citas cuando quieran.
Simplify complex meetings
Configure un evento rotatorio para asegurar que su equipo contacte con clientes potenciales lo antes posible. Utilice los eventos grupales para organizar seminarios web y sesiones informativas con múltiples clientes, y programe fácilmente citas para dos o más partes interesadas.
Informes y analíticas
Revise los compromisos de cara al cliente, optimice los procesos de programación basados en datos, asegure eficiencias de programación para que no se pierdan oportunidades de reservas, y mucho más.
Integración con su tecnología actual
Conecte su calendario, herramienta de videoconferencia, Salesforce u otro CRM, y más para aumentar la productividad y eliminar las tareas manuales.
Estandarizar buenas prácticas
Asigne y bloquee los detalles de la reunión para ofrecer siempre una experiencia profesional y fluida a los clientes.
Coordine múltiples calendarios
Sondee a los clientes y otras partes interesadas clave, como su cónyuge, socio de negocios o asesor fiscal, para encontrar fácilmente el mejor momento para que todos se conecten.
Don’t just take it from us
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.”
PLANES RECOMENDADOS
Planes de precios
Elija un plan que se ajuste a sus necesidades.
PLAN DE EQUIPOS
$16
/asiento/mes
Cuando su equipo necesita alinearse con un proceso de programación y colaborar eficientemente.
PLAN EMPRESARIAL
póngase en contacto con nosotros
Cuando su equipo de más de 30 miembros necesite seguridad, control y soporte avanzado.
SUCCESS STORIES
Focus on what matters most
Concierte citas más rápido
Elimine los problemas de programación para que pueda centrarse en las necesidades de sus clientes.