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Banks and savings banks lose valuable advisory time every day due to overcrowded branches, long waiting times, and inefficient appointment scheduling. Walk-in customers create unpredictable peaks while financial advisors spend time on manual calendar management instead of serving clients.
meetergo allows customers to book advisory appointments for current accounts, loans, investments, or mortgages directly online – 24/7, without waiting. GDPR-compliant, PSD2-compatible, with servers in Germany.
Our scheduling software for banks offers automatic routing to the right advisors, integrated video consultations for remote meetings, and seamless connection to SAP, Salesforce, and other banking systems.
Why banks choose meetergo over Calendly
US-based booking tools like Calendly store customer data on servers outside the EU – a problem for any bank that must comply with GDPR and banking secrecy. meetergo is built specifically for the German-speaking financial market.
With PSD2 compliance, audit trails for regulatory purposes, and encrypted data transmission, meetergo meets the requirements of BaFin-regulated institutions – and starts free.
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Set up your booking page
Create appointment types: account opening, loan consultation, investment, mortgage – each with custom pre-questions and document requirements.
Invite customers
Share the booking link via email, website, or QR code in your branch. Customers choose their service and preferred advisor.
Free up your advisors
Automatic reminders reduce no-shows by 90%. Advisors see all information in advance and can focus on the conversation.
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Marcel Banmann
saasmetrix
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Hendrik Droht
SALT AND PEPPER
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Roman Laufenberg
RLE International
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Frederik Wegner
konfidal
frederik_review
Katarina Luketic
SwissLife
katarina_review
Benedict Padberg
Friendly Captcha
benedict_review
Julia Pelzer
ConsolCM
julia_review
Christopher Ganzorig
Cloudogu GmbH
christopher_review
Justin Bous
Catch
justin_review
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GDPR-Compliant Consultations
Fully privacy-compliant scheduling for sensitive financial consultations.
Secure Document Sharing
Clients can securely upload and share documents before appointments.
Automatic Reminders
Reduce no-shows with timely SMS and email notifications.
Video Consultations
Integrated video conferencing for secure remote advisory sessions.
Flexible Scheduling
Clients book suitable consultation slots themselves – 24/7 online.
Team Management
Manage multiple advisors and their availability in one system.
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Financial Advisors
Client booking optimized for financial services.
Accountants
Tax season scheduling made simple.
Financial Services
Client meetings and financial consultations
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