Appointment Scheduling Software for Banks
Make it easy for clients to schedule branch visits or financial consultations. Designed for banks, our appointment system supports secure, professional, and flexible scheduling.
- Offer secure scheduling for client confidentiality
- Reduce branch wait times with appointment management
- Integrate with banking systems for seamless operations
No credit card required
Our Trusted Clients
Appointment software designed for financial institutions
Here are the top scheduling challenges banks face:
Long Branch Wait Times
Walk-in customers create unpredictable queues, leading to poor customer experience and inefficient staff utilization.
Client Data Security Risks
Manual scheduling processes risk exposing sensitive financial information through insecure channels.
Inefficient Advisor Scheduling
Financial advisors waste time managing appointments instead of focusing on client needs.
Offer secure scheduling for client confidentiality
Features designed specifically for banks and financial services.
Bank-Grade Security
End-to-end encryption and compliance with financial regulations for all appointment data.
Client Self-Scheduling
Customers can book appointments online for specific services and preferred advisors.
Automated Reminders
Reduce no-shows with SMS and email reminders sent before each appointment.
Branch Analytics
Track appointment metrics to optimize staff scheduling and branch operations.
Banking System Integration
Syncs with core banking systems for seamless client data flow.
Advisor Matching
Automatically route clients to the most appropriate financial advisor based on needs.
Your booking page, your way
Customize every aspect of your booking experience to match your brand and meet your specific needs.
Simple & Clean
Our default booking interface is designed for clarity and ease of use.
- Clear date selection
- Intuitive time slot picking
- Simple customer information forms
Customer Reviews
Marcel Banmann
saasmetrix
The user guidance is well designed and the integration into our calendar systems and CRM was no problem. The implementation on our landing pages was also quite simple.
Hendrik Droht
SALT AND PEPPER
What I like best about meetergo is the speed and user-friendliness of the appointment scheduling tool and the seamless integration into our tool landscape. It enables SALT AND PEPPER Technology to save time and effort in appointment coordination by simply sending a booking link. We are excited about the possibility to help shape the tool and the excellent support options. In addition, lessons learned from our experiences were directly incorporated into product improvements, which is particularly valuable for us.
Roman Laufenberg
RLE International
It feels like having a personal scheduling assistant.
Frederik Wegner
konfidal
I use the meetergo software daily and am more than satisfied. The system is extremely intuitive and comfortable. I also tested zcal, calendly and other competitors. However, meetergo offers the best value for money. Especially against the background that it is GDPR-compliant, which is extremely important for me as a German entrepreneur. Clear recommendation for anyone who values the software location Germany and wants an excellent product.
Katarina Luketic
SwissLife
All requirements and wishes were quickly fulfilled, great service and a great team!
Benedict Padberg
Friendly Captcha
Great solution. We have been using meetergo for some time and are very satisfied with the features and support.
Julia Pelzer
ConsolCM
ConSol CM has been using meetergo as an appointment booking tool for almost 2 years. The integration was uncomplicated from the start and we have had regular lead entries via meetergo since then. Creating appointment types is intuitive and things can be changed quickly. In the meantime, meetergo has improved many things, there are more features, more simple customization options and the usability continues to be improved step by step. We are very satisfied!
Christopher Ganzorig
Cloudogu GmbH
Great support with quick response time, awesome! :)
Justin Bous
Catch
Didn't think a tool could change so much. We now get more appointments with the right people and have to do much less manually. The support is friendly, but once it took a bit longer to get a response.
Key Features for Banks
Specialized tools to streamline your banking operations
Round Robin
Distribute meetings amongst team members based on weights, priorities or the person least recently booked.
Collective Events
Book a meeting with several team members at one time.
Routing Forms
Direct bookers to the right people based on their details, like industry, company-size, etc.
Automatic Enrichment
Automatically enrich invitees with additional details, like company name, title, and industry.
Automated Workflows
Save time with automated workflows like meeting reminders and payment processing through Stripe or PayPal integration.
Accept Payments
Accept payments for your meetings. Stripe, Paypal & more.
App Store
Connect your favorite apps
Seamlessly sync with the tools your team already uses. One-click setup, zero headaches.
Your Fortress for Data Privacy
Your Data Stays in Europe
100% GDPR compliant. Servers in Europe. No US access to your data.
German Servers
Your data is stored in Europe, protected by strict EU privacy laws.
GDPR Compliant
We sign real contracts with full liability. No loopholes.
No US Access
No US parent company means your data can't be handed over.
- Must hand over data to US government
- Subject to secret surveillance laws
- Won't take real GDPR liability
- Data stays 100% in Europe
- Protected by EU privacy laws
- Full GDPR liability guaranteed
Common questions about banking services and appointment scheduling
Frequently Asked Questions for Banks
Other solutions
Explore other solutions that can help you run your business more efficiently.
Financial Advisors
Client booking optimized for financial services.
Accountants
Tax season scheduling made simple.
Financial Services
Client meetings and financial consultations
Our Trusted Clients