Appointment Scheduling Software for Financial Advisors
Let clients book time with you in just a few clicks. Our scheduling software is built for financial advisors who want to simplify appointment booking, sync calendars, and stay organized.
- Automate scheduling for financial consultations
- Sync with multiple calendars to avoid double bookings
- Offer self-scheduling options for client convenience
No credit card required
Our Trusted Clients
Smart scheduling for financial advisors and consultants
Here are the top scheduling challenges financial advisors face:
Time-Consuming Scheduling
Manual scheduling processes eat into valuable time that could be spent advising clients and growing your practice.
Missed Appointment Opportunities
Clients can't easily find available times, leading to lost business and revenue.
Client Communication Overload
Constant back-and-forth emails and calls to schedule appointments create unnecessary work.
Make it easy for clients to book time with you
Features designed specifically for financial advisors and wealth managers.
Client Self-Scheduling
Clients can book appointments online 24/7 for their preferred time slots and service types.
Automated Reminders
Reduce no-shows with SMS and email reminders sent before each financial consultation.
Secure Client Data
Bank-grade security protects sensitive financial information during the scheduling process.
CRM Integration
Syncs with popular financial CRM systems to keep client records up-to-date automatically.
Practice Analytics
Track appointment metrics to optimize your schedule and identify revenue opportunities.
Client Segmentation
Offer different scheduling options for different client types (retirement, investments, etc.).
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
Testimonials
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.
Your Fortress for Data Privacy
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