- GDPR compliant
- Servers in Nuremberg
Appointment Scheduling Software for Finance
Streamline client meetings, consultations, and financial planning sessions with automated scheduling that integrates with your existing tools.
- Free forever
- No credit card
- Servers in Nuremberg
Sarah Nowakwith Thomas B. · Tue, 10:30 · Consultation 45 minAppointment confirmed
Booked
Sarah Nowakat 10:42SignedOur Trusted Clients
Financial services scheduling that builds client trust
Here are the top scheduling challenges financial services face:
- Sarah Nowakwith Thomas B. · Tue, 10:30 · 45 minReminder by email and SMS
Appointment confirmed
BookedMissed Appointments
Clients forgetting financial planning sessions leads to lost revenue opportunities.
- Intake formfilled in beforehand, 4 min
- Contact details
- Request
- Documents uploaded
Document Collection Delays
Clients not submitting required documents before meetings reduces consultation effectiveness.
- Invoice RE-2026-0142Nowak Beratung€1,190.00
Paid · StripePaidRegulatory Compliance
Manual scheduling makes it difficult to maintain proper documentation and audit trails.
Enhance financial client relationships with smart scheduling
Features designed specifically for financial services and advisors.
Secure Client Portal
Clients can book appointments and securely upload documents in one place.
See portal optionsClient portalQuote and documents- Quote_2026.pdfopened 3x
- Scope_of_work.pdfshared
Sarah Nowakwith Thomas B. · Tue, 10:30 · Consultation 45 minAppointment confirmed
BookedSignatures that arrive: without chasing clients
Clients sign right after booking, on their phone, legally binding under eIDAS, without a single printout or fax.
- Sent automatically after every appointment
- Clients sign in under 60 seconds
- No paper chase, no follow-up calls
Documents · Sarah N.Upload from the phone, no app- Existing policyreceived
- ID cardreceived
- Health detailsopen · reminded
Sarah Nowakat 10:42SignedCompliance Tracking
Automatic documentation of all client interactions for regulatory requirements.
Learn about complianceData protection
- Hosted in Nuremberg
- ISO 27001 data centre (Hetzner)
- DPA included
- GDPR compliant
Thomas Brandt
Payment at bookingStripe or PayPal, receipt sent automatically
Stripe
PayPalPaidLive in 30 seconds
7 days, no credit card
More than scheduling
Customers book, message you, sign and pay. Your team records its time. All in meetergo.
What customers say about meetergo
For my online client meetings in financial consulting, meetergo Connect is a real gamechanger. My clients join directly via the browser with no app download or registration, which is extremely easy even for less tech-savvy people. Seamless screensharing from my iPad lets me present in HD, and this GDPR-compliant tool noticeably simplifies my workday.
TTimFinanzberatung 
If you want a professional scheduling tool based in the EU and think Calendly is the only option, compare them both. My killer argument for meetergo is GDPR compliance, and the value for money beats Calendly too. With everything meetergo offers, I work in a completely different way than with a free calendar tool.
SStephan Behr 
As a self-employed advisor in finance, I switched from Calendly to meetergo: more modern, more precisely configurable and with more features. Reminding clients via WhatsApp, DocuSign, a meeting platform like Zoom, AI features and Typeform surveys, it is all included. A true all-in-one package and better than Calendly.
DDenizFinanzberatung
Which plan fits?
Suite fits when advice, documents, e-signature and invoice belong together. Letting clients book alone works with Light.
How Scheduling Works for Financial Advisors
- 1Set Up Booking PagesCreate different appointment types: initial consultation, portfolio review, contract signing, with individual document requirements.
- 2Invite ClientsShare your booking link. Clients choose a suitable appointment and upload required documents in advance.
- 3Advise SecurelyReceive automatic reminders, appointment confirmations, and a complete audit trail for compliance purposes.
One price for the team
Light per person. Suite and Premium with 3 people included. AI comes with every plan.
Free
Try it out
€0a monthUp to 3 people
Free forever
Start for freeNo credit card
Light
Clients book with you
€12.90a monthper person
€154.80 a year
Try for free7 days, no credit card
Everything in Free, plus
- New in Light
- Mollie
- Recommended for teams
For incoming enquiries
Suite
Every enquiry answered, through to the invoice
€79a month3 people included
in the first year, then €99
Try for free7 days, no credit card
Everything in Light, plus
For winning new customers
Premium
Win new customers. Under your brand
€149a month3 people included
in the first year, then €179
Try for free7 days, no credit card
Everything in Suite, plus
- Per company, more can be added
- To contacts who opted in
- Companies, not people
EnterpriseFrom 30 seats
Everything in Premium, on your own contract.
Price on request
- SSO and SCIM
- Audit logs
- Custom contracts
- Dedicated success manager
AI phone assistantAdd it to any plan
Answers calls, answers questions and books appointments. 1,000 minutes and your own number.
About the phone assistantfrom €99 a month
Also available: Team seat, SMS packs, and Storage
All prices exclude VAT. A person is any team member with their own login. Your clients never count.
Frequently Asked Questions
Optimize Scheduling for Financial Services
GDPR-compliant and secure for sensitive consultations
Read more
In the financial sector, trust is everything. Clients expect not only expert advice but also the highest security standards when handling their sensitive data. With professional scheduling software, you create a smooth and secure advisory process, from first contact to closing.
meetergo was built specifically for the needs of financial advisors, wealth managers, banks, and insurance companies. Our solution is fully GDPR-compliant and offers secure document sharing, automated workflows, and seamless integration with your existing systems.
Whether initial consultation, portfolio review, or contract signing, with meetergo you offer your clients a first-class experience while meeting all regulatory requirements.
Why Financial Services Choose meetergo
Regulatory requirements like MiFID II demand complete documentation and transparent client communication. meetergo supports you with automatic confirmations, secure document management, and a complete audit trail, all in one privacy-compliant solution.
At the same time, client satisfaction improves through professional booking and timely reminders.
- GDPR-compliant: Hosted in Germany with highest data protection standards
- Secure document sharing: Clients upload documents encrypted
- Automatic reminders: Reduce no-shows by up to 90%
- Video integration: Secure remote consultations with Zoom, Teams, or Google Meet
- Audit trail: Complete documentation of all appointment activities
Start with one workflow
Free and without a credit card. Your old tools keep running until you no longer need them.