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.
- Audit trail: Complete documentation of all appointment activities
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.
Our customers report a 40% increase in advisory productivity and a no-show rate below 5%. At the same time, client satisfaction improves through professional booking and timely reminders.