Appointment Scheduling Software for Finance
Streamline client meetings, consultations, and financial planning sessions with automated scheduling that integrates with your existing tools.
- Automated reminders reduce no-shows for important financial consultations
- Secure client portal for confidential document sharing and scheduling
- Integration with CRM and financial planning tools for seamless workflows
No credit card required
Our Trusted Clients
Financial services scheduling that builds client trust
Here are the top scheduling challenges financial services face:
Missed Appointments
Clients forgetting financial planning sessions leads to lost revenue opportunities.
Document Collection Delays
Clients not submitting required documents before meetings reduces consultation effectiveness.
Regulatory 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.
Compliance Tracking
Automatic documentation of all client interactions for regulatory requirements.
Team Scheduling
Coordinate multiple advisors and specialists for complex client needs.
Rescheduling Workflows
Automated processes for handling appointment changes while maintaining compliance.
Performance Analytics
Track meeting effectiveness, client engagement, and advisor productivity.
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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Our Trusted Clients