Financial Services Scheduling Software
Give your customers personalized service from the get-go, with online appointment setting for financial advisors.
Centralize your customer data
It’s all in the cloud: Add links and meeting notes to your Customer Profiles and access key information from Anywhere.
Offer online financial consultations
Book and host virtual meetings by connecting Setmore with Google Meet or Zoom. Easily lock the meeting when discussing sensitive data.
Receive updates on-the-go
Download the powerful iOS or Android app to get real-time notifications on new, rescheduled or canceled appointments.
Grant individual access to staff
Give team members their own logins and Booking Page links. Direct each customer to the most relevant financial specialist.
Reduce back-and-forth calls
Automate scheduling with your customer-facing online Booking Page. Spend less time organizing meetings and more time in them.
Set up recurring appointments
Schedule appointments in advance for your regular clients. Ideal for tax advisors and financial specialists with annual peaks in demand.
Financial advisors ❤️ Setmore
- Mt. Diablo Tax Pros
Setmore has helped us grow 300% to 600+ clients over the past 3 years! Clients like the ease of booking, staff appreciate the notifications and reminders.
―Jeffrey J. Rondini A successful virtual financial services model can increase sales productivity by 175% compared to in-branch interactions.*
With financial services scheduling software, you can book, get paid for, and host virtual sessions online. Offer more frequent interaction and reach clients around the world with Setmore.
*McKinsey
“ This software has changed the way we do business.
Offer customers simple self-scheduling for bank, mortgage, tax, investment, insurance and more financial advisor appointments.
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Automate appointment reminders
If you’re in back-to-back consultancy meetings or travelling as an insurance agent, a last-minute cancelation can throw off your whole day. Make it easy for clients to remember their appointments with automatic alerts, via text and email. Let Setmore prompt your clients while you work, and help to reduce no-shows.
Accept payments securely online
Busy tax periods can mean an influx of clients all at once. Spend less time invoicing and more time crunching numbers, by allowing customers to pay for your services online. Connect your financial advisor appointment setting software with Stripe or Square and take contactless payments by card.
Get real-time booking updates
Stay in the loop whether you’re in the office or off-site. Your financial appointment setting software alerts you each time a booking is made, rescheduled or canceled. Not only will your calendar sync between devices, you have instant access to all client details via desktop, mobile and tablet.
Showcase your 5-star service
Whether you’re part of a national bank’s mortgage team or an independent financial advisor, highlighting your credibility for prospects is a must. Display your customer reviews on your Booking Page to build trust and encourage more bookings. Learn more about automating review requests following appointments.
Choose an all-in-one financial services appointment app
Create your financial services Booking Page
Customize your online Booking Page to showcase your full range of services. You can even use it as a standalone website! Add your available time slots and let customers self-book appointments 24/7.
Book customers directly from your website
Embed a booking button on your site to turn traffic into new clients. Appointment setting for financial advisors has never been so convenient. Connect Setmore with WordPress, Squarespace and more.
Sync your calendars to avoid double-booking
Link Setmore with your Google or Office365 calendars to align your personal and professional events. Get a full view of your schedule and ensure customers only book appointments when you’re free.
