Meeting scheduling made simple for your financial services
Shift your focus from managing calendars to interacting with clients, and position your business ahead of the curve. Automate your client appointments, build strategic relationships, and share profitable insights easily with scheduling software.
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Why do finance professionals need scheduling software?
As a financial service provider, your plate may already be full with market research, analysis, documentation, and more. Why let scheduling issues add to the burden? If any of the reasons below strikes a chord, then your business is ready to adopt scheduling software:.
- You struggle to manage your calendar amidst the flurry of client requests.
- Your client appointment details are all over the place.
- You’re spending too much time on setting up meetings instead of client interactions.
- Coordinating with multiple stakeholders has become a headache.
- Your current scheduling system is causing frustration for your clients.
Why Zoho Bookings for financial service providers?
Let your clients self-schedule in seconds, freeing you up to provide timely assistance. Experience the ease of automated notifications, reminders, and payment collections—all while keeping things personalized with a fully customizable booking page and tailored email alerts. Keep strengthening your clients portfolio; we’ll take care of the rest!
With Bookings, every finance professional can offer timely, client-centric consultations
Regardless of what your role is in finance—be it a wealth manager, portfolio manager, or financial advisor—we help you boost profits, engage clients, and increase productivity through seamless scheduling experiences.
Accountants
Your expertise lies in P&L statements, compliance, and accurate insights. We aim to compliment your efforts by streamlining your scheduling and helping you expedite client meetings without deviating from your core accounting practice.
READ MOREWealth managers
Offer tailored financial guidance? Finding it challenging to balance client meetings with portfolio management? Discover how Zoho Bookings can streamline your scheduling and provide the flexibility to focus on growing your clients' wealth.
Tax professionals
It's likely you often find yourself swamped with last-minute requests and ad-hoc tasks. Here’s how we can help clear your desk of scattered paperwork and streamline your appointments around your busiest seasons.
Financial advisors
Stay focused on delivering exceptional financial advice while Zoho Bookings manages your appointments, sends client reminders, and organizes meeting details. Let us handle the meeting logistics, so you can prioritize your clients’ financial success.
Essential Zoho Bookings features that every financial service provider needs
Flexible meeting types
Create and host different types of meetings tailored to the financial services you offer—from regular advisory sessions to annual reviews—and assign each type to the respective financial expert.
Customizable availability
Set clear boundaries between your meeting time, work time, holidays, and personal time. This way, clients can only book appointments during times that work best for you.
Automated payment collection
Secure payments upfront—partial or full—to eliminate no-shows and make client payment collection stress-free.
Brandable booking pages and email alerts
Ensure your brand stands out at every touchpoint, from scheduling to sending personalized pre- and post-appointment emails.
Seamless integrations
Extend the boundaries of your pre- and post-meeting tasks by seamlessly connecting with other apps to automate and optimize your business operations.
A word from our customers
Mathew Shaffner, 3 Palms Zoo
“We believe that Zoho Bookings will help you improve your operations and enhance your customers’ experience. We would also like to highlight Zoho Bookings’ excellent customer service. They have provided us with personalized support responses and have been willing to go above and beyond to ensure that we are satisfied with their product.”
Get a 15-day free trial and make your appointments, revenue, and clients grow.
Continue using the free plan after the trial, or upgrade to a paid plan.
TRY ZOHO BOOKINGS NOWFrequently Asked Questions
1. What is financial services scheduling software?
Financial services scheduling software automates the end-to-end scheduling process. It makes it easy for clients to self-schedule meetings 24/7, saving time and reducing no-shows.
2. How do I schedule client meetings using Zoho Bookings?
You can share your booking URL or embed it into your website, and let your clients self-schedule appointments with zero waiting time based on your real-time availability. Once the appointment is booked, everything else—meeting link generation, notifications, reminders, payment collection, CRM updates, and more—is automated.
3. Is Zoho Bookings free scheduling software for financial services?
Zoho Bookings has both free and paid plans. In the free plan, you can sync your appointments, send notifications to your clients, and integrate with meeting tools online. In the premium plans, you'll have access to many more integrations, payment types, meeting options, and customization functionalities.
4. How can Zoho Bookings assist with my time management?
Zoho Bookings' custom availability feature lets you manage your time efficiently. You can set time off, extended hours, holidays, and more. Everything is tailored to your daily, weekly, or monthly schedule, and you can only be booked during times that work best for you.
5. How can I ensure repeated clients with Zoho Bookings?
Zoho Bookings offers extensive customization options to showcase your brand and create a memorable experience for clients. Personalize every touchpoint— from your booking page and booking page URL to email notifications and reminders—ensuring repeat business and seamless interactions.
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