Financial Service Appointment Scheduling software
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Deep features for winning financial services companies
Clients can book financial consultations instantly
Whether it’s for a portfolio review or a debt restructuring chat, instant booking saves time on back-and-forth. It keeps your pipeline organized and your day predictable.

Showcase services, outcomes, and client trust
Use your booking page to highlight the services you offer—retirement planning, wealth management, risk assessment. Share success stories and make your firm’s value clear. With good industry booking software, this becomes a high-converting touchpoint.

Collect goals, timelines, and financial concerns upfront
Asking a few questions while booking—like investment horizon or pain points—lets you walk into meetings with real context. You’ll waste less time and build faster trust.

Reduce no-shows with smart automated follow-ups
Clients juggling money matters often miss appointments. Timely reminders keep them on track and ensure you don’t lose valuable hours on empty slots.

Collect planning fees or deposits securely online
Whether it’s a paid discovery call or a retainer for long-term advisory, collecting payments upfront via your industry scheduling software creates a smoother engagement from day one.

Coordinate calendars across advisors or firm branches
For teams working across locations or markets, scheduling can get messy. Centralizing it all in one industry scheduling software ensures transparency and reduces scheduling conflicts.

Offer varied sessions with unique durations and outcomes
A 15-minute check-in on savings goals isn't the same as a full portfolio analysis. Tailor service types with proper buffers, durations, and outcomes to keep delivery sharp.

Balance lead distribution across multiple financial advisors
If multiple advisors are taking new clients, round-robin logic ensures fair distribution. That means less internal conflict, and faster responses for prospects.

Showcase individual specialties and financial strengths
Let clients choose who they speak with—whether it’s an insurance expert, a retirement planner, or someone who handles early-stage startups. Profiles help match people to the right guidance.

Quickly adapt for seasonal spikes or travel schedules
Some quarters are intense—especially around tax season or market volatility. Flexible availability settings help you expand or restrict your calendar without breaking routine.

Embed booking links into portals, emails, or social media
Clients may discover you anywhere—on LinkedIn, through a newsletter, or at an event. A consistent booking link makes sure they can act fast, wherever they are.

Easy Setup. On-Call Help When You Need It
Switch from old clunky Financial Service Appointment Scheduling software
5-minute setup
Book With Confidence
No technical skills required
Stress-free experience
Call + Email support
Flexible contact options
Financial Service Appointment Scheduling software which covers all niches
No commission, No license fees.
Just simple, fair pricing
(save upto 20%)
Free Plan
- 2 events
- Multiple calendars
- Automated meeting reminders
- Customisable scheduling page
- Customisable booking questions
Standard
- All free features
- Unlimited events
- Zapier integration
- Paypal integration
- Priority Support
Teams
- All standard features
- Teams scheduling page
- Round robin scheduling
- Collective scheduling
Enterprise
- All teams features
- Account manager
- Custom integrations
- Phone Support
- Personalised onboarding & Training
100% of features needed in a Financial Service scheduling app
Latest news in Financial Service scheduling space
Frequently Asked Questions
Authored & Reviewed by:
Emma Roberts is a legal technology consultant based in Chicago, Illinois, with over a decade of experience working with law firms, CPA practices, and independent consultants. After graduating with a degree in Political Science from Loyola University Chicago in 2012, Emma started as a paralegal and later moved into operations consulting. Throughout her career, Emma has helped professional service firms streamline everything from client intake forms to appointment scheduling platforms, helping firms respond faster and close more high-value clients. She believes that “in legal and financial services, your ability to book the first meeting quickly says more about your firm than any website ever could.” When she's not advising clients, Emma is an amateur baker and often spends Sundays experimenting with new pastry recipes.
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Pranshu Kacholia is the founder of Lunacal.ai, a next-generation calendar scheduling platform built to turn passive booking pages into active brand experiences. He has in-depth expertise of building appointment booking tools and implementing them across industries. Before founding Lunacal, Pranshu served as the Head of Marketing at Happay (India’s largest T&E platform) and ClickPost (Asia’s second-largest logistics intelligence platform). His work at Happay contributed to the company’s expansion into enterprise markets, while at ClickPost, he played a key role in positioning the brand as a category leader across India and Southeast Asia.
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