CALENDLY FÜR DIE VERMÖGENSVERWALTUNG
Mehr verwaltetes Vermögen durch vereinfachte Kunden-Terminplanung
Build your competitive advantage with seamless and compliant client scheduling
MAINTAIN COMPLIANCE & MITIGATE RISK
Protect your business and your reputation
Enterprise-grade security and controls including Domain Control, SAML-based SSO, SCIM provisioning, activity logs, and more
Maintain FINRA and SEC compliance with email and SMS communication archiving and safeguard client data with our data deletion API
Calendly follows FINRA and GLBA guidelines, is ISO/IEC 27001 and SOC 2 Type 2 certified, and PCI and GDPR compliant
SIMPLIFY COMPLEX SCHEDULING
Take advantage of every booking opportunity
Streamline the labor-intensive, complex process of coordinating calendars with Financial Advisors, Institutional Clients, Retirement Plan Consultants, and more. Improve time allocation between your inside and outside sales consultants, and increase the number of meetings they can have while delivering a seamless scheduling experience for clients.
IMPROVE OUTBOUND CLIENT DEVELOPMENT
Meet with more clients and increase fund distribution
Include your scheduling link in outbound emails and make it easy for clients to book meetings when they want to review their portfolio or discuss new fund offerings. Easily embed your available meeting times in emails directly from your inbox, share your scheduling link from your web browser, and include your calendar availability in LinkedIn conversations.
INCREASE SHOW RATES
Spend more time building relationships with your clients
No need to manually send reminder emails to ensure clients show up to their meetings. Automate reminders and reconfirmations via email or SMS to their meetings, especially when reps are traveling in their territory or attending industry events. Integrate Outlook or Gmail to stay top-of-mind between meetings by sending personalized thank-yous, follow-ups, and more.
A differentiated experience for sales teams, investors, and advisors
Simplify complex meetings
Easily find a time that works for everyone when you need to bring in fund managers to close a deal. Use Group events to host webinars and informational sessions with multiple clients at the same time.
Don’t just take it from us
Hear it from our customers
“Calendly has helped our team to organize meetings with clients in an intuitive, simple, and professional way.”
“Calendly’s integration with my calendar and CRM makes me more productive.”
“Huge time saver! I love that Calendly saves so much time when scheduling calls.”
Wählen Sie das richtige Abo für Ihre Bedürfnisse.
Wenn Ihr Team sich auf eine Vorgehensweise für die Planung von Terminen abstimmen und effizient zusammenarbeiten muss.