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CALENDLY PARA SERVIÇOS FINANCEIROS

Encante os clientes com o agendamento de compromissos simples

Entre em contato com os clientes mais rápido, atenda a mais clientes e aumente o seu negócio.

Encante os clientes com o agendamento de compromissos simples
CI Assante Wealth Management achieved 323 ROI with Calendly

CI Assante Wealth Management achieved 323% ROI with Calendly

Find out how CI Assante Wealth Management streamlined scheduling for hundreds of financial advisors and delivered an intelligent, user-friendly experience to their growing list of clients.

323%

ROI

143%

increase in client outreach

13,607

hours reclaimed

Soluções

Ajudando instituições financeiras a aumentar a rentabilidade

  1. Help more clients achieve their goals

    Eliminate time-consuming, manual scheduling so your advisors can focus on establishing strong relationships with clients and creating personalized investment strategies.

  2. Boost client engagement

    Make it easy for clients to self-schedule appointments when they want to review their portfolio, discuss market changes, or make adjustments when life changes.

  3. Embrace digital transformation

    Attract the next generation of investors with a digital-first scheduling process that lets them meet with you when and where they want to.

  1. Empower agents to sell more

    Gain a competitive advantage by ensuring your agents are the first to connect with prospective clients.

  2. Personalize the client experience

    Proactively meet with clients to learn about their long-term goals, ensure their existing coverage meets their needs, and discuss renewal options.

  3. Put an end to time-consuming scheduling

    Free up your agents so they can talk to more prospective clients instead of wasting valuable time figuring out when to meet.


  1. Enhance the customer experience

    Enable customers to schedule appointments when it is most convenient for them at the branch of their choice. Quickly route walk-in customers to an available specialist so they never have to wait.

  2. Eliminate phone and email tag

    Gain a competitive advantage by ensuring your experts can quickly connect with customers to discuss account features, complete loan applications, or verify interest rates.

  3. Maximize efficiency across branches

    Ensure each branch has the necessary experts based on scheduled appointments and discover which locations have the highest volume of appointments, have capacity issues, and more based on analytics.

  1. Grow assets under management

    Increase distribution of key funds by efficiently engaging more Financial Advisors, Institutional Clients, and Retirement Plan Consultants.  

  2. Eliminate missed booking opportunities

    Streamline the labor-intensive and inefficient scheduling of face-to-face meetings when sales reps are traveling in their territory or attending industry events.

  3. Optimize your sales efforts and reduce costs

    Improve time allocation between your inside and outside wholesale teams when coordinating meetings with Financial Advisors.

WHY CALENDLY

Make simple appointment scheduling your competitive differentiator

Connect with more prospective clients ahead of your competition
WIN MORE BUSINESS

Connect with more prospective clients ahead of your competition

Book high-value clients on the spot and easily add additional guests — such as a spouse, business partner, or client’s tax advisor — to any appointment to win more business.

Boost client engagement with easy self-scheduling
ENHANCE CLIENT EXPERIENCE

Boost client engagement with easy self-scheduling

Empower clients to schedule appointments when and where they want to.  Embed Calendly anywhere on your website, such as on your advisor, agent, loan officer, or branch locator page, so clients can conveniently self-schedule appointments whenever they want.

Improve efficiency and spend more time serving clients
INCREASE SHOW RATES

Improve efficiency and spend more time serving clients

Ensure clients show up to their appointments while decreasing manual work by automating appointment reminders via email or SMS. Connect Outlook and Gmail to send personalized communications, reminders, follow-ups, and more.

NewISO-27001 Certification

Ensure security and compliance across the scheduling lifecycle

Security-SOC
Security-DSS
Security-GDPR
Security-CCPA
Security-Star
Sercurity-ISO-27001

Calendly follows FINRA and GLBA guidelines, is ISO/IEC 27001 and SOC 2 Type 2 certified, and PCI and GDPR compliant. Deploy Calendly confidently using SAML-based SSO with leading identity providers including Okta and Azure. Increase oversight with Domain Control and audit account activity with email and SMS communication archiving, activity logs, and more.

Veja como o Calendly mantém você seguro

“Calendly lets you truly customize the way you interact with customers. Within a large company, you can keep it simple or you can go in-depth and make it do whatever you want. Either way, you get incredible benefits.”

Nancy McMahanDirector of Client Engagement, Churchill Mortgage

“For me, it's a no-brainer. Our advisors are happy, and our clients are happy. The cost of Calendly is pennies to the dollar compared to its value.”

Asiya Khan Manager, Branch and Business Practice, CI Assante Wealth Management
Calendly features

Automatize para melhorar sua experiência de cliente

Criar processos

Criar processos

Envie automaticamente emails personalizados e em conformidade total, antes e após os compromissos, para reduzir as ausências e impulsionar a participação dos clientes.

Incorporar o Calendly

Incorporar o Calendly

Adicione o Calendly em qualquer lugar do seu site, como na sua página de consultor, agente, gestor de empréstimos ou na página do localizador de filiais. Assim os clientes podem agendar seus próprios compromissos com praticidade quando quiserem.


Simplify complex meetings

Simplify complex meetings

Set up a Round Robin to ensure your team engages with prospects as quickly as possible. Use Group events to host webinars and informational sessions with multiple clients, and easily schedule multi-person appointments for two or more stakeholders.

Relatórios e estatísticas

Relatórios e estatísticas

Review client-facing engagements, optimize scheduling processes based on data, take advantage of every booking opportunity, and more.

Integre com sua pilha de tecnologias existente

Integre com sua pilha de tecnologias existente

Conecte perfeitamente sua agenda, ferramenta de videoconferência, Salesforce ou outro CRM e muito mais para aumentar a produtividade e eliminar tarefas manuais.

Normalizar as práticas recomendadas

Normalizar as práticas recomendadas

Atribua e bloqueie detalhes da reunião para sempre apresentar ao cliente uma experiência profissional e simplificada.

Coordene várias agendas

Coordene várias agendas

Faça pesquisas com clientes e outras partes interessadas, como seu cônjuge, parceiro de negócios ou consultor fiscal, para encontrar facilmente o melhor horário para que todos possam se conectar.

Don’t just take it from us

Hear it from our customers

"Love Calendly. The integration with my calendar, CRM, LinkedIn DMs, and website makes appointment setting a breeze."

“Previously, I would ask the client to propose a couple of preferred dates and times for our call or meeting. With Calendly, the client is able to select from a range of dates and times, streamlining the process and saving so much time.”

“Calendly is an excellent timesaver by removing the mundane task of arranging to meet with clients and saving our team lots of time.”

Planos de preços

Escolha o plano ideal para as suas necessidades.

Teams Plan

Quando sua equipe precisa alinhar um processo de agendamento e colaborar de maneira eficiente.

Enterprise Plan

Para equipes que precisam de segurança, controle administrativo e suporte de nível empresarial. Inclui compras de nível empresarial.

Starts at

$15k

/ year

Fale com o setor de Vendas

Agende compromissos mais rápido

Elimine os problemas de agendamento para poder se concentrar no atendimento aos clientes.

Elimine os problemas de agendamento para poder se concentrar no atendimento aos clientes.