# Adviser Appointment Booking — Financial Services AI agent | Mihu AI

Financial Services · Servicing

# Adviser Appointment Booking

Keep adviser diaries full and reduce the no-shows that waste a regulated hour.

Set up this outcome

## Apps this needs

Core / Policy System Lending, policy or subscription system for renewals & balances. Connect during setup

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

## How it works

Customer asks for an appointment, or one is due a reminder .

Agent matches them to the right adviser by specialization and account minimums , via the CRM roster, and books the slot in their timezone .

Confirms and reminds on the customer's channel, in their language, sending pre-meeting materials where applicable.

Collects the documents needed beforehand so the hour isn't wasted.

Rebooks cancellations into the next free slot and logs the outcome to the CRM . The agent handles logistics only — no advice is given at any point .

## Data sources

Adviser calendars Appointment types Document checklists CRM

## What it targets

Appointments confirmed Target 98%

No-show slots refilled Target 21%

Documents received in advance Target 80%