# Portfolio Review Appointment Scheduling — Financial Services AI agent | Mihu AI

Financial Services · Advisory

# Portfolio Review Appointment Scheduling

Keep the adviser's review calendar full and on schedule per each client's agreed cadence.

Set up this outcome

## Apps this needs

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

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

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

## How it works

Tracks each client's agreed review cadence via the CRM and proactively reaches out to schedule, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Sends pre-meeting materials the adviser wants reviewed ahead of time.

Confirms the appointment and sends reminders ahead of it.

Handles rescheduling smoothly if needed, written to the calendar, without letting it drop off entirely.

## Data sources

CRM client review cadence data Adviser calendar

## What it targets

Clients scheduled per their agreed cadence Target 92%

Reviews completed within 30 days of the cadence target Target 88%