Financial Services · Servicing

Adviser Appointment Booking

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

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

  1. Customer asks for an appointment, or one is due a reminder.
  2. Agent matches them to the right adviser by specialization and account minimums, via the CRM roster, and books the slot in their timezone.
  3. Confirms and reminds on the customer's channel, in their language, sending pre-meeting materials where applicable.
  4. Collects the documents needed beforehand so the hour isn't wasted.
  5. 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%