Financial Services · Advisory

Portfolio Review Appointment Scheduling

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

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

  1. 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).
  2. Sends pre-meeting materials the adviser wants reviewed ahead of time.
  3. Confirms the appointment and sends reminders ahead of it.
  4. 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%