Stay ahead with intuitive online booking for financial and professional services
Improve client growth, drive retention, and stay compliant with MiFID II
Book a 15 minute call
Enhance the customer journey
Consumers are seeking new ways to engage with financial services. The new face of the wealth management client requires accessibility, transparency, and a tailored, personalized service. With real-time, 24/7 online booking for wealth management and financial services, clients can book calls or in-branch consultations with advisors with convenience and flexibility.
Future-proof your business with our expert guide Learn how you can build an automated digital audit trail for effortless complianceDownload
Compliance made simple
Appointedd automatically tracks and records all the information you need to stay compliant with regulations such as MifiD II, GDPR, AML, and KYC. This includes dates, times, locations, attendees of meetings, as well as records of all automated communications with clients. These records are stored against individual client records automatically for a complete digital paper trail. Information gathered through Appointedd also integrates with your calendar, CRM, and accounting systems for improved efficiency throughout the business.
Ensuring compliance and security
With the functionality to secure, monitor, and report on appointments, Appointedd can help you stay compliant with industry requirements. We automate the process of tracking and recording all client communications and appointments, allowing you to effortlessly comply with regulations such as MiFID II, KYC, and GDPR. Our technology also has market-leading security credentials and has been chosen over competitors on the strength of our security. So your data, and your clients’ data, is as secure as possible.
Investing in productivity
Drive business forward and safeguard for the future by becoming better and faster at providing your services. Appointedd turns the 15-minute average for arranging an appointment over the phone or by email into just 30 seconds with self-serve online booking tools. With automated and filterable business reports and the ability to manage capacity of appointments, see the benefits in operational savings to your business and increased customer satisfaction.
The popularity of mobile banking and mobile financial services has been rising steeply for some time, and only looks set to continue. Yet many financial businesses do not provide a mobile-friendly way for clients to interact. Appointedd’s booking tools are mobile responsive and can be incorporated into mobile apps or mobile websites for a fast and easy way for customers to engage.
Automation with a personal touch
Improve the efficiency of your client communications without losing the human core of your company’s values with fast, simple user experience. Send automated emails and SMS with customized content to clients, making it simple and seamless to follow up and keep in touch. With customer notes, you can make a record of any information you need to provide a truly personalized service, and have it on hand whenever you need it.
Integration with your existing systems
Appointedd has a two-way integration with all major calendar systems, including Outlook, Exchange, Google, Apple, and Office 365, so there’s no need to change how you and your team manage your schedules. By connecting your existing calendar to Appointedd, only available times are bookable and creating custom rules allows you to ensure you’re only booked when you want to be.
With over 30 integrations with leading business management applications, from CRM to HRM and much more, your tools can work together and share information, saving you time and improving the quality of service that your clients receive.
Appointedd’s API also provides a deeper level of integration with your existing systems.