Digitally transform your financial services firm with intuitive online booking and engagement software

Appointedd is a quick and easy way to optimize your billable staff time, whether they’re working in the office or fully remote. We already power two of the Big Four global accounting firms with online booking, empowering clients to book virtual appointment services online, 24/7.

Appointedd is proud to power:

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Online, 24/7
Boost bookings with accessible tools that enable your clients to book appointments online, at any time, from anywhere.
Connect virtually
Appointedd integrates with Zoom and MS Teams so you can stay connected and meet your clients online.
Global influence
Schedule international meetings and consultations effortlessly with multi-timezone and multi-language features.
Stringent security
A compliant and secure scheduling solution - Appointedd’s world-class security is ISO 27001 certified.
Operate efficiently
Appointedd integrates seamlessly with the business tools you need for optimum efficiency and results.
Desktop And Mobile Booking Widget

Stay connected with your clients online

Let your clients know you are still operating and are able to serve them from anywhere with bookable online services.

Our feature-rich technology optimizes bookings to be made in as little as 7 seconds and achieves booking conversion rates of up to 98%.

Empower your team to spend less time manual scheduling and more time maximizing client opportunities.

Save time on scheduling and appointment follow up

Future proof your business by using Appointedd’s evergreen cloud-based technology to offer financial services online. Appointedd empowers your team to engage clients across channels – both online and in-person.

Enable clients to book any service online 24/7, and automatically trigger confirmation and reminder emails or SMS and create a compliant digital audit trail. 

Smart Communications SMS And Email
Appointedd Zoom Video Conferencing Integration

Meet your clients online via video

Appointedd digitally transforms financial services and empowers your clients to book calls, video consultations or virtual events online, 24/7.

Appointedd automatically creates bookable video calls links which are included within confirmation and reminder communications. A simple but seamless online client journey.



Virtual consultations
Meaningfully engage clients via virtual services that empower you to meet your clients online, from wherever you are.
Virtual client events
Connect with your clients at home with exciting events: launch new services or host VIP networking evenings online.
In-person meetings
Streamline your online to offline client journey. Use automatic buffers to space out appointments and remain safe.

ROI calculator

Ever wondered how much time your staff could save on manual scheduling? By using our ROI calculator, you can find out how much time, money, and resource your business will save by introducing Appointedd online booking tools for client scheduling.

We already work with some of the world’s best, including two of the Big 4 and leading Financial Services firms.

To use the calculator, just enter some basic variables, and we’ll tell you how much you could save with Appointedd.

Reclaim your admin time

Save up to:

{[ dayAppointments() | number:0 ]} extra hours per day

{[ monthAppointments() | number:0 ]} extra hours per month

{[ yearAppointments() | number:0 ]} extra hours per year

Multiply your revenue

Generate an extra:

£{[ (cust_call * calls_per_day / app_time) * app_cost | number:0 ]} per day

£{[ (cust_call * calls_per_day / app_time) * 5 * 4 * app_cost | number:0 ]} per month

£{[ (cust_call * calls_per_day / app_time) * 5 * 4 * 12 * app_cost | number:0 ]} per year

Request a custom demo of the software to get started

Request a demo

Enhance global operations

Appointedd’s multi-timezone and multi-language functionality makes it easy for your consultants to engage a global audience. Clients can view and book appointments in their local timezone and native language. Every consultant in your team also has the ability to operate in a different timezone, independent of the business and the rest of the team.

Timezones
ISO 27001 Certification Icon

World-class security

Appointedd’s technology has market-leading security credentials and our scheduling solution has been chosen over competitors based on the strength of our security. Appointedd complies with EU General Data Protection Regulation (GDPR) and is ISO 27001 certified, which relates to how we manage our own business data, how we manage your client data, and how we handle the data associated with our client’s customers. 

Minimal change management required

With over 30 integrations with leading business management applications, your digital transformation can be fast and simple. Appointedd works with your existing tools, shares information, and saves time all while you maintain the quality of engagement with your clients. Appointedd’s API and Webhooks also provides a deeper level of integration with your existing systems, allowing for seamless connections with minimal change management required. 

Booking Widget On Multiple Devices
Activity Log

Compliance made simple

Appointedd works with two of the Big Four global accounting firms to automatically track and record information their organizations need to stay compliant. All details are compliantly stored against individual client records for a complete and automatic digital paper trail. Information gathered through Appointedd also integrates with your calendar, CRM, and existing systems for improved operational efficiency.

Collaborative team tools

Improve your client scheduling with our cloud-based system that can be accessed from anywhere, ideal for financial services teams and consultants working remotely. A range of collaborative features allow for seamless workflow and enhanced client service from your team:

  • manage individual bookings and consultations
  • instantly view booking and customer information
  • add notes and updates to bookings 
  • sync your Appointedd calendar with your work calendar
Appointment Software Laptop Screen
Appointment Scheduling On A Laptop

Maintain brand presence

Personalize your booking tools to reflect your professional brand. Appointedd’s fully customizable features allow you to align your client booking tools with your website and other online branding. You can edit and customize:

  • brand colors
  • company logos
  • font and imagery
  • business information, such as location and opening times
  • available services with descriptions