Skip to Main Content

Booking software for enterprise level financial services

Appointedd partners with two of the Big Four accounting firms and other leading financial institutions to deliver digital transformation with a secure and reliable scheduling automation platform that empowers clients to book online and in-person appointments.

Our Financial Services clients save valuable time and money by using Appointedd to cut back on manual admin whilst improving customer experience. 

Speak to an expert

Drive operational efficiency, profitability, and customer engagement

Appointedd’s scalable and secure software platform allows businesses across the sector to make online booking a seamless experience for both customers and colleagues. Clients enjoy a return on investment both through customer engagement and through time saved for their business.

Success our clients see with Appointedd


reduction in cancellation rate


increase in virtual appointments in one month


reduction in no-shows

Strategic partner across financial services

Appointedd works with a wide variety of businesses to offer bookable services and streamline operations.

Asset and wealth managers

Mortgages and lending providers

Financial advisory firms and IFAs

Retail banking, building societies, and mutuals

Pensions and retirement providers

Insurance brokers

Why Appointedd

How we differentiate

  • Quick implementation timelines, we can get you up and running in just a few weeks
  • Bespoke account management
  • User-feedback processes for collaboration with clients
  • In depth data and analytics at your fingertips
  • Optimised for large teams and crossfunctional input
  • Market insights to keep you ahead of the curve
  • Robust security; ISO 27001 & Cyber Essentials Plus certified and more
See more details on our security features

Common use cases

Bookable meetings in person, video calls, and phone calls

In person events and online webinars

Internal operations and employee services

Key features out of the box

  • External calendar sync with all major providers
  • Microsoft Teams integration
  • Automated reminders and follow ups
  • Single sign-on with SAML
  • Realtime availability
  • Open API to easily embed on your website or app
  • Customisable booking tools to fit your brand

All at no extra cost. Our software has a reliable four years of uptime, and all data is stored in Dublin, Ireland.

Appointedd is proud to power

Speak to one of our financial services experts

Book a call at a time that suits you below.

Appointedd fits with the tools you trust

Integrate with the tools already approved by your organisation.


Maddy Fish talks about data insights and reporting

In this interview, we meet with Madeline Fish, Senior Client Success Manager...

By Elspeth Coates-Gibson

Read more

5 reasons why you should avoid building your...

Frequently, large companies and international organizations consider implementing an online scheduling system...

By Team Appointedd

Read more

Greg Dickson talks about the localization feature

In this interview, we meet with Greg Dickson, Chief Technology Officer at...

By Alice Beeby

Read more