Secure online booking software for financial services
Appointedd empowers FTSE 100 Financial Services institutions to automate scheduling on a global scale and digitise customer engagement in a way that drives operational efficiency, increase profitability and enhance customer satisfaction.
Trusted by two of the Big Four accounting firms alongside
Drive operational efficiency, profitability and customer engagement
Appointedd helps 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 in just two taps.
Why Appointedd
Appointedd’s evergreen booking and scheduling software is trusted by leading companies to improve the customer experience, accelerate revenue streams, and simplify global operations.
Top-class account management
Our experienced team offers clients bespoke, proactive and strategic support and is there to help them every step of the way.
Flexible and scalable scheduling
We offer multi-language and multi-timezone scheduling tools along with unlimited bookings, 4,000+ integrations and our fully open API.
Evergreen and cutting edge app
We constantly innovate and add new features and integrations, available to all customers at no additional cost, and with no downtime!
Proven results
Save up to 7 hours 45 minutes per team member on manual scheduling per week
35% increase in department efficiency
Optimized to take bookings in as little as 7 seconds
Appointedd's features for Financial Services
Automatic calendar sync & real-time availability
Connect Appointedd with all major online calendars, such as Outlook, Google, iCloud, Office 365, and Exchange.
Automated reminders and follow ups via email and SMS
Our system automatically generates booking confirmations, reminders, and follow-ups – maintaining consistent touchpoints with your customers and saving you valuable time.
Single sign-on with SAML
Manage user access to various systems through one central Active Directory.
Multi-factor authentication
Prevent hacking by enabling two tiers to login, via your password and phone.
Multi-timezone and language functionality
Appointedd automatically account for local timezone differences, daylight savings, and international availability. Our tools can be used in over 16 languages, including French, German, Spanish, Italian, and more.
ISO 27001 & Cyber Essentials Plus certified
ISO 27001, internationally recognized security standard, is a mark of how seriously we take your data security. Our Cyber Essentials Plus certification demonstrates our approach on best practises in cyber security.
Manage user permission levels
Security is at the heart of everything we do. Our multi-user management system allows you to set different user permission levels and track all the activity on your account.
Open API
Our online booking system API works hard to simplify your scheduling to ensure your business operations are connected, efficient, and manageable.
Transforming customer service
Read how an appointment based model helped a global investment management firm streamline its operations and improve customer service:
- Enabled the team to flex their calendars based on demand, and adjust availability based on the amount of resources in a given skillset
- Elevated its professionalism and increased control of the service since moving away from the helpline
- Better able to triage appointments and send queries to whomever has the most expertise on the topic, relieving time constraints and creating a more enjoyable and efficient user experience.
Build connections and unlock opportunities
Provide a frictionless customer experience
Enable your customers to easily schedule an online or in-person appointment at any time, from anywhere and on any device.
Provide customers with the best experience with automated email and SMS booking confirmations, reminders and follow-ups to keep the engagement going.
Best in class technology partner
Appointedd has security at its heart and provides you with Single Sign-On, multi-factor authentication and user permission levels. Appointedd is also GDPR compliant, ISO 27001 certified and CCPA compliant.
Appointedd’s integrations and open API allow you to connect our platform to any other back-end or front-end software or legacy system.
Appointedd’s powerful reporting gives you the insights you need to better manage your business and team and achieve optimal results.
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’s online booking tools for client scheduling.
Your Results
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
World class integrations
Appointedd’s many partnerships extend our offering even further, with 4,000+ integrations and our fully open API.
Start free trial
14 day free trial. No credit card required
Fast setup, no tech skills needed
Free account setup call and 24/7 live chat support
Take your first booking in under 5 minutes
For enterprise
Dedicated account management
Ongoing strategic support and enterprise SLAs
In-depth data and reporting
Team of in-house industry experts