For financial services
Client meetings, booked and compliant.
Branded booking pages, intake questions, secure data handling, and reminders — so advisors spend time advising, not scheduling.
Start free trial15-day free trial · no credit card required
Meetings by type
0illustrative · this month
Review0
Planning0
Onboarding0
Illustrative — your real numbers appear in Insights.
0
phone tag to book
0%
clients complete intake first
0 click
to revoke access anytime
Built for how you work
Clients self-book in seconds — advisors stay in flow.
Branded booking page, real availability, instant confirmation. No phone tag, no email back-and-forth.
Old way: Advisors spend significant time each week coordinating meeting times with clients over phone and email.Custom intake questions on every booking.
Clients answer your required fields before confirming. Every advisor walks into every meeting prepared.
Old way: Client intake is inconsistent — some advisors collect information before meetings, others walk in blind.Encrypted tokens, GDPR-ready, disconnect anytime.
OAuth tokens are encrypted at rest. Client data can be deleted on request. DPA and privacy docs available.
Old way: Third-party calendar tools accessing client meeting details raise compliance and data privacy concerns.Live in 60 seconds
Ready to get started?
Start your 15-day free trial — full access, no credit card required.