Financial Services scheduling software

Strengthen client relationships with our professional and simple scheduling software that’s perfect for your

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scheduling tool

Increase customer satisfaction and boost sales

Simplify your client journey
Give your clients an engaging, consistent and connected digital experience at every touch point. Whether it’s a one-on-one first time consultancy, an ongoing loan discussion, or attendance at your monthly mortgage seminar, one thing is for sure: allowing prospects to learn about the services you offer, check your availability, and schedule themselves online is hugely beneficial for everyone involved.

By being online bookable you leverage technology to improve your customer's omnichannel experience. They will appreciate being able to schedule a consultation at their local branch, in their own terms, and through the channels or devices they might prefere.

Use online booking to win prospects

Potential clients want to book an appointment at the peak of their interest - but that may be outside of your working hours. With TIMIFY you can capture these prospects:
  • Integrate booking buttons that link to your booking widget as a strategic "call-to-action" on your website, landing pages, and as part of your email campaigns.
  • Prospects can book an appointment at their preferred location, at any time that suits them, in just a few clicks
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Increase productivity in the workplace

Branch management tool

Branch management Tool
Our Branch Manager tool gives you the perfect overview of all client bookings from all branches, streamed in real time to your main dashboard.
Each local branch account offers in-depth booking statistics, client and employee details as well as booking histories.

Brand support

customised appointment booking widget
  • Your booking buttons and booking widgets can be created in your corporate design, style and personal touch.
  • Your emails can be customised to the service booked.
  • A complete "white label" solution can also be created, if desired

Booking dependencies

Booking dependencies
"Dependencies" between a service and all necessary resources can be created for each appointment. For example, for the service "mortgage advice", a financial advisor, a conference room and a computer will be all booked jointly when this service is booked online.
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Provide an exceptional customer experience and watch as your conversions grow

Effective communication

appointment reminders by email and sms
Clients receive email confirmation as soon as they book. Updates are also sent in real time. Reminders are sent in advance of their appointment via email and/or text - reassuring your customers that you look forward to meeting them, whilst giving them the option to cancel or reschedule.

Prepare for every client meeting

  • Modify the booking process to capture additional data that you believe is relevant, and that should be filled in by your customer when making a booking online
  • Based on this additional information you can prepare your meeting and be ready for the client
  • Furthermore you can tailor additional offers for cross and/or up-selling

Mobile optimised booking

  • Most of your bookings are made through smartphones - rest assured, all our software and interfaces work wonders in mobile environments
  • We can provide you with the necessary API to integrate the booking process directly into your own mobile apps
  • Alternatively, we can build an app exclusively for you

Learn about your business - from every angle

A fresh insight on your performance

A fresh insight on your performance

Want to know what your clients think about your institution and staff?
  • Have automated feedback requests go out after your client meetings to understand what they liked and what can be improved.
  • Add any specific questions you would like them to answer. 
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Knowledge is powerful

Data is imperative for fast and profitable decision making. Our Statistics Dashboard and Enterprise app offer valuable data on
  • Booking statistics
  • Revenues 
  • Branches, employees and services their performance
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We equip you with the tools you need to perform at your best

Mobile and tablet Apps for scheduling
Connect your TIMIFY account with any Google Calendar, Microsoft Exchange, Office365 for the best in appointment management.
Scheduling integrations
Integrate TIMIFY into your existing IT infrastructure with our RESTful API. Integration with other CRM systems is simple and straightforward.
Customised apps
We often build apps for our clients to compliment their TIMIFY calendar, other existing software and to fill in any gaps that are specific to their needs. Just tell us what you need.
All data handled by our systems is stored in the cloud under the EU-GDPR regulations. It is also possible to store data on a virtual server or in a system on your organisation’s premises.
Would you like to learn more? Let us know and we’ll be happy to help.
Contact us now
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