Scheduling for financial services

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

Simplify your client journey

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.

Why not leverage technology to bring back intimacy and personal attention and improve your customer's omnichannel experience? Prospects will appreciate you being transparent about the services you offer and being able to schedule a consultation at their local branch, in their own terms, and through the channels or device they might prefere. 
 

Use online booking to engage prospects

Capture potential clients at the peak of their interest - when they’re ready to set up an appointment. Integrate booking buttons that link to your customisable 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 a time that suits them - in just a matter of clicks.
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Seamless integration and customisation

Reinforce your brand

customised appointment booking widget
Your booking buttons, booking widget, emails, booking confirmations, reminders and follow up notifications will have your corporate identity, style and personal touch. Customise your emails, add attachments or send additional info based on the service that was booked. The overall effect is so seamless, your clients won’t even recognise that you're using our software.

Branch management Tool

Customised emails
With our Branch Management tool, you will have a perfect overview of all bookings across all your branches and subsidiares on the main dashboard. You can also login to each branch account and have instant access to their booking information, statistics, customers and employees details. 

Mobile optimised booking

Mobile optimised booking
Most of your bookings will come from mobile - rest assured, all our software and interfaces work beautifully on smartphones. We can provide you with the necessary API to integrate the booking process directly into your customer app, or even better, we can build an app just for you.
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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, plus any later updates -all  in real time. Reminders are sent in advance of their appointment via email and/or SMS - reassuring them that you look forward to meeting them, whilst giving them the option to cancel or reschedule.

Obtain the information you need beforehand

Request the information you need to prepare you and your client for their appointment, as part of the customer’s online booking process, so that you can be fully prepared and make the best use of your time together. You and your clients can rest assured, all data is encrypted, saved, and protected to the highest standards. 
 

Exceed their expectations

When they book online, customers can include specific requests or meeting objectives. Knowing this information in advance means your staff can prepare for the meeting perfectly, and introduce products that may further benefit the client to cross and/or up-sell.

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 clients’ meetings to find out what they liked and what they think can be improved. Plus pose 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 present you with valuable data on booking statistics, revenue, plus how your branches, employees and services are performing.
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We equip you with the tools you need to perform at your best

Mobile and tablet Apps for scheduling
Our beautiful range of apps for mobile desktop and tablet, with unique logins for each team member, ensures you’re all on the “same page”. Rest assured all information is safe and secure in accordance with EU GDPR.
Scheduling integrations
Connect your TIMIFY account with any existing software your institution uses, such as Google Calendar, Microsoft Exchange, Microsoft 365 or even marketing automation tools, such as HubSpot, Eloqua, Hatchbuck and Mailchimp
Customised apps
Did we miss something? We often build apps for our clients that compliment their TIMIFY Calendar and existing software, to fill in any gaps that are specific to their needs. Just tell us what you're missing.
group events booking tool
Don’t be put off organising events like evening seminars, workshops or webinars again - our simple Group Bookings tool takes care of group enrolments for you. And it takes just a few clicks to set up.
Do you want to find out more about how TIMIFY can work for your consultancy? Make an appointment with our friendly sales team to talk things over.
Book a free consultation
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