Banking & Financial 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 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 -even outside working hours.
  • 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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Increase productivity in the workplace

Branch management Tool

Branch management Tool
Our Branch Manager tool gives you the perfect overview: 
  • All client bookings from all branches, streamed in real time to your main dashboard.
  • Log into local branch accounts to view in-depth booking statistics, as well as client and employees details and booking histories

Reinforce your brand

customised appointment booking widget
  • Your booking buttons, booking widget will have your corporate identity, style and personal touch.
  • Customise your emails, based on the service that was booked.
  • We offer as well on demand a "White label" solution

Booking dependencies

Booking dependencies
Create "dependencies" between a service and all the necessary resources related to an appointment. For example, for the service "Mortgage Consultation", a financial advisor, a conference room and a computer will be all booked automatically when this service is booked online.
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Provide an exceptional customer experience and watch as your conversions grow

Effective communication

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.

Prepare beforehand for your client's visit

  • Modify the booking process by including questions that you believe are relevant, and that should be answered by your customer when making a booking online.
  • Use this information to offer tailored products to your customers.
  • introduce products that may further benefit the client to cross and/or up-sell.

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.
  • Even better, we can build an app just 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 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 
  • Branches, employees and services are 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, Microsoft 365 for the ultimate in appointment management.
Scheduling integrations
Integrate TIMIFY into your existing IT infrastructure with our RESTful API. Integration with other CRM systems, including FlowFact, OnOffice and FIO, is simple and straightforward.
Customised apps
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.
gdpr
All data handled by our system is stored in the cloud under the GDPR European Union regulations. It is also possible to store data in a virtual server or in a system on your organisation’s premises.
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.
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