Finance FINANCIAL SERVICES SCHEDULING SOFTWARE
Drive growth through seamless omni-channel experiences

Minimise friction and maximise convenience across every channel. Ensure every encounter is tailored to meet customer needs at all times.

Financial services scheduling software
UniCredit BKK VBU AON HVB
Embrace the future of customer relations

The rise of digital banking has changed the way financial institutions deliver their services. Customers increasingly expect to access the support they need on their terms, booking appointments on their preferred channel, at a time that suits them. This goes beyond simple appointment booking - large-scale operations need an end-to-end service delivery solution that is scalable and secure.

How TIMIFY helps
Offer a synchronised experience across all touchpoints
Offer a synchronised experience across all touchpoints

Customers book and manage appointments from any physical or digital channel, moving freely between them throughout their journey. Create personalised experiences for every channel, from your call centre, website, or Google Search results page, to offline touchpoints like in-branch screens, posters or business cards.

01
Maximise customer convenience
Maximise customer convenience

Make the booking process easy. Customers select the location, service, staff member and channel for new appointments. When choosing a specific staff member, customers will only see the availability for that person. Booking forms for returning customers will be pre-populated with their previous preferences.

02
Digitise admin tasks
Digitise admin tasks

TIMIFY takes care of your back office tasks, allowing your team to focus on optimising customer experience and revenue. Manage all resources and service scheduling across multiple locations, time zones and languages. Communications such as appointment confirmations and reminders are sent automatically.

03
Build the perfect booking system for you
  • Easily manage which services are bookable online, in-branch, by phone or via your call centre.
  • Create personalised booking profiles for each of your staff members
  • Eliminate queues and reduce waiting times for drop-in services with our virtual queueing solution
  • Organise training, events and conferences with our Group Booking feature 
  • Seamless scheduling of video calls and conferences (for both customers and internal teams) with our MS Teams, Zoom and GoToMeeting integrations
Build the perfect booking system for you

Our customer-centric solution allows you to build trust between staff and customers, both in-person and online. Capture key data, manage it centrally and securely, and use the insights to tailor services that will drive more engagement.

04
Key TIMIFY features for financial institutions
Branch Manager
Branch Manager

Get a consolidated overview of all your branches in one place. Global or individual management for all your branches, plus extensive data, all from one dashboard.

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Custom booking forms
Custom booking forms

The best customer service starts with the best insights. Customise booking forms to collect key data, such as needs and preferences, that can be used to personalise services in advance of an appointment.

Resource dependency
Resource dependency

Easily allocate the right resources to the right services. When an appointment is booked, all dependent staff, rooms and equipment will be auto-booked, avoiding scheduling conflicts.

Video conferencing
Video conferencing

Schedule and manage video meetings via our integrations with Zoom, GoToMeeting, MS Teams and our own solution, MeetMe. Joining links, confirmations and reminders are sent automatically to all parties involved.

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Business calendar
Business calendar

Manage your business and customer engagements from a single view. Stay in sync with all your team members, set automatic confirmations and reminders, and manage bookings on different devices.

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Calendar sync
Calendar sync

Meetings and bookings are added to your calendar automatically, then synced to any other calendars you choose, such as Google Calendar, Microsoft Exchange or Office 365.

Advanced solution for large financial corporations
Tailored scheduling solution
Tailored scheduling solution
  • Tailor TIMIFY’s booking widget to meet your individual specifications
  • Booking buttons, widgets and emails can be customised to your corporate design
  • Localisation of our widget in other languages
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Seamless integration and synchronisation
Seamless integration and synchronisation
  • Integrate TIMIFY into your existing IT infrastructure with our RESTful API
  • Synchronise TIMIFY with other calendars, CRM, marketing and automation tools
  • Activate third-party integrations from other SaaS companies using our Developer Platform
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Data security at all levels
Data security at all levels
  • 100% GDPR compliant
  • Dedicated AWS and DB instance
  • Account protection via 2FA
Blog topics and support guides
Sales teams: How TIMIFY ups conversion rates & productivity
Sales teams: How TIMIFY ups conversion rates & productivity
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Video banking – bridging the gap between digital and in-branch services
Video banking – bridging the gap between digital and in-branch services
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How omnichannel solutions help you bridge in-store and online services
How omnichannel solutions help you bridge in-store and online services
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