Booking software for enterprise level financial services
Appointedd partners with two of the Big Four accounting firms and other leading financial institutions to deliver digital transformation with a secure and reliable scheduling automation platform that empowers clients to book online and in-person appointments.
Our Financial Services clients save valuable time and money by using Appointedd to cut back on manual admin whilst improving customer experience.Â
Drive operational efficiency, profitability, and customer engagement
Appointedd’s scalable and secure software platform allows businesses across the sector to make online booking a seamless experience for both customers and colleagues. Clients enjoy a return on investment both through customer engagement and through time saved for their business.
Success our clients see with Appointedd
66%
30%
67%
Strategic partner across financial services
Appointedd works with a wide variety of businesses to offer bookable services and streamline operations.
Asset and wealth managers
Mortgages and lending providers
Financial advisory firms and IFAs
Retail banking, building societies, and mutuals
Pensions and retirement providers
Insurance brokers
Why Appointedd
How we differentiate
- Quick implementation timelines, we can get you up and running in just a few weeks
- Bespoke account management
- User-feedback processes for collaboration with clients
- In depth data and analytics at your fingertips
- Optimised for large teams and crossfunctional input
- Market insights to keep you ahead of the curve
- Robust security; ISO 27001 & Cyber Essentials Plus certified and more
Common use cases
Bookable meetings in person, video calls, and phone calls
In person events and online webinars
Internal operations and employee services
Key features out of the box
- External calendar sync with all major providers
- Microsoft Teams integration
- Automated reminders and follow ups
- Single sign-on with SAML
- Realtime availability
- Open API to easily embed on your website or app
- Customisable booking tools to fit your brand
All at no extra cost. Our software has a reliable four years of uptime, and all data is stored in Dublin, Ireland.
Appointedd is proud to power
Appointedd fits with the tools you trust
Integrate with the tools already approved by your organisation.
Articles
Maddy Fish talks about data insights and reporting
5 reasons why you should avoid building your...
Frequently, large companies and international organizations consider implementing an online scheduling system...
