Leveraging Tech to Build Client Connections

Offering online appointment booking to financial and banking clients conveys that an advisor values their time. But it also provides ample opportunities for customer engagement.

The digital revolution has completely transformed the way people interact with their banking and financial institutions and advisors. Consider the invention of the ATM, internet-based banking and bill pay, and online tax preparation services. Consumers can now perform most transactions online, and studies show they prefer to do so.

This eCommerce trend is incredibly convenient for banking and finance customers. However, it can make it more difficult for their advisors to build strong business relationships with them.

There is a solution: bank scheduling software.

Savvy finance leaders are now leveraging technology to better connect with their clients and prospects. By and large, AppointmentPlus has helped hundreds of financial professionals streamline their appointment booking processes and increase client connections. Whether it’s utilizing online appointment setting for financial advisor meetings, banking sessions, or tax preparation discussions, industry insiders have found that allowing their customers to book online is a great way to increase long-term loyalty.

Additionally, with multiple touchpoints like customizable email notifications, text message reminders, and mobile-optimized booking, financial advisor scheduling software is a great way to grow brand awareness, increase your productivity, and develop your client base.

The Top 5 Misconceptions About Online Appointment Scheduling Software

You’ll work with our expert team who will ensure your account is set up perfectly. Our system is designed to be customizable to the unique needs of your business. Let us do the hard work for you, so you can focus on making your business its’ most successful.

Enhanced client engagement, increased productivity, and a boost to brand awareness — all backed by data security standards that meet SSAE16 SOC 2 Type 2 certification. Find out why online appointment scheduling is a great way for banking and financial professionals to build the bottom line. Schedule a free demo today.

[mpc_icon_column title_font_color=”#008672″ title_font_size=”20″ title=”Ensure Your Appointment Data is Secure” content_font_size=”16″ mpc_icon__icon=”fa fa-list-alt” mpc_icon__mpc_tooltip__border_divider=”true” mpc_icon__mpc_tooltip__padding_divider=”true”]Know your client info is safe, housed by a scheduler that meets SSAE16 SOC 2 Type 2 standards.[/mpc_icon_column]
[mpc_icon_column title_font_color=”#008672″ title_font_size=”20px” title=”Build Client Loyalty with 24/7 Client Scheduling” content_font_size=”16″ mpc_icon__icon=”fa fa-clock-o” mpc_icon__mpc_tooltip__border_divider=”true” mpc_icon__mpc_tooltip__border_css=”border-color:undefined;border-style:undefined;” mpc_icon__mpc_tooltip__padding_divider=”true”]Empower your financial and banking clients to quickly book appointments online, at their convenience.[/mpc_icon_column]
[mpc_icon_column title_font_color=”#008672″ title_font_size=”20″ title=”Keep Your Customers in the Loop” content_font_size=”16″ mpc_icon__icon=”fa fa-calendar-check-o” mpc_icon__mpc_tooltip__border_divider=”true” mpc_icon__mpc_tooltip__padding_divider=”true”]Avoid appointment no-shows by sending automated email and text appointment reminders.[/mpc_icon_column]

Financial and Banking Scheduling Use Cases

Financial and bank appointment scheduling software is a great solution for the following use cases:

  • Banks
  • Financial advisors
  • Financial planners
  • CPAs/accountants
  • Mortgage, loan officers
  • Tax preparers

Scheduling Software for Financial Advisors

Financial advisors such as retirement advisors or investment advisors need to offer their clients the highest level of service at all possible times. This means allowing clients to schedule when they would like to come and see you, rather than when it is convenient for the advisor. So today you need the right financial advisor scheduling software.

AppointmentPlus is the one financial advisor scheduling software worth your serious consideration. It will manage all of your client appointments, keeping you on track to another successful day. As an additional bonus your clients can schedule their own appointments at a time that suits them when you have AppointmentPlus.

Because it works through the Internet, you don’t have to worry about the expensive and troublesome issue of trying to network all of your computers with AppointmentPlus.

An important feature of the system is that it comes with built-in user access types. This means you can control what administrators can access when they log into the site. Examples of user access types are:

  • Limiting a client to only see the appointments they have booked in for when they log in.
  • Allowing a front desk or answering service to book office space, but have limited access to other parts of the system.
  • Allowing view-only access while restricting the ability to cancel or change appointments.

Here are some additional features of the system:

  • Daily appointment reports
  • Automatic email appointment reminders that you can customize
  • Outlook® export
  • Sales tracking
  • Recurring staff appointment scheduling
  • Works through your own website or you can use AppointmentPlus as your website

Why Choose Scheduling Software for Your Tax Business

Are you busy during tax season? Over 100 tax businesses trust Appointment-Plus to manage client data and tax appointments so you can spend more time with your clients and less time with paperwork.

For around $1 per day, you can save up to 50% on staff costs, reduce tax appointment no shows by 80%, and increase your client base by up to 15%.

Appointment-Plus can help you:

  • Reduce tax appointment no shows with automated text and email reminders.
  • Easily manage and customize client demographic information with advanced reporting.
  • Manage multiple tax professionals and staff with online scheduling software.
  • Let clients book appointments right from your website with Book Now buttons.
  • Manage large clients during tax season with our advanced mobile apps.

Who Uses Appointment-Plus

Tax businesses that trust Appointment-Plus include Smart Accounting and Tax Solutions, Peter F. Murphy CPA, The Tax Authority P.C., McMullen Tax Masters, Monica R. Kellogg, CPA LLC, Gardner’s Tax Service, Inc., and many more.

[mpc_quote author_font_preset=”mpc_preset_138″ author=”Valarie Hill, Flower City Tax” icon=”eti eti_quotations_alt2″ icon_color=”#f29760″ animation_in_type=”transition.fadeIn” animation_in_offset=”100″ animation_in_duration=”300″ animation_in_delay=”0″]

“Appointment-Plus has saved us thousands in lost time during tax season.”


Experience the Online Scheduling Revolution for Yourself

Book your free demo with an online scheduling software expert today.