Booking a client meeting
Tying clients down to try and book a meeting appointment, that suits both you and your client can be time consuming when playing telephone tennis, exchanging emails, text messages, or WhatsApp messages.
At moneyinfo we use encrypted instant messaging, making securely communicating with your business much easier for your clients. Integrations with your chosen scheduling software, including Calendly, Timely, Appointed etc eliminates the hassle of back-and-forth emails, and allow you to eliminate low-value, admin-heavy tasks. Freeing up time for you to get on with the more important things, like delivering advice to your clients!
One of the great benefits of automating calendar scheduling is that when a client selects a meeting slot from your schedule, they only see the times you’re available, and only the length and type of meeting you want to have.
Clients pay you to save them time - time that they don’t have to spend worrying about their finances. The less time clients spend with their financial adviser, generally the happier they are .
At moneyinfo, our passion is to make you more efficient through technology. Lockdown has seen a huge increase in video calls, messaging, document sharing and eSignature use.
" The real opportunity lies in combining that human touch with smart technology . ” Ruth Handcock, CEO of Octopus Investments
With the addition of workflows in your moneyinfo client portal, you can eliminate the trouble of contacting your clients to book a meeting using this automated process.
Want to find out how moneyinfo can help your business move into the 21 st century?
Please click here to organise a personal demonstration.