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Appointment scheduling software for financial advisors

Finance 3 min read

Whether it is for investment management, income tax preparation, or estate planning we all seek financial advice from highly qualified financial advisors. With the limited growth opportunities for businesses, finance functions are being frequently challenged to provide a strategic edge to the organization. They are required to be more productive at enabling and driving strategy, negotiating with stakeholders, and making their organizations more resilient, streamlined, and quick as they move further.

Financial Advisors Management Software

So how does a high-performing finance function balance its objectives?

The answer is different for different organizations. But the objective is clear: release time and people from transactional work to perform value-adding activities while maintaining an optimized control environment. But how will you keep a record of tons of transactions twirling around you? Through the manual entry of data and fixing them on your desktops? It is a dumb plan to carry on with.

Whether it’s a first-time contract appointment or a lifetime client planning their retirement, banks see the value in offering scheduling experiences that create profitable customer engagements. The nature of financial services is prone to inconsistent busy and tranquil times. Planning and even predicting these changes enable more efficient capacity planning and better use of staff and resources. Introduce an intuitive organizational tool to your services that fix all your managerial issues and also your appointments within fractions.

We all know how difficult it sounds to have a receptionist at our office desk making hundreds of back and forth calls to your customers just to fix appointments? Cut down the trouble by replacing scheduling woes and ensure you meet your financial goals with the top-line technology- Picktime online scheduling software -that meets all your needs.

Picktime is a free online appointment scheduling for all financial advisors and their services where you can manage your appointment schedules and staff tasks. With Picktime, stay personally connected with all your customers and staff. Letting your customers know you are always available when they want to meet increases loyalty and customer retention, landing up with more incomes.

Why Picktime?

1. Client Scheduling Page-

If you don’t have a website, do not worry about it! Your Picktime account comes with a free Client Scheduling Page. It's a separate appointment booking page for your business and you can customize it as you want. Love your Google or maybe Outlook calendar and the ease in using it? Sync it with Picktime and cut down your efforts in manually entering the available dates.

2. Dump the medieval methods-

If you are still using old school routines for booking appointments your business will grow only at a snail’s pace. You will find many no-shows without proper appointment reminders. With our appointment scheduling software, remind your customers and staff about the upcoming appointments prior. Just say goodbye to excel sheets and happily welcome online booking.

3. Maintaining Great Employees-

When you are not assigning the perfect job responsibilities according to their capability, maintaining staff becomes tough reducing work efficiency and productivity. Assign your services to particular staff only and track their status regularly.

4. Watch over weekly/monthly reports-

Not watching over your company’s processes will never give you progress. Watch over the weekly or monthly stats on Picktime and know more about the season or time period that your business is making profits. Concentrate on why you were not able to make profits the other days.

5. Work from Anywhere-

Most financial advisors use mobile devices or tablets more than a desktop and they are always on the move. Picktime offers a responsive web layout so that you do not miss any clients or meetings on the go. Whether you are at the client’s office or at an airport lounge, you can easily capture time and manage client matters, access your calendar, and track deadlines. That means no more stress trying hard to put up with your work on time or worry about piled-up work. Save more time and work smarter.

Don’t just talk about a culture of innovation and growth. Do it! Do not fail to provide your services to your trustworthy clients and disappoint yourselves. Get smarter by scheduling everything on your booking page with all new cool features on Picktime.

Just sign up for free with Picktime and use it for a lifetime! You will be awestruck by the results.

Finance Professionals Finance Advisors Managements