Financial Services Scheduling Software

Financial Services Scheduling Software

The challenge for financial companies is competing with new incumbents that has never been greater. Shifting simple transactions to computers doesn’t mean the relationship should suffer, though. Whether it’s a first-time mortgage appointment or a life long customer 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 quiet times. Planning and even predicting these changes enables more efficient capacity planning and better use of staff and resources.

Picktime helps financial organizations to save their own time as well as their customers time. Managing appointments with customers is one of the key priorities in any bank, insurance company or accountancy firm. In order to plan a meeting accurately, the receptionist has to consider the customer's schedule as well as the working hours of the financial service provider, but in a company with dozens of staff members, it can become tedious to handle. As a result, companies need to hire several receptionists when we can offer a better and more efficient solution.

Picktime is a free online appointment scheduling for all financial services where you can manage your appointment schedules and staff tasks. With Picktime, stay personally connected with customers. Be compliant while eliminating the hassle of scheduling customer meetings. Letting your customers know you are available when they want to meet allows you to stay personally connected and increases loyalty. With Picktime online appointment scheduling software, eliminate the back and forth requirement to schedule meetings. It can be accessed from anywhere and anytime as it is browser based appointment software.

Key Features

  • Online Calendar
  • 24hrs Email Support
  • Add Users and Services
  • Unlimited Appointment Bookings
  • Group Bookings
  • Customized Reports
  • Automatic Email and Text Reminders
  • Unique Business Page for Scheduling
  • Book Now Button on your Website
  • Recurring Appointments

Benefits of Picktime for Financial Services

Don't make customers wait in line

Banking customers can join virtual bank queues from their personal device. Staff can relieve pressure on peak demand by offering appointments for a later date. Customers in-queue are constantly kept informed of progress and predicted service time through Email, and SMS alerts.

Reporting and potential planning

Optimize branches to handle high demand efficiently, yet still, grasp a personal touch with regular clients. Gain valuable potential planning insights into branches enabling more effective staffing and resourcing. Provide staff with accurate account information to enable higher upsell and cross-sell opportunities. Track your progress and reservations with the help of advanced reports with the variety of filters like date, service, client or provider.

Free Client Scheduling Page

If you don’t have a website, never fear! Your Picktime account comes with a free Client Scheduling Page. It's separate appointment booking page for your business and you can customize it as you want.

Website Integration

Grow your client list while you sleep. Add a Get Picktime Booking button to your existing website and make your customers book their appointments hassle free.

Improve Productivity

Financial Service Providers can spend less time calling, chasing and waiting to track down advisors, and more time selling. Send customers a link to directly schedule a meeting with you. You’ll increase bookings up to 28%, decrease improve productivity and administrative time.


Picktime offers a free solution for scheduling needs. It is simple and extremely easy to use. It is the only scheduling platform where you can manage both your personal and business calendars all in one place. Signup now!

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