Scheduling for Financial Advisors

Automate scheduling time for new clients, VIP clients, and everyone in between.

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For Teams Of Every Size

Scheduling For Every Step In The Client Life Cycle

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Capture Inbound Interest From New Clients

Create Calendar Pages where prospects can immediately schedule an initial meeting to discuss their financial needs.

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Schedule Meetings With Multiple Parties

Many meetings include multiple advisors, family members, attorneys, and an entire constellation of additional people who need to be involved. Easily schedule these complex gatherings with x.ai.

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Create VIP Scheduling For Priority Clients

Set up private Calendar Pages in order to make yourself available to your top-priority clients. Allow them and only them to book during off-hours, on short notice, and for longer meetings with powerful controls for each Meeting Template.

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Brand the Entire Scheduling Experience

Customize every scheduling touchpoint with your photos, logos, and even custom email addresses for your Scheduling AI. Create unlimited personalized Calendar Pages for any purpose or audience so your clients can book your time instantly.

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Include Your Team In Meetings

Create Calendar Pages to automatically schedule time with you and selected members of your team using x.ai's powerful Team scheduling features.

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Automate Reminders and Follow Up

Create automatic reminders and follow ups with your clients to ensure they bring the right materials, have the necessary context for meetings, and show up in the first place. Or simply send a thank you note (with your brand, not ours, of course!).

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Integrate With Your Existing Tools

Use powerful integrations to keep your existing systems of record up to date and in sync with your scheduling activities.

Get started with x.ai for Financial Advisors

Meeting Templates for Financial Advisors

The unique challenges of scheduling for financial advisors go well beyond initial client introductions. Quarterly meetings, financial reviews, and other meetings require the involvement of multiple parties, making scheduling without x.ai difficult.

Quarterly Review

Meeting Template

3 hour meeting designed for multiple parties

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VIP Client Meeting

Meeting Template

Private page with broad scheduling hours

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Initial Consultation

Meeting Template

Schedule initial consultations with inbound prospects

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x.ai does a far better job at eliminating scheduling pain than any scheduling tool I have tried, and I've tried most of them!
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Neal Quon, QuonWarrene

Connect your calendar and get started for free.