Scheduling for Financial Advisors
Automate scheduling time for new clients, VIP clients, and everyone in between.
For Teams Of Every Size
Scheduling For Every Step In The Client Life Cycle
Capture Inbound Interest From New Clients
Create Calendar Pages where prospects can immediately schedule an initial meeting to discuss their financial needs.
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.
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.
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.
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.
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!).
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.
Request a demo
Have a large team and want to get started? Read our quick-start guide for teams or tell us your scheduling challenges over email:
Talk to a Solutions Expert
Have a unique use case or questions about integrating x.ai into your workflow? Schedule time with us!