Ravissez vos clients en planifiant des rendez-vous en toute simplicité

Entrez en contact avec vos clients plus rapidement, assistez plus de clients et développez votre activité.

Ravissez vos clients en planifiant des rendez-vous en toute simplicité
CI Assante Wealth Management achieved 323 ROI with Calendly

CI Assante Wealth Management achieved 323% ROI with Calendly

Find out how CI Assante Wealth Management streamlined scheduling for hundreds of financial advisors and delivered an intelligent, user-friendly experience to their growing list of clients.




increase in client outreach


hours reclaimed


Aider les institutions financières à accroître leur rentabilité

  1. Help more clients achieve their goals

    Eliminate time-consuming, manual scheduling so your advisors can focus on establishing strong relationships with clients and creating personalized investment strategies.

  2. Boost client engagement

    Make it easy for clients to self-schedule appointments when they want to review their portfolio, discuss market changes, or make adjustments when life changes.

  3. Embrace digital transformation

    Attract the next generation of investors with a digital-first scheduling process that lets them meet with you when and where they want to.

  1. Empower agents to sell more

    Gain a competitive advantage by ensuring your agents are the first to connect with prospective clients.

  2. Personalize the client experience

    Proactively meet with clients to learn about their long-term goals, ensure their existing coverage meets their needs, and discuss renewal options.

  3. Put an end to time-consuming scheduling

    Free up your agents so they can talk to more prospective clients instead of wasting valuable time figuring out when to meet.

  1. Enhance the customer experience

    Enable customers to schedule appointments when it is most convenient for them at the branch of their choice. Quickly route walk-in customers to an available specialist so they never have to wait.

  2. Eliminate phone and email tag

    Gain a competitive advantage by ensuring your experts can quickly connect with customers to discuss account features, complete loan applications, or verify interest rates.

  3. Maximize efficiency across branches

    Ensure each branch has the necessary experts based on scheduled appointments and discover which locations have the highest volume of appointments, have capacity issues, and more based on analytics.

  1. Grow assets under management

    Increase distribution of key funds by efficiently engaging more Financial Advisors, Institutional Clients, and Retirement Plan Consultants.  

  2. Eliminate missed booking opportunities

    Streamline the labor-intensive and inefficient scheduling of face-to-face meetings when sales reps are traveling in their territory or attending industry events.

  3. Optimize your sales efforts and reduce costs

    Improve time allocation between your inside and outside wholesale teams when coordinating meetings with Financial Advisors.


Make simple appointment scheduling your competitive differentiator

Ensure security and compliance across the scheduling lifecycle

Ensure security and compliance across the scheduling lifecycle

Calendly follows FINRA and GLBA guidelines, is ISO/IEC 27001 and SOC 2 Type 2 certified, and PCI and GDPR compliant. Deploy Calendly confidently using SAML-based SSO with leading identity providers including Okta and Azure. Increase oversight with Domain Control and audit account activity with email communication archiving, activity logs, and more.

Connect with more prospective clients ahead of your competition

Connect with more prospective clients ahead of your competition

Book high-value clients on the spot and easily add additional guests — such as a spouse, business partner, or client’s tax advisor — to any appointment to win more business.

Boost client engagement with easy self-scheduling

Boost client engagement with easy self-scheduling

Empower clients to schedule appointments when and where they want to.  Embed Calendly anywhere on your website, such as on your advisor, agent, loan officer, or branch locator page, so clients can conveniently self-schedule appointments whenever they want.

Improve efficiency and spend more time serving clients

Improve efficiency and spend more time serving clients

Ensure clients show up to their appointments while decreasing manual work by automating appointment reminders via email or SMS. Connect Outlook and Gmail to send personalized communications, reminders, follow-ups, and more.


Real people, real results

Don’t just take it from us. Here’s what some of our happy customers are saying.

“Calendly lets you truly customize the way you interact with customers. Within a large company, you can keep it simple or you can go in-depth and make it do whatever you want. Either way, you get incredible benefits.”

Nancy McMahan

Director of Client Engagement, Churchill Mortgage

CI Assante Wealth Management

“For me, it's a no-brainer. Our advisors are happy, and our clients are happy. The cost of Calendly is pennies to the dollar compared to its value.”

Asiya Khan

Manager, Branch and Business Practice, CI Assante Wealth Management

Calendly features

Automatisez pour améliorer l'expérience de vos clients

Créer des workflows

Créer des workflows

Envoyez automatiquement des emails personnalisés et conformes avant et après les rendez-vous pour réduire les non-présentations et stimuler l'engagement des clients.

Intégrer Calendly

Intégrer Calendly

Ajoutez Calendly n'importe où sur votre site web, par exemple sur la page de votre conseiller, de votre agent, de votre agent de crédit ou de votre succursale, afin que vos clients puissent aisément planifier eux-mêmes leurs rendez-vous quand ils le souhaitent.

Simplify complex meetings

Simplify complex meetings

Organisez un round robin pour vous assurer que votre équipe communique avec les prospects le plus rapidement possible. Utilisez les événements de groupe pour organiser des webinaires et des sessions d'information avec plusieurs clients, et planifiez facilement des rendez-vous à plusieurs pour deux parties prenantes ou plus.

Rapports et analyses

Rapports et analyses

Examinez les échanges avec les clients, optimisez les processus de planification en fonction des données, assurez l'efficacité de la planification afin de ne manquer aucune opportunité de réservation, et bien plus encore.

Intégration à votre pile technologique existante

Intégration à votre pile technologique existante

Connectez en toute transparence votre calendrier, votre outil de vidéoconférence, Salesforce ou un autre CRM, et d'autres applications afin d'améliorer la productivité et d'éliminer les tâches manuelles.

Normalisez les bonnes pratiques

Normalisez les bonnes pratiques

Attribuez et verrouillez les détails des réunions pour offrir systématiquement une expérience professionnelle et fluide à vos clients.

Coordonnez plusieurs calendriers

Coordonnez plusieurs calendriers

Sondez vos clients et autres parties prenantes, telles que leur conjoint, leur associé ou leur conseiller fiscal, afin de trouver facilement le meilleur moment pour se réunir.

Don’t just take it from us

Hear it from our customers

"Love Calendly. The integration with my calendar, CRM, LinkedIn DMs, and website makes appointment setting a breeze."

“Previously, I would ask the client to propose a couple of preferred dates and times for our call or meeting. With Calendly, the client is able to select from a range of dates and times, streamlining the process and saving so much time.”

“Calendly is an excellent timesaver by removing the mundane task of arranging to meet with clients and saving our team lots of time.”


Plans tarifaires

Choisissez un plan qui correspond à vos besoins.




Lorsque votre équipe a besoin de s'aligner sur un processus de planification et de collaborer efficacement.


Nous joindre

Lorsque votre équipe de plus de 30 membres a besoin de sécurité, de maîtrise et de support avancés.

Obtenez des rendez-vous plus rapidement

Éliminez les problèmes liés à la planification pour vous concentrer sur les besoins de vos clients.

Éliminez les problèmes liés à la planification pour vous concentrer sur les besoins de vos clients.