Financial Advisors
Invest in efficient scheduling with AI that books portfolio reviews, manages quarterly check-ins, and schedules both in-person and virtual consultations.
Try It Out - Talk to Our Demo Financial Advisors
Have a real voice conversation with our AI assistant trained specifically for financial advisors. Click below and speak naturally - experience our AI assistant in action!
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Experience what it's like to call Financial Advisors with our AI assistant handling the conversation.
AI-Powered Scheduling for Financial Advisors
Invest in efficient scheduling with AI that books portfolio reviews, manages quarterly check-ins, and schedules both in-person and virtual consultations.
Key Benefits
- Schedule portfolio reviews
- Book new client consultations
- Manage quarterly check-ins
- Coordinate team presentations
Common Services We Handle
- Initial consultation
- Portfolio review
- Retirement planning
- Investment strategy
- Insurance review
Intelligent Features for Financial Advisors
Our AI assistant is specifically trained to understand the unique needs of financial advisors
Schedules appropriate meeting types
Manages recurring review schedules
Books virtual or in-person options
Handles seminar registrations
Pre-Configured Service Menu
Get started quickly with our pre-loaded service templates designed specifically for financial advisors.
Financial Planning
Comprehensive financial plan
Insurance Review
Coverage assessment
Investment Consultation
Portfolio review meeting
Retirement Planning
Retirement strategy session
All services are fully customizable to match your specific pricing and duration needs
How BookedNow Works for Financial Advisors
Quick Setup
Sign up and select Financial Advisors as your business type
Customize Services
Adjust pre-loaded services or add your own
Connect Your Line
Get a dedicated number or forward your existing line
Start Booking
AI assistant handles inquiries and books appointments 24/7
Enterprise Security
Bank-level encryption and HIPAA-compliant infrastructure
5-Minute Setup
Pre-configured for financial advisors - go live today
No Commitment
Free trial with no credit card required
Frequently Asked Questions
How quickly can I get started?
Most financial advisors businesses are up and running within 5-10 minutes. Our pre-configured templates mean you don't need to build anything from scratch.
Can I customize the AI responses?
Yes! While our AI comes pre-trained for financial advisors, you can customize greetings, service descriptions, and booking rules to match your brand.
What if I have unique services not listed?
No problem! You can add unlimited custom services with your own names, durations, and pricing. The AI will learn to handle them just as well as the pre-configured ones.
How does it integrate with my existing systems?
BookedNow integrates with popular calendar systems like Google Calendar, Outlook, and many industry-specific booking platforms. You can also use our API for custom integrations.