FinServ User Group

This area is tailored for professionals in the financial sector who leverage Calendly to streamline client interactions and enhance operational efficiency. Discussions include scheduling client meetings, managing financial consultations, and exploring compliance friendly solutions.

  • 6 Topics
  • 3 Replies

6 Topics

alisabartash
Employee
alisabartashEmployee
published in FinServ User Group

New Compliance Features For Financial Services

We’re excited to share two new compliance features that enable you to use Calendly’s email and SMS functionality while staying compliant with SEC and FINRA recordkeeping regulations and avoiding costly fines.  Communications ArchivingThis feature lets you compliantly use Calendly’s email and SMS functionality by maintaining a record of all outgoing email and SMS communications sent from your Calendly account, such as meeting reminders and notifications. Your outgoing communications log will be retained for 90 days by default, and we can extend the retention period for up to 3 years by request. If you get audited or need to review your logs for any reason, easily export your outgoing communications log at any time via CSV or API:  In your Admin Center, click on Security, then Activity log Select Export, then Outgoing communications  Want more details, such as what’s included in the outgoing communications log? Find out here. SMS Legal DisclaimersYou can now add your own, custom legal di

3090
J
9 hours ago
alisabartash
Employee
alisabartashEmployee
posted in FinServ User Group

Work in financial services? Here are a few ways you can use Calendly's new browser extension

If you’re in financial services, there are many ways you can use Calendly’s new browser extension! Here are a few to get you started:Use the “Book meeting” button to schedule a follow-up in real time during a client appointment. That way, your next touchpoint is already in the books. Book over focus blocks and movable meetings when scheduling from the extension so you can prioritize urgent client needs, like when a client needs to make changes after a life event. Mark clients and prospects as no-shows if they miss an appointment and reschedule it in one click from the Meetings tab so you can keep them engaged. Review client details and see your meeting history in the Contacts tab so you show up to appointments ready to help clients reach their financial goals.If you’re interested in learning more, check out this blog post. Comment below and share how you’re using the new browser extension! 

1
D
Employee
2 months ago
alisabartash
Employee
alisabartashEmployee
posted in FinServ User Group

Did you know? Financial services institutions are using Calendly at record-high levels.

Financial services institutions are embracing digital transformation to meet evolving client expectations and are using Calendly to deliver seamless, more personalized scheduling experiences and to increase team efficiency. Meetings scheduled by financial services customers increased at a compound annual growth rate of 29% between 2021 and 2023 and Calendly has seen a huge uptick in ARR.To find out more about why financial services institutions are implementing Calendly and how they’re using it, check out our recent press release and reply below to let us know how you’re using Calendly to better serve your clients! 

0
alisabartash
Employee
6 months ago
alisabartash
Employee
alisabartashEmployee
posted in FinServ User Group

Financial services webinar: Ways to use Calendly

Whether you’re new to Calendly, a seasoned user, or haven’t used Calendly yet, be sure to join our webinar next week! We’ll be talking about how financial services companies are using Calendly to grow their business and drive revenue. Learn more and register here.   

2
Kelsi at Calendly
Employee
8 months ago
alisabartash
Employee
alisabartashEmployee
posted in FinServ User Group

Ideas for using Calendly

What are some of your favorite Calendly features and how do you use them? I’d love to know.I’ll start by sharing two of our customer stories: CI Assante Wealth Management and Churchill Mortgage. They use features like workflows, meeting polls, website embed, and routing. Check them out and let me know if you use any of the same features!  

0
alisabartash
Employee
8 months ago
Dave Evatt
Employee
Dave EvattEmployee
posted in FinServ User Group

Calendly Routing for Advisors - Why YOU Need It

Having too many clients is never a bad thing, until it is. I recently had the privilege of attending the annual Future Proof Conference in Huntington Beach, CA. The conference is unique. Not just because it is entirely hosted on the beach—yes, you heard it, on the beach—but because it gave me a unique opportunity to hear stories from numerous RFA's that use Calendly in the field. Spoiler alert…they LOVE the tool. While love is a strong word, I enjoy hearing praise for a product so near and dear to my heart. However, I always like to take opportunities when meeting with clients on the front lines to ask how they are using it, and of course, how we can improve to make the love affair last a lifetime (or at least until retirement)? To my surprise, the number one piece of feedback I received can be summed up in this statement: Advisors love automating scheduling as a way to accelerate client growth, but need a way better way to manage their calendars to prioritize client interactions. Of c

0
Dave Evatt
Employee
10 months ago
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