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Solutions / Financial services

Optimize financial services appointment flow

Revolutionize your financial services by optimizing appointment flow. Effortlessly manage queues to enhance client satisfaction.

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Why Us

Smart Client Meeting Scheduler

Smart Client Meeting Scheduler makes it easy for financial institutions to manage client appointments seamlessly.
It streamlines scheduling, reduces wait times, and ensures clients connect with the right advisor at the right time.

Workflows

Streamline Client Appointments with Ease

Manage and schedule client meetings effortlessly. Our smart scheduler reduces wait times, organizes queues, and ensures every client gets timely financial guidance.

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Get Things Done

Smarter Scheduling for Better Service

Enhance your client experience with efficient, hassle-free meeting management. Connect clients to the right advisor at the right time, boosting satisfaction and productivity.

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How it works

Easily set up your
availability

share your booking link, and let clients schedule in seconds. Waitwish handles the rest, from reminders
to confirmations so you stay focused on what matters most.

Connect your calendar

Waitwish connects with calendars to automate scheduling with real-time availability.

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Set your availability

Set precise availability, define scheduling rules, and add buffers to keep your calendar perfectly organized.

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Connect to meet

Seamlessly sync your conferencing tools and set how you like to meet, on-site or online.

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Frequently Asked Questions