Calendly for Financial Services

Updated March 17, 2026·3 min read

Financial service companies — like insurance and wealth management firms — face unique challenges such as cybersecurity risks, data privacy concerns, and the push for digital innovation.

To stay ahead and build trust, your firm must adapt. In a connected, data-driven world, the right tools can make all the difference.

Calendly can help.

Schedule Securely and Win Clients for Life

Increase Your Competitive Edge

Make it simple for high-value prospective clients to book time. Reach them before your competitors do.

Grow Revenue from Existing Clients

Build trust and deepen relationships. Reach out during life events and stay top of mind when clients need help.

Boost Team Efficiency

Automate scheduling and reminders. Skip the back-and-forth and spend more time with clients.

Stay Secure and Compliant

Protect your data with enterprise-grade features like SSO, activity logs, and message archiving.

Learn from the experts!

Watch our webinar: How Financial Services Companies Drive Revenue with Calendly to learn how to grow outreach and improve ROI.

Enhance the Client Experience

Make booking easy. Improve online scheduling so clients can find the right time without extra steps.

	Calendly Features
Make Booking Easy Schedule more appointments with less effort by including your scheduling link in outbound emails and making it easy for clients to book appointments when they want to review their portfolio/policy, discuss market changes, or make adjustments after a life event.	Embed options overview How to set up a team page How to let invitees choose their host using Routing Forms How to embed a routing form
Build Client Relationships Check in on goals, review coverage, or plan renewals.	Embed Calendly wherever you need it How to share your scheduling link Prioritize client meetings over others How to add your scheduling link to your email signature Browser extensions Have Calendly take meeting notes for you
Deliver a White-Glove Experience Support each client’s unique needs.	Create custom one time events for urgent needs Schedule one-on-one check ins with your clients Schedule meetings with a group of team members How to schedule with multiple groups of hosts Send AI generated meeting summaries

Increase Operational Efficiency

Stop wasting time. Avoid errors and delays in manual scheduling.

	Resources
Make Scheduling Simple Maintain control of your calendar and connect with qualified prospective clients faster by adding Calendly to your website or advisor locator page.	Add scheduling embeds to your company website How to set up a team page How to let invitees choose their host using Routing Forms How to embed a routing form
Manage Complex SchedulingCoordinate meetings across departments or teams.	How to schedule with multiple groups of hosts Schedule meetings with all team members needed to assist Allow invitees to vote on a time to meet with meeting polls How to create and schedule a meeting poll
Streamline Pre- and Post-Meeting Tasks Reduce meeting no-shows and boost engagement to create the best client experience - automatically engage before and after your meetings with customizable workflows to send appointment reminders, share follow-up resources, and request your next meeting.	Workflows overview How to create a custom Workflow How to reconfirm meetings with Workflows Send AI generated meeting summaries

Keep Your Data Safe

Protect sensitive information and meet compliance needs.

	Resources
Control Your Calendly Usage Manage roles and permissions across your organization.	Domain Control with Calendly SAML single sign-on (SSO) overview SCIM user provisioning overview The activity log Auditing outgoing communications sent from Calendly User roles and permissions Managed Events overview
Ensure Data Privacy Maintain trust with strong security measures.	How to delete personal data in Calendly Calendly Platform Security and Compliance How does Calendly help customers with data subject rights?

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The State of Meetings 2024

Calendly for Financial Services

Schedule Securely and Win Clients for Life

Increase Your Competitive Edge

Grow Revenue from Existing Clients

Boost Team Efficiency

Stay Secure and Compliant

Learn from the experts!

Enhance the Client Experience

Increase Operational Efficiency

Keep Your Data Safe

Table of contents

Connect your calendar to Calendly

Embed options overview

How to add Calendly to your website

How to troubleshoot unavailable times that should be available

How to connect your Google Calendar

How to fine-tune your availability settings

How to connect your Office 365 or Outlook.com calendar

How to use buffers

How to add Calendly to a WordPress site

How to set meeting limits