Investment Advisor Appointment Software

In today’s economy, it is difficult and confusing for individuals to navigate through all the different types of investments offered. Whether is is stocks, retirement plans, 401k’s the list can go on and on. As more and more information is made available to people, the tendency for them to be overwhelmed also increases. They search for you and your company to help them sort through it all, to pick the best possible option that matches their overall goals. When you are with your clients you want to give them your full attention and when they think they aren’t receiving it, they may go to someone else. With phones constantly ringing and email notifications going off it can be hard to stay focused on your clients. Online appointment booking software with GigaBook, allows you stay connected with new clients, while still delivering exceptional services to your current clients. 

Try GigaBook’s Investment Advisor Appointment Software 

Online appointment software with GigaBook allows you to use your existing website to accept appointments through. When a client books an appointment, they are sent a notification via email and text about their scheduled appointment. You can also send appointment reminders to your clients and staff. You can sync your GigaBook account to third-party calendars such as Outlook and Google Calendar. If an unexpected event were to arise, you can easily reschedule appointments and notify your clients of the changes made. If you hold financial classes, you can display them and have your clients choose times that work best for them. Using GigaBook’s invoicing system, you can easily create and send invoices to clients for your services. 

With GigaBook Online Appointment Software you can:

• Use your existing website to schedule appointments. 
• Create projects list to increase efficiency. 
• Send appointment notifications to your clients. 
• Sync with third-party calendars. 
• Create and track invoices. 
• Schedule group classes for your clients.