Smart routing for financial services teams
Smart routing for financial services teams
Automate, route, and optimize client meetings with secure, flexible scheduling for financial institutions.
Automate, route, and optimize client meetings with secure, flexible scheduling for financial institutions.

Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
How Cal.com routing works for financial services
How Cal.com routing works for financial services
Connect clients, advisors, and teams with secure, compliant scheduling workflows that match your financial services needs.
Connect clients, advisors, and teams with secure, compliant scheduling workflows that match your financial services needs.
01
Define your routing rules
Set up custom forms to qualify clients, route based on service needs, and ensure the right advisor or banker is assigned every time.

02
Capture client details securely
Clients answer tailored questions about their financial goals, location, or compliance needs before booking.

03
Route to the right specialist or team
Using client responses and attributes like account type or region, Cal.com automatically routes each booking to the relevant advisor, department, or compliance officer.

Key benefits for financial institutions
Key benefits for financial institutions
Enhance efficiency, security, and client experience with purpose-built scheduling infrastructure.
Enhance efficiency, security, and client experience with purpose-built scheduling infrastructure.

01
Increase operational efficiency
Automate appointment assignment, reduce manual coordination, and empower staff to focus on client relationships.
02
Boost compliance and security
Ensure client data is handled according to industry regulations with enterprise-grade security and audit logs.


03
Deliver a premium client experience
Connect clients with the best-fit advisor or specialist instantly, improving satisfaction and retention.
04
Flexible deployment for IT teams
Choose between cloud or self-hosted options to fit your organization’s security and data residency needs.

Advanced features for finance scheduling
Advanced features for finance scheduling
Purpose-built capabilities for regulated, multi-team environments.
Purpose-built capabilities for regulated, multi-team environments.
Attribute-based routing
Assign meetings to advisors or departments based on client profile, account type, location, or regulatory needs.
Ownership and CRM sync
Integrate with core financial CRMs to ensure clients are assigned to their existing advisor, reducing errors and improving continuity.
Multi-step, compliant forms
Collect KYC, onboarding, or financial history info using secure, customizable multi-step forms.
Automated scheduling workflows
Trigger follow-ups, reminders, and approval processes to streamline onboarding and ongoing support.
Secure data handling
Meet industry standards for data protection with encryption, audit trails, and permission controls.
Analytics and reporting
Track routing performance, advisor workloads, and appointment outcomes with real-time dashboards.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.







All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.







All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.







Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
How does Cal.com help financial services teams stay compliant with industry regulations?
Cal.com offers robust security, audit logs, and user permission controls, making it easy for financial services organizations to meet regulatory requirements such as GDPR, SOC 2, and FINRA. All data is encrypted in transit and at rest, and you can self-host for maximum control.
Can Cal.com integrate with our core banking or financial CRM systems?
Yes. Cal.com provides native integrations and an API-first architecture that allows seamless syncing with leading CRMs and custom financial platforms, ensuring accurate ownership assignment and client data management.
How do routing forms qualify and direct clients in financial services?
Routing forms can be fully customized to collect information like account type, investment goals, or risk profile. Responses are used to automatically route clients to the appropriate advisor or department, reducing manual handoff and ensuring a smooth client journey.
Is Cal.com secure enough for sensitive financial client data?
Absolutely. Cal.com is built with enterprise-grade security, supports encryption, SSO, and granular user permissions, and lets you self-host for full data sovereignty. This makes it suitable for handling sensitive financial and personal information.
Can we customize routing logic for different financial products or teams?
Yes. Cal.com allows you to set up attribute-based and conditional routing logic, so you can direct clients to mortgage, wealth, or business banking teams based on their needs, region, or compliance status.
What is the process for onboarding new advisors and updating routing rules?
Admins can easily onboard new advisors, update team structures, and modify routing criteria from the dashboard. Changes are applied in real time, so your scheduling always reflects your organization’s current structure.
Does Cal.com support audit trails and reporting for compliance teams?
Yes. Cal.com provides detailed audit logs and reporting features, helping compliance teams track scheduling activity, access history, and ensure regulatory adherence.
How does Cal.com help financial services teams stay compliant with industry regulations?
Cal.com offers robust security, audit logs, and user permission controls, making it easy for financial services organizations to meet regulatory requirements such as GDPR, SOC 2, and FINRA. All data is encrypted in transit and at rest, and you can self-host for maximum control.
Can Cal.com integrate with our core banking or financial CRM systems?
Yes. Cal.com provides native integrations and an API-first architecture that allows seamless syncing with leading CRMs and custom financial platforms, ensuring accurate ownership assignment and client data management.
How do routing forms qualify and direct clients in financial services?
Routing forms can be fully customized to collect information like account type, investment goals, or risk profile. Responses are used to automatically route clients to the appropriate advisor or department, reducing manual handoff and ensuring a smooth client journey.
Is Cal.com secure enough for sensitive financial client data?
Absolutely. Cal.com is built with enterprise-grade security, supports encryption, SSO, and granular user permissions, and lets you self-host for full data sovereignty. This makes it suitable for handling sensitive financial and personal information.
Can we customize routing logic for different financial products or teams?
Yes. Cal.com allows you to set up attribute-based and conditional routing logic, so you can direct clients to mortgage, wealth, or business banking teams based on their needs, region, or compliance status.
What is the process for onboarding new advisors and updating routing rules?
Admins can easily onboard new advisors, update team structures, and modify routing criteria from the dashboard. Changes are applied in real time, so your scheduling always reflects your organization’s current structure.
Does Cal.com support audit trails and reporting for compliance teams?
Yes. Cal.com provides detailed audit logs and reporting features, helping compliance teams track scheduling activity, access history, and ensure regulatory adherence.
How does Cal.com help financial services teams stay compliant with industry regulations?
Cal.com offers robust security, audit logs, and user permission controls, making it easy for financial services organizations to meet regulatory requirements such as GDPR, SOC 2, and FINRA. All data is encrypted in transit and at rest, and you can self-host for maximum control.
Can Cal.com integrate with our core banking or financial CRM systems?
Yes. Cal.com provides native integrations and an API-first architecture that allows seamless syncing with leading CRMs and custom financial platforms, ensuring accurate ownership assignment and client data management.
How do routing forms qualify and direct clients in financial services?
Routing forms can be fully customized to collect information like account type, investment goals, or risk profile. Responses are used to automatically route clients to the appropriate advisor or department, reducing manual handoff and ensuring a smooth client journey.
Is Cal.com secure enough for sensitive financial client data?
Absolutely. Cal.com is built with enterprise-grade security, supports encryption, SSO, and granular user permissions, and lets you self-host for full data sovereignty. This makes it suitable for handling sensitive financial and personal information.
Can we customize routing logic for different financial products or teams?
Yes. Cal.com allows you to set up attribute-based and conditional routing logic, so you can direct clients to mortgage, wealth, or business banking teams based on their needs, region, or compliance status.
What is the process for onboarding new advisors and updating routing rules?
Admins can easily onboard new advisors, update team structures, and modify routing criteria from the dashboard. Changes are applied in real time, so your scheduling always reflects your organization’s current structure.
Does Cal.com support audit trails and reporting for compliance teams?
Yes. Cal.com provides detailed audit logs and reporting features, helping compliance teams track scheduling activity, access history, and ensure regulatory adherence.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Free up your time. We've got your scheduling covered. Try Cal.com now!
Experience secure, automated booking and routing for financial services. Try Cal.com or book a tailored demo today.

Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources