Routing for financial services
Routing for financial services
Automate client onboarding and appointment routing for financial institutions with Cal.com
Automate client onboarding and appointment routing for financial institutions with Cal.com
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 automated routing streamlines financial appointments
How automated routing streamlines financial appointments
See how Cal.com optimizes scheduling for financial institutions and teams.
See how Cal.com optimizes scheduling for financial institutions and teams.
01
Design your financial routing flows
Build secure, customizable routing forms to guide clients to the right advisor or service based on their needs and profile.
02
Collect client details and preferences
Gather essential information such as service interest, investment profile, or location to personalize every interaction.
03
Route clients to the right financial expert
Automatically connect clients with the most qualified advisors or teams—whether by region, expertise, or account ownership—while maintaining security and compliance.
Why financial teams choose Cal.com
Why financial teams choose Cal.com
Discover the key benefits of smarter scheduling in finance.
Discover the key benefits of smarter scheduling in finance.
01
Secure client data management
Protect sensitive financial information with robust privacy controls, self-hosting options, and enterprise-grade security. Cal.com is trusted by regulated industries worldwide.
02
Faster, compliant onboarding
Simplify KYC, onboarding, and regulatory processes with automated, auditable scheduling flows that adapt to your compliance needs.
03
Personalized client experiences
Deliver tailored appointment journeys by routing clients to advisors based on portfolio size, language, or service type, enhancing client satisfaction and retention.
04
Operational efficiency at scale
Eliminate manual scheduling, reduce no-shows, and improve team productivity with automated workflows and seamless integrations.
Features designed for financial workflows
Features designed for financial workflows
Explore powerful tools built for finance teams and institutions.
Explore powerful tools built for finance teams and institutions.
Attribute-based client routing
Create dynamic logic to route clients based on investment profile, account type, or preferred language for optimal advisor matching.
CRM and compliance integration
Sync with Salesforce, HubSpot, and core banking platforms to ensure accurate ownership routing and auditable scheduling records.
Advanced privacy and security
Enable self-hosting, SSO, and role-based access control to meet strict financial regulatory requirements.
Customizable intake forms
Design no-code forms to collect KYC, risk tolerance, and service needs upfront, streamlining client qualification.
Analytics and reporting
Monitor scheduling trends, routing outcomes, and client engagement with real-time dashboards for compliance and optimization.
Multi-location and timezone support
Automatically assign clients to local advisors or teams based on their region, office, or timezone.
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.
What makes Cal.com secure for financial services?
Cal.com offers enterprise-grade security with data encryption, self-hosting options, and role-based permissions, ensuring your client and company data remain protected and compliant with financial regulations.
Can I integrate Cal.com with our CRM or core banking systems?
Yes. Cal.com supports native integrations with Salesforce, HubSpot, and offers an API-first approach, making it easy to connect with your CRM, core banking, or compliance systems for seamless data flow.
How does Cal.com support compliance and audit requirements?
Cal.com provides detailed audit logs, customizable workflows, and secure data handling. You can configure scheduling flows to align with KYC, AML, and other compliance mandates, and export records as needed.
Can I create routing logic based on advisor expertise or account ownership?
Absolutely. Use attribute-based routing to match clients with the right advisor by investment tier, financial product, language, or ownership within your CRM, ensuring each client meets the most qualified expert.
Does Cal.com support multi-office or remote financial teams?
Yes. Cal.com’s routing logic can assign clients to the nearest branch, office, or remote advisor based on location, timezone, or service type, supporting distributed financial teams.
How does Cal.com protect client data during scheduling?
All data is encrypted at rest and in transit. With self-hosting and granular access controls, you ensure only authorized staff access client details, meeting regulatory standards for financial data privacy.
Is Cal.com suitable for both small financial firms and large enterprises?
Yes. Cal.com scales from boutique advisories to global institutions, offering flexible deployment, open-source extensibility, and robust integrations to fit your firm’s unique needs.
What makes Cal.com secure for financial services?
Cal.com offers enterprise-grade security with data encryption, self-hosting options, and role-based permissions, ensuring your client and company data remain protected and compliant with financial regulations.
Can I integrate Cal.com with our CRM or core banking systems?
Yes. Cal.com supports native integrations with Salesforce, HubSpot, and offers an API-first approach, making it easy to connect with your CRM, core banking, or compliance systems for seamless data flow.
How does Cal.com support compliance and audit requirements?
Cal.com provides detailed audit logs, customizable workflows, and secure data handling. You can configure scheduling flows to align with KYC, AML, and other compliance mandates, and export records as needed.
Can I create routing logic based on advisor expertise or account ownership?
Absolutely. Use attribute-based routing to match clients with the right advisor by investment tier, financial product, language, or ownership within your CRM, ensuring each client meets the most qualified expert.
Does Cal.com support multi-office or remote financial teams?
Yes. Cal.com’s routing logic can assign clients to the nearest branch, office, or remote advisor based on location, timezone, or service type, supporting distributed financial teams.
How does Cal.com protect client data during scheduling?
All data is encrypted at rest and in transit. With self-hosting and granular access controls, you ensure only authorized staff access client details, meeting regulatory standards for financial data privacy.
Is Cal.com suitable for both small financial firms and large enterprises?
Yes. Cal.com scales from boutique advisories to global institutions, offering flexible deployment, open-source extensibility, and robust integrations to fit your firm’s unique needs.
What makes Cal.com secure for financial services?
Cal.com offers enterprise-grade security with data encryption, self-hosting options, and role-based permissions, ensuring your client and company data remain protected and compliant with financial regulations.
Can I integrate Cal.com with our CRM or core banking systems?
Yes. Cal.com supports native integrations with Salesforce, HubSpot, and offers an API-first approach, making it easy to connect with your CRM, core banking, or compliance systems for seamless data flow.
How does Cal.com support compliance and audit requirements?
Cal.com provides detailed audit logs, customizable workflows, and secure data handling. You can configure scheduling flows to align with KYC, AML, and other compliance mandates, and export records as needed.
Can I create routing logic based on advisor expertise or account ownership?
Absolutely. Use attribute-based routing to match clients with the right advisor by investment tier, financial product, language, or ownership within your CRM, ensuring each client meets the most qualified expert.
Does Cal.com support multi-office or remote financial teams?
Yes. Cal.com’s routing logic can assign clients to the nearest branch, office, or remote advisor based on location, timezone, or service type, supporting distributed financial teams.
How does Cal.com protect client data during scheduling?
All data is encrypted at rest and in transit. With self-hosting and granular access controls, you ensure only authorized staff access client details, meeting regulatory standards for financial data privacy.
Is Cal.com suitable for both small financial firms and large enterprises?
Yes. Cal.com scales from boutique advisories to global institutions, offering flexible deployment, open-source extensibility, and robust integrations to fit your firm’s unique needs.
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!
See how Cal.com can modernize your financial operations—book a demo or start your free trial 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