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.

Financial services routing form with tailored questions for client onboarding and compliance.

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.

Form creation interface for financial services routing with industry-specific questions.

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.

Automated routing interface showing assignments to financial advisors and compliance specialists.

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.

Attribute-based routing for financial services clients based on country and industry.

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.

Ownership assignment workflow for financial advisor and client management.
Enhanced scheduling insights for financial advisors and teams.

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.

Customizable routing logic for directing financial clients to the correct advisor or team.

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.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

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.