Industry Spotlight

Banking & Financial Services
Scheduling Software

Make it easy for clients to schedule appointments across banking, insurance, and advisory services. Our scheduling platform removes the back-and-forth, so your team can focus on building relationships, not chasing emails.

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Hassle-free scheduling for financial services

SUMO's booking software helps banking and financial service providers streamline appointments and stay connected with clients across channels—building lasting relationships.

Capture high-value leads online with custom booking links.
Route clients to best-fit specialists by time and location.
Win legal time back minimizing no-shows.
Focus on clients, not appointment management burden.
Stay productive keeping your calendar conflict-free.

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SUMO Scheduler for Banking and Financial Services

Trusted by leading financial institutions

See how banks, credit unions, and financial advisors rely on our scheduling software to deliver fast, reliable service at scale.

Financial appointment setting software that yields results

+35%

Client & employee satisfaction

+25%

Employee productivity

+70%

Appointment bookings

-35%

Appointment cancellations

Fuel client engagement with easy appointment setting

Turn every client interaction into an opportunity. Purpose-built financial services scheduling software for banks, advisors, insurance, and investment companies.

Bank Scheduling

Service Appointments: Allow clients to schedule time for account openings, credit card inquiries, or general banking support.

Loans & Mortgage: Book appointments with loan officers to consult on home loans, refinancing, or applications.

Investment Banking: Coordinate portfolio reviews, investment strategy, and wealth planning meetings with clients.

Loan Processing: Schedule appointments for loan applications, document gathering, and loan closing.

Branch Coordination: Route customers to the right location or specialist, even if it’s outside their local branch.

Scheduling and booking meetings for Commercial Banking

Insurance Scheduling

Insurance Sales: Let clients schedule meetings with agents to discuss new policies, coverage options, and insurance quotes.

Claims Processing: Book appointments for consultations, document submissions, and settlement discussions.

Support: Allow policyholders to schedule time for billing questions, renewals, and general customer support.

Scheduling and booking meetings for Lawyers & Law Firms

Financial Advisors

Client Consultations: Offer a convenient and user-friendly way for clients to schedule appointments, enhancing their experience.

Portfolio Review: Automatically schedule regular check-ins to discuss investment performance, retirement planning, or financial goals.

Taxes: Optimize appointment meetings during hot tax seasons.

Financial Coaching: Set up appointments for clients who need budgeting help, debt planning, or wealth-building strategies.

Scheduling and booking meetings for financial advisors

One tool. Endless scheduling capabilities.

Manage staff calendars, automate reminders, and route clients to the right advisor or branch — all within one secure scheduling platform powering your financial services.

Personalized Customer Experience

Easy online scheduling for commercial banking, financial planning sessions, personal banking, loan processing & more. Book from a website, email or social media.

Tailored Scheduling Experience

Engage customers & clients at their key point of interest via custom scheduling flows. Powerful resource pool technology ensures that they connect with the right person, with the right skill set, at the right time & place.

Automated Data Capture

Reduce admin workload & capture client information. No connectors needed!

Complete Scheduling Platform

Expand customer outreach by offering one-on-one meetings & group experiential events.

Client Privacy & Security

Ensure client privacy & data security with military-grade security. SUMO never stores your data.

Right Sized Your Solutions

SUMO’s flexible product packages & pricing are right-sized for your business's needs.

Scheduling solution for financial services

Easy to implement

Get up & running fast with help from SUMO’s in house implementation & support team!

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Happy Clients

See what our customers and fans around the world are saying about us

The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules.

Ashley Jones Associate Director - Salesforce Neighborhood Trust Financial Partners

SUMO's appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert Salesforce Consulting Director Huron Consulting

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students.

Taylor Neece Dean of Admissions California Baptist University

The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment.

Rebeca Lamadrid VP, Operational Effectiveness The Washington Center

We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!