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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.
SUMO's booking software helps banking and financial service providers streamline appointments and stay connected with clients across channels—building lasting relationships.
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Ask us your questionSee how banks, credit unions, and financial advisors rely on our scheduling software to deliver fast, reliable service at scale.
+35%
Client & employee satisfaction
+25%
Employee productivity
+70%
Appointment bookings
-35%
Appointment cancellations
Turn every client interaction into an opportunity. Purpose-built scheduling software for banks, advisors, insurance companies, and financial institutions.
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.
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.
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.
Manage staff calendars, automate reminders, and route clients to the right advisor or branch — all within one secure scheduling platform powering your financial services.
Easy online scheduling for commercial banking, financial planning sessions, personal banking, loan processing & more. Book from a website, email or social media.
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.
Reduce admin workload & capture client information. No connectors needed!
Expand customer outreach by offering one-on-one meetings & group experiential events.
Ensure client privacy & data security with military-grade security. SUMO never stores your data.
SUMO’s flexible product packages & pricing are right-sized for your business's needs.
Get up & running fast with help from SUMO’s in house implementation & support team!
See what our customers and fans around the world are saying about us
Supporting leading financial institutions to concentrate on their core priorities
Read Time: 5 minutes
Fortune 500 insurance provider streamlines employee enrollment process.
Read Time: 4 minutes
Fortune 500 finserv company saves $400K a month with self-scheduling.
Read Time: 5 minutes
Top financial planning firm eliminates no-shows with SUMO.
Take your customer engagement to the next level
Schedule a call for a quick demo or start your free trial.