Industry Spotlight

Banking & Financial Services

The secret to client success. Modernize your client engagement - unlock a seamless scheduling experience that boosts productivity and client loyalty.

Revolutionizing financial services scheduling with SUMO solutions

SUMO's appointment and event scheduling applications are empowering financial companies to connect with more customers, wherever they may be, and establish long-term business relationships and loyalty.

  • Simplify the process of setting up appointments and events, saving time and effort for both your team and your clients.
  • Provide convenient scheduling options that cater to your customers' preferences, increasing their satisfaction and loyalty.
  • Optimize your scheduling workflow to increase productivity and effectiveness across your organization.

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SUMO Scheduler for Banking and Financial Services

Intelligent customer engagement for great teams

See why top revenue companies use SUMO Scheduler to accelerate pipeline velocity

Campbell Wealth Management
Portico Healthnet

Real world results that are helping SUMO’s partners to fulfill their missions


Client & employee satisfaction


Employee productivity


Appointment bookings


Appointment cancellations

Typical Financial Services Use Cases

Improves staff and customer satisfaction by empowering them to schedule appointments quickly and easily

Client Appointments

New account consultations: Allow potential clients to easily schedule initial consultations with financial advisors or loan officers online, 24/7, to discuss their financial needs.

Ongoing service appointments: Schedule regular meetings for investment reviews, tax planning sessions, or mortgage consultations.

Wealth management meetings: Coordinate portfolio reviews, investment strategy discussions, and wealth planning meetings with clients.

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

Specialty Services

Wealth management: Schedule appointments for portfolio reviews, estate planning discussions, and trust consultations.

Mortgage lenders: Streamline the mortgage application process with online appointment scheduling for loan consultations and closing appointments.

Financial planning: Offer convenient scheduling for financial planning sessions and goal setting consultations.

Investment banking: Coordinate client meetings, pitch presentations, and due diligence calls for new investment opportunities.

Loans: Schedule initial & follow-up appointments with prospective lenders to discuss the terms of their loans.

Insurance: attract new clients and franchisee partners by inviting them to a virtual or in-person financial planning event or course.

Additional Benefits

Improved client experience: Offer a convenient and user-friendly way for clients to schedule appointments, enhancing their experience with your financial institution.

Increased efficiency: Reduce administrative burden by automating scheduling, freeing up staff time to focus on client service.

Reduced no-shows: Automated reminders help prevent missed appointments, maximizing staff and advisor time.

Data & insights: Track scheduling data to identify trends and optimize client outreach strategies.

Powerful Scheduling Capabilities for Financial Services

SUMO Scheduler empowers FinServ companies with simple, intuitive employee & customer scheduling software. With SUMO, your team can spend less time coordinating appointments & more time meeting clients they serve.

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!

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, Neighborhood Trust Financial Partners

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, Huron Consulting

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, California Baptist University

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, The Washington Center

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!

Greg Thatcher, Five Star Professional

Greg Thatcher IT Manager Five Star Professional

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Supporting leading financial institutions to concentrate on their core priorities

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Fortune 500 finserv company saves $400K a month with self-scheduling.

Financial Services Firm

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Top financial planning firm eliminates no-shows with SUMO.

Take your customer engagement to the next level

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