menu

Financial Services Scheduling Software

Streamline and grow your financial services business with automated appointment scheduling

eznet scheduler devices

The simple solution to growing your financial services business

EZnet Scheduler® Financial Edition enables you to capture new prospects and turn them into clients right from your website

We help your financial services business reduce expenses

Cut labor costs

by reducing appointment scheduling time

Boost staff productivity

by eliminating repetitive tasks

Schedule multiple locations

from one central financial services scheduling software

Capture appointment data

for quick client reference

Scale your financial services business

with resource management tools that optimize productivity

Communicate better

with automated text, email and voice messages

We help your financial services business increase revenue

Get paid quickly

via credit card before an appointment is scheduled (optional)

Meet consumer demand

for appointment self-scheduling while increasing after-hour sales

Retain clients

through satisfaction surveys, reviews and more

Reduce no shows

and cancellations = increased revenue

Increase repeat business

by scheduling recurring appointments

Sell multiple financial services

in a single appointment booking

And much, much more!

Our Features - Your Financial Business

Achieve the results you're looking for.

bar_chart Schedule unlimited appointments on 4 levels: resources, financial services, staff and client appointment time

alarm_on Two schedulers for the price of one: an be accessed by your clients or staff from your website or our URL

edit_attributes Send automatic appointment reminders, notifications and messages to keep clients engaged with you

trending_down Voice reminders reach elderly clients and those without internet access

dynamic_feed Powerful status change allows for multi-level automated client and staff notifications

emoji_people Built-in customer management system enables digital client records with client information, notes, images and appointment history at a glance

Visit our Features page to view our full list of features

And have we mentioned
FREE text message appointment reminders?

Charts & Graphs

They’re UNLIMITED!

Yes, FREE unlimited text messages come standard with all EZnet Scheduler Financial Edition plans. Reach out to your clients via custom text messages to remind them of upcoming appointments. No need to spend countless hours sending out emails and making phone calls. Our automated financial services appointment scheduling software does the work for you.

Schedule unlimited appointments

They’re UNLIMITED!

Yes, unlimited appointments come standard with all EZnet Scheduler Financial Edition plans. We don't impose limits because we’re on a mission to help your financial services business grow. That’s why our salon and spa appointment scheduler gives you the freedom to schedule as many appointments as needed, including recurring and overlapping appointments, with no limitations.

Charts & Graphs

Financial services appointment scheduling
at your fingertips

Everywhere you go, you can take EZnet Scheduler with you.

Change in plans? On the run? Out of the country? No problem! EZnet Scheduler appointment scheduling software gives you and your customers the freedom to access your scheduler on any device, at any time, in any place, to schedule, confirm or change appointments—all from the palm of your hand.

Responsive Devices

Experience our financial services
appointment software your way!

Buy now or start with a free trial. Either way, your subscription to our financial services appointment scheduler comes with a complimentary setup session. In 30 minutes or less, you'll be using EZnet Scheduler Financial Edition like a pro!

Buy it now,
and get 30 days free

Love it by the end of your first 30 days or we'll give you a 100% refund. If you decide to keep your scheduler, the second 30 days will be FREE.

Buy now!

Start with a 15-day
FREE trial

If you're undecided about a plan, take our scheduler for a 15-day test drive. No credit card required. Your appointments will be saved and will roll over into your paid subscription after your trial ends.

EZnet Scheduler integrations

Integrate EZnet Scheduler with your website, social media, sales CRM, Wordpress, Google, Shopify and a growing list of the world's most popular apps, and watch your productivity soar! Here are a few of our favorite integrations to get you started.

Google Facebook Shopify Wordpress

EZnet Scheduler is here for you

Customer service from real, live humans, not bots. That’s our promise to you.

Although our customers don’t often experience issues with our financial services appointment scheduling software, we’re still here for you—to answer your questions, solve issues when they arise and support your business goals. Just give us a call, email us or click/tap the button below to initiate a chat (with a real person, not a bot).