Streamline your data management process with the Acuity Scheduling + Finaeo integration

Acuity Scheduling is an online appointment scheduling software that helps you easily manage your meetings and appointments, receive payments, and much more. With Acuity Scheduling, you will never need to ask “what time works for you” again. The process of getting appointments is completely automated. First of all, you decide your availability. You just need to select what time fits better for you on the calendar, based on your tasks and needs

Then, you get a shareable link that you can send to your customers in order to let them choose a date that suites to both. With Acuity Scheduling, clients see your real-time calendar availability, so they can book an appointment, a consultation or a meeting with you. Moreover, they can directly pay through the platform, in advance.

Unexpected events should never be an obstacle for you. That’s why, with Acuity Scheduling you can easily re-schedule your meeting with one click. If you are a professional, a business owner or a team manager, Acuity Scheduling is the perfect tool you need to be in full control of your availability, 24/7, 365 days per year.

Finaeo is a CRM that connects the insurance industry globally. Finaeo is the main technological partner for insurers, wholesalers, and consultants who wish to improve the customer experience.

Finaeo is a solution for the digital assistants and sales manager for financial consultants. Finaeo's intuitive interface eliminates the steep learning curve and allows financial advisors to immediately take action.

Finaeo's cloud-based platform allows advisors to access their database anywhere and has interesting features like voice notes that you can leave for yourself after a client meeting.