AI-Agents for Financial Advisors working with Calendly
Calendly connects the entire meeting workflow — scheduling, payments, meeting notes, contacts, and more — and handles the work before, during, and after meetings.
Send clients updated invitations for changed video appointments.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsMatch a client's meeting purpose to the right advisor link.
Get the right appointment booking link for your invitee note, plus a sentence you can paste without searching every host and meeting type.
8 toolsFind open client times for the right appointment type.
Give colleagues meeting times they can pass to invitees, with booking links and a clear time zone after checking current openings.
5 toolsShow clients advisory call times during their local hours.
Offer customers call times that suit their local hours, with booking links from your meeting scheduler.
6 tools
