June 16, 2022

Engageware’s Scheduler for Salesforce Solution Now Features Personal Booking Pages for Wealth Managers and Financial Advisors

Industry’s leading intelligent appointment scheduling solution first to offer new capability enabling frictionless customer interactions, streamlined booking process

TEWKSBURY, Mass., June 16, 2022 – Engageware, the industry-leading provider of customer engagement solutions, today announced the availability of Personal Booking Pages for its Scheduler for Salesforce solution. This new feature further extends the company’s market-leading intelligent online appointment scheduling solution by providing users an even more streamlined, intuitive booking process to deliver more personalized, high-value customer interactions to help drive measurable growth.

Designed for wealth management professionals, financial advisors, bank/loan officers, sales professionals and customer success managers, the new Personal Booking Pages feature provides existing clients and prospects immediate access to their trusted advisor or banker through a simplified booking experience. The simplified booking process eliminates friction, enabling clients to easily connect via their preferred delivery channel, including in-person, virtual or phone, at the time of their peak interest. Clients simply click on a secure link and can select a time, date and location that is most convenient for their schedules.

Personal Booking Pages allows wealth managers and financial advisors to easily configure and control various booking options without requiring the assistance of a Salesforce administrator or complex development functions. The end result provides a more simplified booking experience displaying all available appointment offerings in one centralized view for the client, which the client can access via a single, secure link.

CEO of Engageware, Bill Clark, said, “In today’s increasingly competitive environment, it is crucial that advisors and bankers offer personalized, individual appointments through a seamless interface and secure environment. This not only improves customer engagement, but also establishes trust and loyalty to build strong, long-term client relationships. The Personal Booking Pages feature is a powerful, yet simple to use and easy to manage tool. We were among the first to pioneer online appointments and remain committed to leading the charge while enhancing the overall user and customer experience. This latest release furthers our commitment to continuously evolving our solutions to meet market needs with adherence to the highest compliancy standards.” 

Now available on Salesforce’s AppExchange, the leading enterprise cloud marketplace, Engageware’s Scheduler for Salesforce solution combines the world’s top customer relationship management (CRM) platform with the leading intelligent appointment scheduling solution. This enables users to easily and efficiently connect with customers and prospects by eliminating traditional scheduling hassles. Engageware has the most customers and has created the most appointments in the industry, recently surpassing more than one billion appointments. Market leaders across all industries trust Engageware’s appointment scheduling to differentiate their service offerings, optimize business efficiency, and maximize customer satisfaction.

About Engageware
Engageware provides industry-leading technology and expert know-how to help organizations better engage their customers. Having surpassed scheduling more than one billion appointments, and trusted by more than 500 organizations, Engageware’s self-service, appointment scheduling, and knowledge management SaaS solutions – combined and integrated with those of our market-leading partners – make it easy for customers to answer their questions quickly, connect to the right resources when scheduled expertise is needed, and get a consistent, efficient experience when help from a representative is required. Organizations that use our customer engagement solutions deliver quality customer experiences no matter the channel — enabling faster growth with greater efficiency. Follow us on LinkedIn and Twitter.