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

TEWKSBURY, Mass.–(BUSINESS WIRE)–Engaging Softwarethe 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 smart online appointment scheduling solution by giving users an even more streamlined and intuitive booking process to deliver more personalized and high-value customer interactions to help to generate measurable growth.

Designed for wealth management professionals, financial advisors, bank/credit officers, sales professionals and customer success managers, the new Personal Booking Pages feature offers existing and prospective customers immediate access to their trusted advisor or banker through a simplified booking experience. The streamlined booking process eliminates friction, allowing customers to easily connect through their preferred delivery channel, including in person, virtual or over the phone, when their interest peaks. Customers simply click on a secure link and can select the time, date and location that best suits their schedule.

Personal booking pages allow wealth managers and financial advisors to easily set up and control various booking options without requiring Salesforce admin assistance or complex development functions. The end result is a more streamlined booking experience displaying all available appointment offers in a centralized view for the customer, which the customer can access through a single, secure link.

Engageware CEO Bill Clark said, “In today’s increasingly competitive environment, it’s critical that advisors and bankers offer personalized, one-to-one appointments through a seamless and a secure environment. This not only improves customer engagement, but also builds trust and loyalty to build strong, long-term relationships with customers. The Personal Booking Pages feature is powerful, simple to use and easy to manage. We were among the first to launch online appointments and remain committed to leading the charge while improving the overall user and customer experience. This latest release reinforces our commitment to continuously evolve our solutions to meet market needs while meeting the highest compliance standards.

Now available on Salesforce’s AppExchange, the leading enterprise cloud marketplace, Engageware’s Scheduler for Salesforce combines the world’s leading Customer Relationship Management (CRM) platform with the leading intelligent appointment scheduling solution. This allows users to easily and efficiently connect with customers and prospects by eliminating traditional scheduling issues. Engageware has the most customers and created the most appointments in the industry, recently surpassing over one billion appointments. Market leaders in every industry trust appointment scheduling from Engageware to differentiate their service offerings, optimize business efficiency and maximize customer satisfaction.

About Engageware

Engageware provides cutting-edge technology and expert know-how to help organizations better engage their customers. Having surpassed the scheduling of over a billion appointments and trusted by over 500 organizations, Engageware’s self-service, appointment scheduling and knowledge management SaaS solutions – combined and integrated with those from our market-leading partners – make it easy for customers to get their questions answered quickly, connect to the right resources when planned expertise is needed, and have a consistent and efficient experience when representative assistance is required. Organizations that use our customer engagement solutions deliver quality customer experiences across channels, enabling faster growth with greater efficiency.

For more information, visit engageware.com. follow us on LinkedIn and Twitter.

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