Superpowered advisory, across every interaction
Connected modules that support financial advisors before, during and after every customer interaction - creating one structured advisory lifecycle across your organisation.
Connected modules that support financial advisors before, during and after every customer interaction - creating one structured advisory lifecycle across your organisation.
From scheduling and preparation to live assistance and structured follow-up. Together, the modules form one connected platform that ensures continuity, governance and measurable progress across every interaction.
Built for financial institutions, &money integrates with leading CRM and enterprise systems, including Salesforce and Microsoft Dynamics 365.
Structured APIs and secure data exchange ensure reliable synchronisation, compliance control and scalability across large advisory organisations.
Schedule has contributed to a transformation of our business model. We have seen a marked increase in customers booking meetings themselves, which has directly led to higher sales and employee efficiency.
From structured preparation and and realtime advisor assistance to automated summaries and follow-up, AI is embedded across the platform.
It reduces manual work, strengthens advisory quality and turns everyday interactions into structured insights and measurable outcome.
