Appointment Booking Software for Financial Services Providers

Increase bookings, reduce admin, grow your business

Offering a premium service is an essential part of your financial service offering. So, making your services seamless to access should be a top priority in helping you to; provide fantastic service, attract clients to your business and reduce time on admin.

The Qudini Appointment Booking Software enables you to make services easier to access and even enables you to convert website clicks and phone calls into bookings. In doing so, Qudini drives traffic to your business and enables you to provide a premium customer service that builds loyalty…without spending time on admin.

Qudini supports a wide range of businesses and independent freelancers providing financial services including:

Helping you to...

  • Increase sales and conversion
  • Grow customer loyalty
  • Save time and improve operations
  • Enhance profitability

Capture appointment bookings from any channel 24/7

Increase footfall to your financial services offerings by allowing clients to schedule their visit in a way that suits them, including:

  • Online appointment booking interface
  • Individual staff profile pages, enabling your team to take bookings direct. Link to their individual booking page from your website, their LinkedIn profiles and business cards
  • Your team and receptionist can create appointments from any desktop, smartphone or tablet

Convert website clicks and social media engagement into instant bookings

Easily set-up and customise an Online Appointment Booking interface. Link to this from your website, Facebook page and other social media channels, to enable customers to view your availability and make a booking.

Minimise no shows

Save time on admin and eliminate no shows with seamless customer communications in the form of:

  • Automated Email & SMS reminders
  • Links to maps and useful information
  • Tailored manual communications
  • iCal/Google/outlook calendar links
  • Webpage for customers to reschedule or cancel
  • Feedback surveys post visit

No Booking Fees! Simply pay your monthly subscription fees. Qudini does not take booking fees. So you retain all your revenue.

Manage and grow your business

Improve productivity by managing your clients, team, and resources with:

  • Easy-to-use calendar interface available on any desktop, tablet or smartphone
  • Staff notifications of customer bookings and activities
  • Book follow-up visits for your customers to return
  • Report appointment outcomes

Analyse and Improve your performance

Continually improve your resourcing strategies, sales, footfall and even marketing initiatives, through accessing analytics via real-time dashboards and email reports sent right to your inbox.

Increase attendance to your client engagement events

Hosting engaging and useful events is a fantastic way to build relationships that enable your financial services organisation to acquire and retain clients.Use the Qudini Event Management Software to plan and create events that clients and prospects can easily browse online, book and share on social media. The Qudini event features enable you to drive footfall and ensure an efficient operation and premium customer experience.

Use Qudini in your head office to improve employee experience and company culture

Learn how you can use Qudini within your head office to:

•  Improve your tech support service
•  Increase engagement with company training, education and cultural events


  • 40%

    Improvement in client satisfaction

  • 10%

    Conversion increase for travel agency

“Conversion has increased since we added Qudini appointments. Loyalty has improved too.”

Store Leader, Thomas Cook



Let’s collaborate to create your unique customer journey



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