How are people using Calendly for financial services?

Learn how financial service professionals around the world use Calendly to eliminate administrative tasks and gain back time for business growth.

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Nomadfinancial

“Scheduling is no longer a pain point. With all my potential times available on Calendly, it really does make the process easier—both for entrepreneurs and for me.”

Andrew Klein, Nomad Financial

Key Results:

  • Eliminated minimum of 3 emails per meeting scheduled
  • Gained time for at least 8 client meetings per day
  • Allows new contacts to gracefully follow up on their own time without pressure

Nomad Financial provides financial services specifically designed to meet the needs of startups.

“It’s really fulfilling work,” said Andrew Klein, who runs Nomad’s Seattle office. “It’s having that entrepreneur ethos that really sets us apart.”

Until recently, however, Andrew’s ability to help entrepreneurs scale was hindered by the scheduling process.

“I’d tried to make it easy by making my own calendar public,” he said, “but even that took two or three emails.”

Then a client sent Andrew his Calendly link.

“I was able to schedule in about one click,” Andrew said. “I wanted to create that kind of availability for people.”

Since signing up, Andrew has eliminated a minimum of three emails per meeting scheduled, and adding automatic breaks between meetings has increased the number of Andrew’s daily appointments.

“Adding a 15-minute buffer for driving time lets me schedule back-to-back,” he said. “Today, clients have scheduled eight meetings. Without Calendly, I wouldn’t have realized I had time for eight meetings.”

Calendly also makes it easier to gracefully follow up with prospects after networking events.

“In the past, someone I’ve met might say ‘Hey, let’s get together,’ but if I immediately propose a bunch of times, they might feel boxed in,” Andrew said. “With Calendly, the onus is on them to choose a time.”

Fewer emails, automatic breaks and simplified lead follow-up let Andrew focus on what matters: helping entrepreneurs succeed.

“Scheduling is no longer a pain point,” he said. “With all my potential times available on Calendly, it really does make the process easier—both for entrepreneurs and for me.”

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Bench

“Although you wear many hats at a startup, this has allowed me to only wear the hats I like to wear - the ones that directly impact our growth.”

Rob Pintwala, Bench

Key Results:

  • Automated almost all administrative work
  • Sold on simple, modern interface & customer service
  • Gained time for account management, business growth

Bench is “both a SaaS and people-powered service,” said Account Manager Rob Pintwala. “We handle the entire bookkeeping process, allowing entrepreneurs and small business owners to get back to doing what they’re passionate about.”

But for a company committed to removing stress, Rob had a lot of his own to deal with.

“I’m an account manager, though that’s only one name,” he said. “I also work with our product team to implement client feedback, and I focus on bigger partnerships.”

Bench’s scheduling system also required Rob to manage every employee’s calendar.

“With our old system, if employees wanted to manage their calendars, we had to pay around $50/person,” he said. “The price and complicated process were too much.”

When Bench switched to Calendly, Rob no longer spent hours on admin tasks, but could focus on accounts and growth. And the look and feel of the software complement Bench’s need for modern design.

“The UI and UX are vastly better, which we put on a pedestal,” said Rob. “Calendly aligns with our brand nicely, rather than sending clients to some ugly page.”

Another alignment with the brand that Rob noticed? The amount of personal attention he receives as a user.

“The customer service we’ve gotten is fantastic,” he said, “and the price is right!”

Now that scheduling is managed automatically, Rob—like Bench’s clients—can focus on what matters.

“Although you wear many hats at a startup,” he said, “Calendly has allowed me to only wear the hats I like to wear - the ones that directly impact our growth.”

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