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Increase your efficiency

Optimize your appointment processes and sales processes with automations and improve the utilization of your employees.

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Save your costs

Reduce administrative costs with automated online appointment scheduling across all possible digital channels.

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Generate more sales

Increase your sales through 24/7 accessibility and additionally reduce missed appointments through automatic reminders.

Strengthen customer loyalty

Zwei Männer in Anzügen schütteln sich die Hand.

Strengthen customer loyalty

Young people are the next generation of bank customers. They are digital natives, love individuality and want to be able to access everything online in a matter of seconds. Letters for new appointments are out! With Calenso, you can increase your customer loyalty many times over by providing an attractive digital consulting process.

Conversation platform for financial service providers

Take your financial advice to the next level with the seamless collaboration between Unblu and Calenso. Unblu enables secure communication with clients via video consultation, co-browsing, live chat function and secure messaging.
The biggest advantage here is that Unblu allows you and your clients to view documents together.

Conversation platform for financial service providers

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Your digital consulting process with Calenso could look like this:

Beratungsprozess bei Calenso - Flowchart

Gain more new customers

Beispiel einer Umfrage für Versicherungen die via Calenso erstellt wurde

Gain more new customers

Convert visitors into valuable bank customers by having them fill out interactive forms. The collected information can be automatically transferred to your ERP or CRM system via the Calenso interface.

Automate your appointment making

Customers can make appointments around the clock. Calenso not only calculates all free appointments by matching multiple calendars, but also reminds your customers of upcoming appointments.

Automate your appointment making

Terminvereinbarung Mockup am Desktop und Mobile

Advise your customers online

Advise your customers online

With digital consulting, the customer experience is more flexible, efficient and personalized than ever. Especially for young people, online consulting is a must-have.

Conclude contracts online

With our smooth Unblu E-Sign feature, you can provide case-closing advice by having your customers sign contracts directly online.

Conclude contracts online

videoberatung Cbrowsing Design

Increase your customer satisfaction

Auswertung der Kundenzufriedenheit via Calenso

Increase your customer satisfaction

Send automated follow-ups after each appointment, where your customers can rate the appointment and share their opinion. Follow-ups improve customer satisfaction many times over!

Interested?
Convince yourself personally!

Customized functions for banks and financial service providers

Every industry deals with different difficulties in everyday work. Based on customer surveys and our own experience, we have highlighted the most important functions of Calenso for banks and financial service providers.

Customer management & reminder

CRM Übersicht Calenso Dashboard

Customer management & reminder

With Calenso you can expect a clear customer management. You can leave individual notes for your customers and overview the appointment history. Furthermore, you can ask your customers to answer questions before completing an appointment booking, in order to be as ideally prepared as possible for the conversation. With the reminder function, you additionally prevent appointment cancellations and idle times.

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Synchronize the calendars of all consultants

If your appointments have already been recorded digitally, you don't have to get used to anything. Calenso allows you to connect multiple external, private calendars per employee. You can record your vacations and absences in your external calendar as before. If you need a pre- or post-processing time for certain appointments, you can enter this explicitly for these services. Calenso calculates all free appointment windows with all considerations automatically. Therefore overbooking and appointment collisions are a thing of the past.

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Synchronize the calendars of all consultants

Übersicht des Calenso Kalenders und den Integrationsmöglichkeiten mit externen Kalendern.

Speak the language of your customers

Übersicht der Sprachen im Calenso Dashboard.

Speak the language of your customers

You offer the consultations in different languages? Great! Customers really appreciate that. That's why Calenso is also available in multiple languages. Your customers can easily switch to their native language when booking an appointment. You only need to translate your offer - the rest of the words are already translated. Calenso can be switched between German, French, Italian and English.

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Customer service in an intelligent way

You want feedback from your customers for your consulting? With Calenso Smart Actions you can do this automatically with one mouse click - immediately for all your customers, after every appointment. In addition, there are other intelligent helpers that support you in customer care, retention and recovery.

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Customer service in an intelligent way

Darstellung des Smart Actions des Feedbackprozesses mit Calenso

Calenso - Guaranteed data security

Calenso's security concept protects the data of your bank and our software on all levels.
Security is our top priority!

SSL encryption

Highest security standards and SSL encryption protects your data from unauthorized access. Passwords are never stored unhashed, credit card data is not stored.

GDPR compliant & ISO certified servers

Servers and databases are ISO certified and are located exclusively in Switzerland in a highly secure data center of a renowned provider.

Data location Switzerland

Daily backup of data and storage in different locations. The appointments are in your calendar. In the unlikely event of a server failure, you still have all your appointments with you.

Do you need integration with your ERP or another system? Sure!


At Calenso, we have IT geniuses and developers who will work out a fully comprehensive online appointment setting solution for your company. With Calenso Corporate, individualized solutions are developed to integrate online appointment scheduling into your system. You will also benefit from custom branding in the widget display, all notification forms (mail and SMS texts and design) and much more. The project will be handled by an experienced software developer from Calenso, who will be available for questions and customizations.

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Why Calenso?

With Calenso your company grows faster, more successful and smarter! Put an end to endless mail traffic and complicated phone calls when making appointments. Use Calenso's intelligent appointment scheduling tool instead.

Calenso revolutionizes the way you communicate with your customers.

Easy to use
Individuell & Anpassbar
Kalender-Synchronisation
Can be integrated everywhere
Video chat & co-browsing
Analyses & Reporting
24/7 Support
Guaranteed data security

How can Calenso help a bank?


Arrange a non-binding expert demo