Increase your efficiency
Optimize your appointment processes and sales processes with automations and improve the utilization of your employees.
Save your costs
Reduce administrative costs with automated online appointment scheduling across all possible digital channels.
Generate more sales
Increase your sales through 24/7 accessibility and additionally reduce missed appointments through automatic reminders.
Strengthen customer loyalty
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
Your digital consulting process with Calenso could look like this:
Gain more new customers
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
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
Increase your customer satisfaction
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
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.
Learn moreSynchronize 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.
Learn moreSynchronize the calendars of all consultants
Speak the language of your customers
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.
Learn moreCustomer 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.
Learn moreCustomer service in an intelligent way
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.
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.