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OnceHub for

Financial Services


Stay competitive with your clients and be accessible to potential clients, while complying with industry regulations

Stay competitive with a new generation of clients

You are working with a new generation of tech-savvy clients. These clients expect a convenient way to get in touch, without the back-and-forth. In order to stay competitive, you must be using the right tools to connect with this generation.

With online scheduling, you can allow your clients to book their periodical reviews and ad hoc meetings at a time and on a device convenient for them.

The scheduling experience will be fast and simple. Clients will appreciate being able to schedule on their own time.

Add additional subject matter experts to your meetings

Each advisor at your firm has their own expertise, whether it’s corporate finance, retirement planning, or investments. Some meetings may require expertise in different areas. The challenge in setting up these meetings is finding a time that works for everyone - your client, and team members who are juggling a large client base.

With OnceHub, you can create panel meetings, allowing your clients to meet multiple subject matter experts simultaneously. When a client clicks on your scheduling link, they will only see availability for possible panel combinations. You can choose specific advisors, or an area of expertise and OnceHub will assign a relevant advisor.

You will be able to easily coordinate meetings with multiple subject matter experts to better meet your clients’ needs.

Be accessible to potential clients

Clients expect a lot from the firms they entrust to manage their money. With online scheduling, you can show potential clients that you value their time and needs.

By displaying your availability on your website or social media, you are letting potential clients know that you are accessible and are capturing them at the peak of their interest. With OnceHub, you can add a strong scheduling call to action on your website, giving website visitors a clear path to follow if they wish to learn more about your services. Potential clients will be impressed by the user-friendly interface and the ease of scheduling time with you.

Comply with industry regulations

OnceHub eliminates the hassle of scheduling client meetings while allowing you to remain fully compliant with industry regulations.

Each team member receiving bookings can track their activity in their account’s activity stream. Event details are only visible to the booking recipient, ensuring that private information is never revealed to other users. All booking activity is also aggregated in reports, providing internal management (branch managers, compliance) and external authorities (DOL, FINRA, SEC) with full transparency.

OnceHub also gives you the ability to automatically forward a hidden copy of all outgoing customer email notifications to a designated email address, allowing you to comply with industry regulations and organizational policies.