Financial services scheduling software

• keyboard_arrow_downHow is Anolla different from conventional financial services booking software?
  Standard appointment calendars only provide meeting scheduling, whereas Anolla is a full all-in-one revenue-optimizing and client management platform for financial services. Anolla connects booking of financial advisory sessions, investment and lending client CRM, risk profile management, and automated follow-up notifications in a single environment. Unlike static calendars, Anolla uses AI-driven recommendations and data-based schedule optimization to manage financial service workflows. The platform supports both hourly financial consultations and multi-day credit analysis, audit, or asset management projects in parallel, consolidating all investment, insurance, and lending appointments into a single portfolio calendar.
• keyboard_arrow_downDoes Anolla support hourly and multi-day financial service bookings at the same time?
  Yes, this is one of Anolla’s main competitive advantages in the financial services sector. Unlike many simple booking solutions, Anolla does not force financial institutions to choose between only hourly consultations or only daily-based projects. The platform allows you to schedule hourly investment advisory sessions, retirement planning meetings, risk management consultations, as well as multi-day audit projects, financial analyses and due diligence processes simultaneously. All appointments for financial advisers, portfolio managers, credit analysts and insurance specialists are consolidated into a central financial services calendar, which is ideal for hybrid business models such as asset management, credit brokerage, insurance brokerage and financial consulting.
• keyboard_arrow_downHow does the Anolla AI Assistant reduce administrative workload and human error in financial services?
  Anolla’s automated financial customer support AI assistant operates 24/7, answering recurring booking and contract-related inquiries from investment, loan and insurance clients. The assistant automatically resolves up to 79.3%¹ of standard financial service queries concerning appointment scheduling, contract extensions and changes to payment schedules, as well as up to 52.4%¹ of first-level technical issues in the client portal. This happens without manual intervention from financial advisors, portfolio managers or relationship managers, significantly reducing time spent on calendar coordination and repetitive explanations. Automated and logged customer communication minimizes the risk of errors in credit schedules, investment appointments and advisory session bookings, and lowers administrative workload by up to 39.3%¹, allowing financial experts to focus on high-value analysis and growing client portfolios.
• keyboard_arrow_downHow does Anolla’s dynamic pricing module help financial service providers optimize their prices?
  Anolla’s dynamic pricing module automates the pricing strategy for financial advisory, credit analysis, asset management and other financial services. A financial institution can create precise rules for adjusting advisory fees and service charges by time of day, workload, risk class, service portfolio or customer segment, such as retail clients, businesses or private banking clients. All tariff changes are applied automatically based on the configured business rules, allowing you to sell lower-demand time slots at a discount and position higher-margin services during peak hours and for more complex analyses. This pricing strategy increases utilisation of financial consultations, optimises advisors’ time and improves profitability across the entire financial services portfolio.
• keyboard_arrow_downIs Anolla suitable both for an independent financial advisor and financial institutions with multiple branches?
  Yes, Anolla is designed to scale from an independent financial advisor to a multi-branch bank, insurance company or investment firm with an extensive branch and franchise network. A solo financial advisor can start with a powerful free plan that covers the booking flow, client calendar, basic CRM and automated reminders. Multi-branch asset management firms, credit institutions and insurance brokers benefit from centralized booking policies, cross-branch calendars and unified client database management. The platform allows you to add unlimited branches, advisors, portfolio managers and account managers, and to provide role- and location-based access control (RBAC) that meets financial sector data security and compliance standards.
• keyboard_arrow_downWhich financial tools does Anolla integrate with?
  Anolla is built with an API-first architecture and supports key integrations within the financial services ecosystem. For payment processing, there is a direct integration with the Stripe payment solution, allowing clients to pay consultation fees, contract fees or management charges at the time of booking. Anolla supports comprehensive analytics integrations such as Google Analytics, Google Tag Manager and Meta Pixel to measure conversions in financial service sales channels and the customer journey. The platform’s open API allows Anolla to be connected with the institution’s CRM, asset management software, risk management systems, accounting program and BI/ML tools to export booking and customer data for further financial analysis and revenue forecasting.
• keyboard_arrow_downWhat does Anolla’s free package include and what do the paid financial features add?
  Anolla’s free plan includes all the core tools needed to smoothly launch financial advisory and investment consulting: an online booking page, a calendar for financial consultations, basic client profiles, appointment confirmations and automatic reminders. This solution is ideal for independent financial advisers, small insurance brokers and boutique asset management firms that want to digitize their scheduling process. Paid plans add unlimited automation for financial service workflows, advanced integrations with financial CRMs and portfolio management systems, loyalty modules, personalized investment program packages and reporting tools that help increase repeat business and boost each client’s lifetime value.
• keyboard_arrow_downHow does Anolla’s usage-based pricing help mitigate risks in financial services?
  Anolla’s usage-based pricing model is created to reduce the business risks of financial service providers and improve cost predictability. Financial advisors, asset managers, insurance brokers, and credit institutions do not have to pay high fixed monthly fees during periods when the number of contracts signed or consultations is lower. Platform costs always scale in proportion to actual booking volume, number of consultations, and the functionality used, which is particularly suitable for companies with seasonal financial product campaigns, a loan market affected by the economic cycle, and fluctuating volumes of investment transactions. This reduces the burden of fixed costs while maintaining flexibility in responding to market changes.
• keyboard_arrow_downHow quickly can I start using Anolla for financial services bookings?
  Setting up financial services booking in Anolla typically takes just a few minutes, and the entire configuration process is guided by a 24/7 context-aware AI assistant tailored to financial advisory, credit consulting and insurance appointment workflows. Anolla’s ease of use is rated 5/5¹ on Capterra, and statistics show that nine out of ten finance team members master the platform’s core booking, client management and reporting features in under 30 minutes¹. This allows financial institutions to digitize appointment scheduling quickly, without lengthy implementation projects.
• keyboard_arrow_downWhat makes Anolla’s financial services platform a future-proof solution?
  Anolla is a future-proof booking and client management solution for financial services thanks to its extensible modular architecture and cloud-based infrastructure. The platform evolves continuously, using AI-driven learning to analyse financial customer behaviour, booking patterns and service portfolios in order to provide data-based recommendations and automated optimisations. Unlike static scheduling tools, Anolla is built around a powerful API that enables deep integration with banks, insurance companies, investment platforms and accounting software. The extensible modular solution also supports the IoT ecosystem used in the financial sector, such as secure access control for investment offices, room bookings for meeting and conference rooms, and equipment rental (e.g. trading desks or presentation technology). This architecture enables ongoing integration of the latest fintech solutions, ensuring that a financial service provider’s booking and client management tools remain at the forefront of the market.

¹ Percentages are approximate indicators calculated based on our historical and current data. These figures are based on client feedback, surveys, and other analyses. The final result may differ. The outcome depends on the specific scope and sector of the application.