Financial Scheduling Services

Welcome........ To Financial Scheduling Services Incorporated, the only online scheduling service specifically designed for the financial services industry.

This service is designed to streamline the process of scheduling meetings between branch managers, registered reps and investment firm wholesalers, thereby allowing all parties better time management and productivity.

Part of automating your office scheduling is taking care of all the catering needs for your wholesaler meetings. We can provide breakfast or lunch catering, as well as specialties such as coffee carts and omelet carts. This is subject to where these services are available.

When a wholesaler wants to schedule a meeting into an office that we represent, we directly access that office's availability via the online calendar. If there is a specific date that is convenient for the wholesaler and available on that office's calendar, we will schedule the meeting and confirm it with the wholesaler right on the phone. The branch manager is notified immediately via e-mail as to the scheduled meeting specifics and purpose. Branch managers can log in to their account at any time to view their branch wholesaler meeting calendar.

By streamlining the tedious task of scheduling meetings, everyone benefits. Now branch managers can spend more time where it serves their firms best. Wholesalers benefit as well, by spending more time where you have the biggest impact, in front of reps!