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Tailored for your needs

  • Quick & Easy to Use
  • Client Reminders
  • Online Appointment Bookings
  • High level of Security
  • Data Encryption
  • Google Calendar Integration
  • Clients can book 24/7
  • Customer Relationship Management
  • Appointment Analytics

Scheduling for Financial Institutions

With YellowSchedule your bank or financial institution can run more efficiently by streamlining your appointments. Your clients will have the ability to book the advisor or specialist they want at a time and location that suites them, leaving your lobby free for clerk-based transactions. Bookings are streamlined allowing you to keep track of your next appointment and reduce the wait time of your customers.

YellowSchedule for easy use by teams of staff and supports multiple locations. Your administration team can easily set user access across small or large team of financial professionals.

Features for Financial Institutions

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Text & Email Reminders

Save time and end no-shows today! Automatically remind clients about appointments by email and text messages.

YellowSchedule online booking screenshot

Online Booking

Your clients can book an appointment in confidence and confidentially online, directly from your website, Facebook, or your new microsite.

beautiful reports and metrics

Track Key Metrics with Beautiful Dashboard Reports

Watch your efficiency go through the roof on our beautiful reports. We take good care of your data and make it easy for you to see and understand.

calendar sync icons

Calendar Sync

Easily Sync your YellowSchedule calendar with your preferred calendar.

Client Secure Online payments

Online Payments Module

You can now also take payments, deposits and issue refunds for appointments easily through the system.

Security & peace of mind

We know how important your client data is and have put great attention to detail to make sure it is safe and secure (and always backed up) allowing you to fully concentrate on supporting your clients.

  • HIPAA Compliance
  • Hosted on State-of-the-art Servers in a Top Tier Data Center
  • SSL Technology Protects Transmission of Data
  • 256-bit Client Data Encryption Standards
  • Database Replication and Daily Backups