Client Scheduling That Meets Financial Industry Standards
Custom domains, encrypted communications, and branded booking pages. Built for the trust and compliance requirements of financial services.
Financial services demand trust at every touchpoint
Your clients entrust you with their financial future. A generic scheduling page with someone else's branding undermines that trust. And compliance requirements mean you can't just use any scheduling tool. You need custom domains, data control, and professional presentation.
Scheduling that reflects your institution's credibility
Proximity lets financial services firms host booking pages on their own domain, apply full branding, and maintain the professional image clients expect. Multi-language support serves international clients. Calendar integration prevents the double-bookings that damage client relationships.
Key Benefits
Popular Features for Financial Services
How Teams Use Proximity
Wealth Management
Let high-net-worth clients book portfolio review meetings on your branded domain.
Insurance
Schedule policy consultations, claims meetings, and renewal discussions with automated follow-ups.
Banking
Offer branch appointment scheduling for mortgage consultations, account openings, and financial planning.
Fintech
Embed scheduling in your app for onboarding calls, demo sessions, and premium support.
Start scheduling for Financial Services
No credit card required. Free plan available forever.