Banking & Finance Scheduling Software

  • Client online scheduling & Omnichannel booking for your business
  • Make sure your business stays running with 99.99% uptime
  • Secure and safe data with Microsoft Azure

Banking & Finance Scheduling Software

Get Yocale's Core Business Booster For Enterprises

Free online scheduling software

Online Scheduling

Keep your banking & finance business open 24/7 with online appointments. Allow your customers to schedule and reschedule from any device, at their convenience.

Free online scheduling software

Real-Time Reporting

Get tailored reports of your banking and finance business with custom reports based on the criteria you determine.

Free online scheduling software


Yocale is hosted on  Microsoft Azure servers, which is trusted by 90% of Fortune 500 companies to keep your data secure. 


Integrations & API

Improve your daily workflow by automating your banking and finance business with simple integrations for your enterprise business to simplify your day .

Banking & Finance Scheduling Software, Tailored For You

Yocale’s enterprise scheduling and online booking system is built for retail banks, credit unions, financial institutions, wealth management firms, investment banks, brokerage firm, insurance or mortgage companies. Find out why Yocale is the best online scheduling software made for banking & finance businesses just like you!  

Simplify Your Business Booking and Client Management Process

Yocale’s scheduling & calendar management platform helps optimize your customer engagement by optimizing your client omnichannel booking experience through a powerful backend appointment router and an easy to use booking interface.

This combo not only helps to simplify your business and booking operations but also helps to increases your revenue, customer loyalty, and customer lifetime value.

Popular Banking & Finance Enterprise Features

Smart & Easy Calendar

Make calendar appointment management smarter with the easiest to use calendar on the market. Completely customizable to look and feel just the way you need for your daily needs.

Yocale takes the fuss out of managing your banking and finance appointments and makes it incredibly simple and easy with our customizable scheduler. See everything that is happening at a glance, from what staff is working to what days have available time slots and customize it the way you want.

Free online scheduling software
Free online scheduling software

Robust Online Scheduling

Keep your business open 24/7 by offering online appointments, bookable from any device. Give your customers the self-service options to schedule and reschedule appointments from any device, at their convenience. 

Or if you want to offer online booking but still have flexibility? Leverage the power of online booking by allowing your banking and finance clients to request appointments instead, which you can accept, decline or propose a new time.

Omni-Channel Online Booking

Yocale allows you to open your booking schedule up to potential clients through multiple avenues to help maximize your banking and finance bookings.

Let yourself be booked through your website, Google, Yocale’s marketplace, social channels such as Facebook and Instagram, and anywhere else you want clients to book you through.

Free online scheduling software

Client Relationships Made Easy

The secret to customer loyalty? Knowing your customers – and having this information easily accessible. Yocale makes it easy to track client details via individual client profiles so that you can deliver more personalized customer service and make your banking and finance clients remember you.

Your All-In-One Scheduling Solution

From Calendar management, online scheduling, client management, payments and more, Yocale has you covered from A-Z and ready to handle your everyday needs to help streamline your banking and finance business or help grow your bottom line.

Free online scheduling software

Smart Appointment Matching

Deliver the perfect appointment to your banking and finance clients by allowing Yocale’s intelligent backend to match the ideal staff member based on the appointment criteria. Let Yocale play the client-staff matchmaker through automating the perfect appointment scenario.

Website UX
Website UX

2-Way Calendar Sync

2-way external calendar syncing allows you to easily connect your Yocale to other calendars to easily create and update appointments in one, and have it sync in another.

Don’t let double bookings and other scheduling errors happen to you. By syncing your calendar with Google Cal, iCal and Outlook, Yocale keeps your calendar up to date and helps eliminate scheduling errors for your banking and finance business

Configurable scheduling & Booking Rules

Use Yocale’s scheduling and booking rules to intelligently handle your custom appointment parameters. With configurable rules, you can ensure that your booking policies and guidelines are respected during the client booking process.
Website UX
Free online scheduling software

Security Stronghold

Don’t put your business at risk – no business is too small to be targeted. Automating your business on the cloud is the ultimate in convenience and Yocale is hosted on  Microsoft Azure servers, which is trusted by 90% of Fortune 500 companies to keep your data secure. 

With 256-bit AES encryption and 50+ worldwide potential backup data centres, you can ensure your data is always safe and always available.

Powerful Point of Sale

Accept payments in a flash. Take pre-payments or deposits to help prevent no-shows and easily track and record all your transactions and run reports on these transactions. 

Yocale makes point of sale payments and tracking easy, saving your business time and money. Track and store your banking and finance client billing information, purchase history, payments, tip, taxes, inventory and more with extreme ease.

Free online scheduling software
Free Online Scheduling Software

Timely Email & SMS Reminders

Banking and finance businesses lose thousands and thousands of dollars every single year due to no-shows, make sure yours isn’t one of them! Yocale’s unlimited email and text (SMS) reminders reduce no-shows by 80%, saving your business thousands of dollars year after year.

Automate your reminders while saving your business thousands of dollars on no-shows every single year.

Reserve With Google

A revolutionary new way to win more business. Yocale and Google showcase your open appointments to people who are looking for them, then lead customers to book directly with you in a few simple clicks. Get Reserve with Google for your business today!

Free Online Scheduling Software
Free online scheduling software

Document Attachment

Yocale’s document attachment allows you to easily upload files right into your client profile and keep everything right in one place.

Create comprehensive client profiles by attaching forms, charts, images, reports and other files to them.

Free Form Builder

Easily build custom client forms for your banking and finance forms, consent forms, treatment forms etc. Let your clients fill them out before appointments or complete them after their visit.

Easily store these forms all within your client profile so you can access them when needed.

Real-Time Reporting

Get an up-to-the-minute view of the your most important business insights, from sales numbers to new client bookings to your marketing promotion results so that you always make the best decisions.

Get tailored reports of your banking and finance business with custom reports based on the criteria you determine.

Powered Anywhere You Are

With your business on Yocale’s cloud, you can access your business from anywhere, at anytime, from any device. 

Easily have access to your banking and finance scheduling and appointments no matter where or when you need it. 

Neat & Tidy Client Notes

Yocale makes it easy to keep your important client notes and information all in one place. With Yocale’s individual client profile, keeping your appointment notes, neat and organized.

Keep all of your banking and finance client notes in order and keep them secure. Have secure detailed notes of your clients visits and always accessible across your devices.

Client & Patient Notes
Free online scheduling software

Recurring Rebooking Reminders

Yocale automates rebooking reminders so that you keep your customers coming back week after week, keeping customer loyalty and your profits high.

Ensure you maximize the amount your banking and finance clients visits by customizing the timing of your rebooking reminders being sent out and tailor the reminder to make it easy for your client to rebook when convenient for them.

Integrations For All 

Get the most out of Yocale by integrating your calendar with the other apps your use everyday. This helps streamline your banking and finance business operations and makes for an efficient workday.

Create a more streamlined workflow with the capability of connecting other softwares right into your Yocale calendar. See how many possibilities you can create!

Why Not Try a free Demo?

Get a quick personal overview of Yocale to see how it can help turbo boost your business!

Online Scheduling Software
Online Scheduling Software
Online Scheduling Software
Online Scheduling Software
Online Scheduling Software