Case Study: CI Assante Wealth Management achieves 323% ROI with Calendly

How CI Assante Wealth Management achieved 323% ROI with Calendly

CI Assante Wealth Management needed a better way to manage scheduling for more than 800 financial advisors and their clients across Canada. Their manual process involved back-and-forth emails, duplicate data entry in Outlook and Salesforce, and time-consuming reminders, with admin teams spending up to 40% of their time on booking tasks. To improve the client experience, they turned to Calendly and its Teams subscription.

Calendly implemented scheduling automation with team scheduling, multiple event types, integrations with Microsoft Teams and Zoom, Workflows for reminders and follow-ups, and Meeting Polls for complex meetings. The results were significant: CI Assante Wealth Management reported 323% ROI, more than $343,000 in administrative savings over three years, and an estimated 13,607 hours saved. Advisors can now reach 143% more of their client base, while reducing hiring pressure and improving service.

CI Assante Wealth Management

Asiya Khan

Branch and Business Practices