Case Study: Asset Planning Corporation streamlines client scheduling with Cronofy

Asset Planning Corporation onboarded their team in a day with Cronofy

Asset Planning Corporation, a boutique financial planning firm, faced challenges with their previous scheduling tool, Calendly. Their consultative philosophy required a more personalized and controlled scheduling experience for clients, moving away from permanent booking links that reduced advisor control and raised security concerns. They sought a new solution to enhance trust and streamline the appointment booking process.

Cronofy provided its Scheduler, which allowed the generation of unique, personalized booking links for each meeting. This solution gave advisors more control, eliminated email back-and-forth, and created a seamless, professional experience for clients. The entire team was securely onboarded via Cronofy's Enterprise Connect service, which integrated with their on-premises Exchange server. The implementation was completed within a day, exceeding expectations and freeing up time to focus on building client relationships.

Asset Planning Corporation