💰Use Case
Pre-qualify your prospects in full regulatory compliance
Structured questions to assess wealth management needs. Stay compliant while qualifying effectively.
💰
Financial Services
Why 22Calendar for financial services?
📜
Built-in compliance
Qualification questions that meet regulatory requirements. Tracked and documented.
🎯
Client segmentation
Assets, goals, investment horizon. Route to the right advisor or product.
📁
Automatic documentation
Every response is recorded. Prepare your client files ahead of the meeting.
Key Features
Everything you need to qualify and convert.
Automated KYC questionnaire
Segmentation by assets and objectives
Routing to specialized advisor
Compliant interaction history
Business tools integration
GDPR-compliant booking
“Pre-qualification lets us arrive at meetings with real client knowledge. And it's 100% compliant.”
Isabelle G.
Wealth Manager
New: AI Qualification for your meetings
Ready to stop wasting time on unqualified calls?
Create your first flow in 5 minutes. Free up to 50 bookings/month, no credit card required.
5 min setup · No credit card · Cancel anytime