All channels
One adviser calendar
Every enquiry in one place
Referral, website, phone or WhatsApp: every consultation lands in the same calendar, for you and every adviser in the office.
Online booking for financial advisersYour practice.
Always reachable.
Book, remind, answer, keep track of annual reviews. While you're in a consultation. Web, app and smartwatch.
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Images & videos on this site: AI-generated.
ForFinancial & insurance advisers
Four jobs.
One office.
Book
Get paid
Remind
Phone
All channels
Today · 3 bookings
BookingRemind⋯
09:00Claudia NeumannOnline
11:00Markus WeberPhone
18:00Lisa SchulzWhatsApp
Services
- First consultation
- Financial analysis
- Pension check
Your booking link
terminio.ai/finanzberatung-aurich
Copy link
WebsiteEmail signatureGoogle profile
First consultation · 45 min
Book nowConfirmed
Appointment booked
First consultation, analysis, pension: set up once
Duration, price, location and who does it. A first consultation gets 45 minutes, a financial analysis 90. The price is optional: enter 0 and none is shown. terminio works the free slots out from that.
One link, bookable everywhere
Website, email signature, Google profile or business card. Clients book after work in the evening, in person or by video, without an account.
Booked and prepared
Booked in 30 seconds, with a note on which documents to bring. Whoever gets a reminder is in front of the camera at six on Thursday.
Simple
fast & secure
Simple, fast & secure
At the desk.
At the client's.
On the wrist.
Web app at the desk, app on the phone, the next appointment on the watch. One account for the whole adviser team.
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AI phone assistant
A call mid-consultation? Sure.
Appointment booked? Check.
WhatsApp confirmation? Also check.
Your reception, even in the middle of a financial analysis
The assistant answers while you're in a 90-minute consultation, asks what it's about and whether in person or by video, checks free slots and writes the booking straight into your calendar. It doesn't advise; it books and takes messages. German phone number included.
WhatsApp remindersNo more
No more
missed consultations.
*Example calculation based on typical advisory figures. Results vary from office to office.
Bookings saved≈ 30per month
For you. And for your clients.
Your page. Open around the clock.
Whoever arrives through a referral or your website books after work in the evening: pick a topic, pick an adviser, in person or by video, pick a time, done. No account, no call back. In your design, with your logo.
A fee up front. If you want one.
Per service you decide: payment up front, full price or no price at all. The free first consultation stays free, the financial analysis is paid in advance if you like. Secure through Stripe.
No call gets lost any more.
The AI assistant answers while you're in a consultation: around the clock, in German. It asks what it's about and when suits, books and takes messages. It gives no financial or insurance advice; that stays with you.
Reminds, with the paperwork in mind.
Confirmation on every booking, a reminder before the appointment, with a note on statements, contracts and the video link, from your number, in your words. You don't type a single message.
One calendar for the whole office.
Several advisers, their own hours, their own specialisms: terminio works the free slots out from them. Clients book the adviser they know, the annual review gets its recall. Client records and reports included.
At the desk, as an app, on the wrist.
Web app in the office, app for iPhone and Android, smartwatch for the next appointment without pulling out the phone in a client meeting. One account, the same picture everywhere. Discreet and hosted in the EU.
Frequent questionsWhat advisers
What advisers
ask beforehand.
Yes. Per service you set whether it can be in person, by video or both. Clients choose when they book, the phone assistant asks, and the video link is in the confirmation and the reminder.
Also a fitOther industries,
Other industries,
same principle.
Wherever appointments are given and the phone gets in the way, the answer looks similar.
Tax advisers & law firmsBook, get paid, remind, answer. While you're in a client meeting. Web, app and smartwatch.Estate agentsHand out viewings, book valuations, remind, answer. While you're on the road. Web, app and smartwatch.Coaches & counsellorsBook, get paid, remind, answer. While you're in a session. Web, app and smartwatch.
Full diaries.
Less effort.
Start free, online in three minutes.
Download on theApp StoreGET IT ONGoogle Play