AI Scheduling for Financial Advisors
More client meetings, less scheduling overhead
Your revenue is directly tied to client meetings. Carly maximizes your face time by eliminating scheduling friction.
Try Carly →Set up in 2 minutes.
Scheduling problems financial advisors know too well
Quarterly reviews need to be scheduled at scale
When you manage 100+ clients, scheduling quarterly reviews becomes a massive admin burden. Carly can coordinate all of them.
High-net-worth clients expect white-glove service
Sending a booking link to a wealthy client feels cheap. Carly provides the personal touch of a human assistant.
Compliance windows create scheduling constraints
Certain meetings must happen within specific timeframes. Carly tracks deadlines and proactively schedules before they expire.
See Carly in action
An advisor wants to schedule quarterly reviews with multiple clients
Carly, I need to schedule Q1 reviews with my top 20 clients. Each is 45 minutes. Let's spread them across the next 3 weeks.
I've drafted personalized emails to each of your 20 clients proposing 2-3 available slots over the next 3 weeks. Each email is spaced to avoid back-to-back reviews. Want me to send them all now, or review the schedule first?
Meetings Carly handles for financial advisors
Financial Advisors who use Carly save 6-10 hours per week on scheduling.
Works with the tools you already use
Carly connects to Google Calendar and Outlook natively. It coordinates meetings with anyone, regardless of what calendar system they use.
Ready to reclaim your calendar?
Join thousands of financial advisors who use Carly to automate scheduling.
Get Carly Today →Frequently asked questions
How does Carly help financial advisors schedule client meetings?
Carly handles the coordination of portfolio reviews, planning sessions, and new client consultations. It sends personalized scheduling emails on your behalf, making clients feel like you have a dedicated assistant.
Can Carly help schedule quarterly reviews at scale?
Yes. Give Carly your client list and it can send scheduling outreach to all of them, spreading meetings across your available time to avoid overload.
Is client data secure with Carly?
Carly only accesses calendar availability and scheduling context. It does not access financial data, account information, or investment portfolios.
Does Carly integrate with financial planning software?
Carly works through calendar integration (Google Calendar and Outlook), which syncs with most financial planning and CRM platforms.
Can clients request meetings directly through Carly?
Yes. Clients can email or text Carly to request a meeting. Carly checks your availability and books it automatically.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."