Echelon Financial, an Austin wealth management and tax strategy firm, now runs a clean, branded Calendly experience where every client booking arrives with a confirmation email and a text reminder.
12
Meeting types with branded confirmation emails
100%
Test bookings confirmed
Automated
Text reminders before every meeting
Secure
Document uploads before every meeting
Echelon Financial runs client reviews, tax strategy calls and wealth management introductions through Calendly, so the booking experience is often a client’s first impression of the firm.
Some clients were booking a meeting and then hearing nothing: no confirmation and no Zoom details. Over the years the Calendly account had also filled up with overlapping versions of the same meeting, which made it harder for clients to pick the right one. Echelon had already written its own client emails, but they lived in Word documents instead of going out with each booking.
Echelon Financial is a wealth management and tax strategy firm in Austin, Texas. It meets clients in person, by phone and on Zoom, and runs its scheduling on Calendly, Zoom, Egnyte and Microsoft Outlook.
Echelon Financial
