AI by industry · Financial advisors
Online booking for financial advisors
Advisors schedule discovery calls with prospects, annual reviews with clients and planning sessions with couples. A booking page built for them offers each type with the right length, asks the few questions that prepare you, and sends reminders listing what to bring. Reviews can be booked a year ahead, automatically.
Map your practice: see what could run on its own
Enter your website. The Brain reads it and shows every step of your financial advisor that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Different meetings, different pages
A discovery call is short and low-pressure. A planning session needs statements. An annual review needs updated goals. Each page asks only what that meeting needs.
Keep the discovery call free of paperwork. A short form is enough.
Couples and families
Finding a time for two spouses and a CPA is a chore. A tool can offer overlapping times and invite everyone with one link.
Put the CPA or attorney on the invite when a client asks, so everyone hears the same thing.
Review cadence on autopilot
Once a client has a standing review rhythm, invitations go out ahead of time and rescheduling is simple.
Let clients reschedule themselves, and flag a review that is running late so it does not quietly slip a year.
Picture this
Examples of what it can look like in a financial advisor. Illustrations, not clients.
A prospect books a discovery call and answers one question: what prompted the call.
A couple receives one link to choose a time that works for both, and the CPA is added as a guest.
Every client gets their annual review invitation on schedule, with a checklist of what to update.
Map your practice in Westward’s Brain
Enter your website. The Brain reads it and shows every step of your financial advisor that could run on its own, and what we would build first. Free, about 20 seconds, no sign-up.
Not ready? See an example map
Questions
Should discovery calls be free?
That is your business decision. The tool can handle either.
Will it add video links?
Yes. It can attach a meeting link to every confirmation.
Can it handle remote clients?
Yes. Offer video or phone for clients in other cities, and keep time zones clear.
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