Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
- Mid-Size
- Small
- Solo
Product Description
Product Positioning
Scheduling and appointment booking tool within Microsoft 365 used by advisors for client meeting management.
Description
Microsoft Bookings enables advisors to offer clients self-service appointment scheduling integrated with Outlook calendars and Teams meeting links.
APIs and Security
Public APIs
No
