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Online Booking for
Corporate Finance

Simplify client interactions and stay ahead in the fast-paced world of corporate finance with Breely’s powerful scheduling platform. Automate meeting bookings, reduce missed opportunities with timely reminders, and allocate your team’s resources more effectively. Enhance your operational efficiency and provide top-tier service for your valued clients.

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Strategic Capital Advisors

Step 1 of 3

Financial Consultation

A personalized session where expert financial advisors provide actionable strategies for improving corporate cash flow, managing investments, and ensuring long-term profitability.

Risk Assessment Meeting

A dedicated meeting to evaluate a company’s financial risks, offering tailored solutions to mitigate exposure and ensure compliance with industry regulations.

Breely Scheduling for Corporate Finance

Managing a corporate finance business means balancing client meetings, team schedules, and intricate financial analyses—Breely is your key to efficiency. Our platform automates scheduling, sends reminders, and keeps you on top of your appointments without the hassle. Boost client satisfaction and team productivity with an effortless solution built to handle the demands of corporate finance professionals.

Your time is money in corporate finance, and Breely helps you save both. With automated appointment scheduling, intuitive client management, and resource tracking, you’ll never lose sight of what’s important. Improve your client relationships and drive better results by taking the administrative burden off your plate.

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Features

Breely’s scheduling platform enables corporate finance businesses to automate bookings, send personalized reminders, and optimize resource allocation for maximum efficiency. Whether managing client consultations or internal team reviews, it helps reduce administrative workload, minimize scheduling conflicts, and allow professionals to focus on delivering exceptional client outcomes.

Scheduling

  • Booking for 1:1 appointments
  • Group classes, events, and workshops
  • Book staff and other resources like seats, lanes, bays, and more.
  • Booking for multiple staff, locations,and time zones

Design

  • Design beautiful forms, scheduling, and messages
  • Personalize colors, themes, and more to match your brand
  • Integrate directly into your website

Messaging

  • Send text messages & emails
  • Automate messaging to deliver the right message at the right time

Integrations

  • Connect to Google, Apple iCloud, and Microsoft 365
  • Embed directly into your website
  • Integrate with thousands of other apps via Zapier
  • Developer tools for custom integrations

Forms

  • Collect information from clients at any point
  • Gather leads, enrich scheduling, collect follow-up info, and more
  • Advanced customization and conditional sections for the perfect experience

Automation

  • Automate any workflow
  • Trigger based on events from forms, scheduling, and more
  • Re-engage lapsed clients, convert leads to customers, and provide delightful tailored messaging to clients
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