Online Booking for
Investment Banking

In the fast-paced world of investment banking, staying ahead requires precision and efficiency. Breely makes it effortless to schedule client consultations, track interactions, and send automated reminders—allowing you to focus on closing deals and delivering exceptional service. Streamline your scheduling process and elevate client satisfaction with our cutting-edge platform.

Summit Capital Advisors

Step 1 of 3

Investor Consultation

A focused one-on-one session where investment banking experts provide tailored advice, financial solutions, and strategic planning to help clients achieve their investment goals.

M&A Strategy Session

An in-depth meeting dedicated to exploring and evaluating opportunities for mergers, acquisitions, and strategic business growth tailored to client objectives.

Breely Scheduling for Investment Banking

Breely empowers your investment banking operations with streamlined scheduling, automated reminders, and efficient client management tools. By simplifying administrative tasks, you’ll have more time to focus on delivering exceptional financial counsel and driving client success. Elevate your firm’s professionalism and operational efficiency with Breely today.

Take the complexities out of managing appointments with Breely’s intuitive scheduling platform, designed specifically for investment banking needs. Ensure on-time meetings, reduce administrative workload, and build trust with your clients through seamless coordination and reliable automation. Experience a smarter, more efficient workflow through Breely.

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Features

Breely’s scheduling platform ensures that investment bankers can allocate their time and resources efficiently by automating appointment management and client reminders. This reduces admin overhead, minimizes scheduling conflicts, and ensures a seamless customer experience—ultimately enhancing client relationships and freeing up time to focus on high-priority deals.

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