Case Study: How CI Assante Wealth Management achieved 323% ROI with Calendly
Key results
The challenge
At CI Assante Wealth Management, as much as 40% of the administrative team's time was spent trying to schedule client meetings through back-and-forth emails. The manual process tied up staff and created a poor booking experience for clients.
The solution
CI Assante adopted Calendly, letting clients self-book advisor meetings through shareable links, with Workflows and team scheduling that could route clients to different advisors. Integrations with Microsoft Teams and Zoom supported the shift to virtual meetings.
“For me, it's a no-brainer. Our advisors are happy, and our clients are happy.”
AKAsiya KhanManager, Branch and Business Practice, CI Assante Wealth Management
The results, in context
CI Assante achieved a 323% ROI with Calendly, including more than $343,000 in administrative cost savings, and reclaimed 13,607 hours. On average, each advisor can now reach 143% more of their client base.