Use case · Wealth management
Video appointment booking for wealth management advisors
Patrimonial relationships require time and trust. A poorly framed booking link can make a serious topic feel rushed.
The challenge is to offer simple access without reducing advice to a bare time slot: right duration, right purpose, clear confirmation and room for a partner if needed.
Why does a wealth advisor need a dedicated video booking link?
Video suits discovery meetings, annual reviews, arbitrations or sessions with an accountant, broker or notary.
When several calendars are connected, clients see realistic availability instead of a theoretical agenda.
- Discovery : understand family, tax and professional context before proposing.
- Annual review : check in without requiring a systematic trip.
- Arbitration : bring client and partner together around a documented decision.
- Qualify : separate audit, follow-up, arbitration and partner meeting.
- Size : use durations aligned with the level of advice expected.
Common problems in patrimonial advisory
Without the right tool, coordination becomes invisible work. The situations below come up in most practices, whatever the size.
- Preparation : a good meeting often needs documents and clarified objectives.
- Long meetings : advisory slots are not fifteen-minute calls.
- Partners : notary, accountant or broker may need to join.
- Manual rescheduling : repeated back-and-forth to book, move or confirm an appointment that a single path could avoid.
- Scattered video access : confirmation arrives on one channel and the video link on another, which creates confusion on the day.
See also: avoid double bookings
How Mes rendez-vous simplifies the journey
The goal is not to add another tool, but to bring booking, confirmation and video access into one readable path for you and your clients.
- Single link : one shareable link on your site, signature or client communications, with distinct formats for each appointment type.
- Reliable slots : calendars you actually use feed the availability shown, without offering slots already blocked elsewhere.
- Dedicated video space : video access is attached to the booking confirmation, without hunting for a link in a message thread.
- Browser access : clients join from the browser without installing software or creating another account.
- France hosting / GDPR : a framework suited to professional exchanges in France, with a product built for business use.
See also: share a booking link · accountants
Concrete example
An independent wealth advisor prepares long audits and arbitrations with notaries or accountants. Email scheduling sometimes delayed the first useful meeting by several days.
He configures Mes rendez-vous with discovery, audit and partner arbitration formats. The link appears in his signature and invitations. The client books an appropriate slot, receives video access, and office and travel calendars stay aligned.
What you set up in practice
Once the slot is booked, your clients join a full video session, right in the browser, no app to install:
Works on all devices
Works on iPhone, Android, PC and Mac. Right in the web browser, no app to download.
Example: a prospect or wealth client connects from their device of choice for a first meeting.
Live participants
Add participants during the session. Ideal for bringing in an expert or colleague in real time.
Example: you invite a notary, investment adviser or decision-making spouse at the last minute.
Multi screen sharing
Share multiple windows, apps or screens at once. Guide your clients step by step efficiently.
Example: wealth summary, regulatory material and simulation can be shared at once.
Secure file sharing
Transfer documents, screenshots or configuration files securely during the session.
Example: you send portfolio reports, KYC or heavy subscription documents.
Discussion space
Built-in chat to exchange messages, links or written instructions during the video session.
Example: you share upcoming signatures, a documentation link or points to approve before allocation.
Booking and calendars
- formats for audit, follow-up and arbitrations
- office, in-person and partner calendar connections
- professional booking link for clients and prospects
- video suited to documented conversations
Related guides
Go further on online booking, calendar centralization, or your video appointment setup:
Wealth advisor FAQ
Can a patrimonial audit be prepared over video?
Yes, if the slot is long enough and useful information is clarified beforehand.
Can a partner join?
Yes — video works well with notary, accountant or broker.
How do I keep a premium image?
Avoid scattered links and offer a sober, reliable booking path.
Does the client receive clear video access?
Yes — confirmation includes access, which reduces day-of delays.
Can several calendars be connected?
Yes. Recommended to show only genuinely free slots.
A more professional frame for patrimonial meetings
Give clients simple access to video appointments while keeping slots suited to the quality of your advice.