For financial advisors
First meetings booked while you're with clients.
Kunuus answers prospects' practical questions, books initial consultations and reviews into your real availability, in your office or by video, and reminds everyone - without ever giving financial advice.
Free to set up · pay when you publish · 14-day free trial
Confirmed
Initial consultation · Wed 16:30
Reminder scheduled
An example conversation with the booking assistant
Sound familiar?
New clients shouldn't wait for your inbox
Enquiries arrive while you're in client meetings and cool off before you reply.
Emails back and forth just to agree on a date for a first meeting.
Annual reviews slip because nobody chases them.
How Kunuus helps
From first enquiry to a booked consultation, handled
Practical answers, no advice
It explains how you work, what a first meeting covers and what to bring - and leaves any financial advice to you.
Office or video
Clients choose how to meet; video meetings get the link in their confirmation.
Your real availability
Books around your Google Calendar, with the buffers and notice you set.
Documents before the meeting
If you allow it, clients can attach documents when they book, so you can prepare.
Reminders that get confirmed
Clients confirm with one tap, or move the meeting themselves.
An assistant for you, too
Ask "who's coming tomorrow?" or "move my 3 pm to Friday" and confirm.
Everything included
One setup, every way customers find you
- Your own booking page and link
- A booking widget for your website
- QR code for your door, cards and flyers
- Email and WhatsApp confirmations
- Reminders with one-tap confirm
- Waiting list that refills cancellations (Growth plan)
- Google Calendar sync
- Speaks English, German, French, Spanish, Turkish and Arabic
Questions
What financial advisors ask us
Does it give financial advice?
No. It answers practical questions about your practice and booking, and says that advice comes from you in the meeting.
Can I offer initial consultations and annual reviews separately?
Yes. Each service has its own length, description and price text, so clients book the right meeting.
Can I approve new clients before the meeting is confirmed?
Yes. You can choose to confirm each booking yourself instead of automatically.
What about client data?
Kunuus keeps only what the appointment needs, under the GDPR. You can export or delete a client's data at any time.