Customer story
A financial wellness education firm serving school districts across several states.
100+ advisors. District visits, client retirement reviews and advisor booking links — on one platform.
Before
- Rep schedules in a spreadsheet
- Booking links pasted into email
- Commissions in a separate system
- A separate booking link per advisor
What changed
Coordination for district visits
Schedulers book school-district visits on the call or by link, against one grid of every rep’s weeks.
Appointments for client reviews, by state
One public page asks which state a client is in, then routes them to the right review and the right advisor.
Meet replacing individual links
Every advisor has a personal page on the firm’s brand instead of a private scheduling account.
Video on the advisors’ own accounts
Zoom and Teams meetings are created on each advisor’s own account, with the join link everywhere it’s needed.
Commissions attributed automatically
Phone bookings, links and generated Meet links credit the right scheduler without a reconciliation step.
Outcomes
What the team got back.
- No double-bookings since launch.
- The scheduling team spends its day on the phone, not in spreadsheets.
- Receipts, commissions and payroll from one export.
Before Cordy, we were managing rep schedules in a spreadsheet, booking links in email, and commissions in a separate system. Now it’s all one place. The team spends time talking to clients, not chasing data.
Operations Manager · Financial wellness education firm
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