White Glove helps financial advisors get quality clients through marketing automation and done-for-you campaigns.

As part of their product & feature expansion, they needed to allow users to register and schedule a consultation with a financial advisor that would occur over a video conference call in a one-on-one format.

In order to power this experience, White Glove asked us to build an API to enable registrants to be able to schedule their consultation.

We built a robust API to connect BigMarker, a webinar & video conferencing platform with Nylas, a 3rd party scheduling tool.

This enabled registrants to select a meeting time convenient for them, and then meet with an advisor via BigMarker at that time. Automated email & text reminders were also  configured to mitigate drop-off.

Additionally, we integrated BigMarker/Nylas with both HubSpot & Salesforce to enable registrant information to populate within the respective CRM platforms.