Reveal Insights from In-Person and Virtual Interactions
Engageware Reporting and Analytics is a complete analytics system that helps your business use online appointment scheduling for maximum effectiveness in acquiring and retaining customers.
Gain valuable insights to help you and your team optimize your marketing spending, plan resources, achieve positive experiences for your customers, and profitable outcomes for your business.
Analyze appointment and event effectiveness
Understand customer demand for specific appointment types during specified timeframes, assess how effectively they were executed, and track key performance indicators on an ongoing basis. View company wide data or zero in on walk-in vs. pre-scheduled appointments, specific locations, products, employees, or time frames to learn what is working well and identify possible improvement needs.
Deeper insights with Peer Analytics
Engageware Peer Analytics allows your financial institution to gain insight into how your appointment scheduling performance stacks up against other banks and credit unions. With Peer Analytics, U.S. banks and credit unions can easily compare their appointment volume to similar sized financial institutions to gain greater insight into their relative performance.
- View the appointment rates of your institution compared to Financial Institutions of similar size
- Gain insight into benchmarking data to identify gaps and areas of opportunity to increase your institution’s usage of appointment scheduling
- Ensure you are optimizing your appointment scheduling solution and realizing your full appointment scheduling potential
Tie marketing spending to revenue
Identify conversion to sale down to the individual customer, the channel they used, and the outcome. Pinpoint marketing campaigns, channels, and other factors that most effectively influence the sale and maximize share of wallet. These insights help businesses develop strategies for increasing conversions and accelerating the sales cycle.
Watch a 3-minute demo of Enterprise Appointment Scheduling and learn why leading FIs and retailers choose Engageware.
Watch NowAlign scheduling with customer demand and improve employee efficiency
Identify trends with customer scheduling preferences, including preferred days and times and desired appointment lead time, and ensure that locations are staffed to meet expected customer demand. Assess how effectively specific locations and resources fulfill appointments, so best practices are shared and performance issues are corrected.
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