Branch Scheduling Software

Connect customers with the right person at the peak of their interest

Improve your customer engagement strategy with intelligent appointment scheduling technology that enables you to create better customer relationships and drive growth.

Engageware’s Appointment Scheduling has impacted our member experience in a positive way. Our NPS score has increased 18% after the implementation of Engageware’s Scheduler.

Del-One Federal Credit Union

Horacio Garcia-Korosec

Real customers. Real results.

Branch Scheduling Software

Branch scheduling software is invaluable in helping banks and other financial institutions meet the needs of their customers. Before this software was made available, traditional scheduling methods left much to be desired — bookings overlapped, branches were unable to keep up with demand, and it often led to confusion in terms of who was supposed to be meeting with whom at what time. Bank appointment scheduling has taken much of the stress out of scheduling, allowing for more effective solutions for customers, and improved processes for bank staff.

Banks might, for instance, create online appointment scheduler tools so that staff can more easily manage the various appointments for which they are responsible, ensuring to block off time as necessary and making space for additional appointments as availability allows. Branch scheduling software can help banks stay organized and respond to customers in a timely fashion. It can also provide opportunities for customers to connect with banks and other financial services to receive support whenever and wherever they need it.

Engageware offers banking by appointment across every channel, providing both remote and in-branch appointments. Now more than ever, customers still need to interact with a professional they trust before making important financial decisions. Offering the right resources is critical when your customers need assistance, whether it’s by phone, by video, or in-branch. In a world that’s becoming increasingly digital, it’s even more important that customers are able to access financial services without having to walk into a physical branch.

This is why Engageware developed intelligent appointment scheduling to help drive measurable growth for financial institutions that allows for omnichannel scheduling, virtual integrations, an employee mobile app, appointment analytics, queue management, and more. Given the recent history of branch lobbies being closed to walk-in service, customers were confused about how to engage with their bank. However, online appointment scheduling has proven to be an easily deployable solution to help rectify many of these issues, driving loan growth, workforce management, and improved customer experience overall.

Functions of Branch Banking

Branch banking allows banks and other financial institutions to operate and serve customers in a number of different locations. Rather than having to travel to their bank’s centralized headquarters, a customer can do business at a branch location that may be closer to home. The functions of branch banking are extensive, but are mainly tied to convenience and the expansion of banking operations to a wider community.

When considering how to improve branch performance, it’s important to take several different factors into account, such as customer satisfaction and overall reach. Of course, branch banking differs from other forms of banking in that customers have more options in terms of where to meet for appointments. This is where branch scheduling software comes in handy and is a great tool for learning how to improve bank branch performance.

Your goal is to help as many customers as possible, and scheduling software can help you do so in an efficient, organized way. Despite its challenges, branch banking can be a lifesaver for those who would otherwise have to drive hours to the bank. It’s even more helpful when used alongside appropriate scheduling software and tools to make bank-customer interaction easier, simplifying the process to onboard new customers, new accounts and new loans.

Branch Banking Example

 Bank branches are retail locations for banks, credit unions, or financial institutions where in-person or automated financial services can be provided. There are different types of branch banking, including credit unions and digital banking services, both of which can be accessed by customers, regardless of whether they’re located near a central banking location or not. A good bank branch strategy should account for customer accessibility, providing multiple ways for people to manage their finances and get in touch with support personnel.

A prominent branch banking example is Wells Fargo, which offers thousands of branches throughout the US. Other branch banks include Chase and Bank of America. While each of these banks has a central headquarters, their customers are able to access their services from several different locations, and this is the ultimate purpose and significance of branch banking.

Whether you are a small business or large financial institution, it can be challenging to manage customers booking appointments and make sure they receive the financial services they need. Thankfully, with Engageware, you can make it easy for customers to get things done and access tools and support. Engageware’s self-service solutions improve the customer experience, reduce call volumes, and drive growth and profitability for individual branches and overall banking systems. Its appointment scheduling solutions help to create higher value interactions that connect customers with the right person in your organization at the right time.

These services are particularly useful for branch banks, as it can be difficult for staff to stay organized across different locations. Scheduling software is one of the best ways that branch banks can stay connected to their customers and offer quality support in a flexible, easily accessible way. It also helps manage and schedule the right amount of staff. Generally, customers appreciate being able to manage things as much as possible on their end while still having a direct line to staff, which is what branch banks should aim to provide.

Appointment Scheduling Software

Appointment scheduling software can help banks connect with their customers and offer scheduling services in a convenient way. The best scheduling software should, ideally, include some sort of customer access portal through which users can browse and book available appointments. Customers no longer need direct access to an individual at a branch to apply for a loan, they can simply find open time slots in your employees’ calendars and book a time directly. Better customer experience, and major time savings for branch staff.

Similarly, the best appointment scheduling app might include mobile-optimized features for contacting support or being able to chat with a live agent. If you’re looking for the best appointment scheduling software, you have a lot of options, but it’s important to lay out your must-haves in order to ensure that your software of choice will meet your company’s needs.

Engageware offers solutions that enable businesses to turn interest into action. With Engageware’s user-friendly, intuitive scheduler, customers can connect to the resources they need at the time and location that suits them. Users can book appointments across multiple channels, get more high-value appointments, and increase the efficiency of their operations. Engageware’s queue and lobby management tools make it easy for employees to meet with customers in person and deliver exceptional on-site experiences. Customers are able to view real-time availability, and users can seamlessly manage customers across all branches and enable their employees to manage scheduled and walk-in appointments.

Appointment Scheduling For Banks

Appointment scheduling software can help banks and credit unions connect with their customers 24/7 by offering scheduling services across every channel. The best appointment scheduling software for banks should be highly configurable to support a variety of use cases, including scheduling phone, virtual (video conference), and in-person branch appointments. Customers should have full access to browse and book appointments that works best for their schedule. Customers no longer need direct access to an individual at a branch to apply for a loan, they can simply find open time slots in your employees’ calendars and book a time directly. Better customer experience, and major time savings for branch staff.

Engageware offers several different appointment scheduling features for banks. The platform’s powerful analytics and reporting dashboard allows users to track every buyer journey by channel so they can optimize their scheduling and increase efficiency at every customer touchpoint. Users can align their scheduling with customer demand, see how their business tracks against their peers, and receive the data they need for more profitable outcomes.

What’s more, Engageware enables users to match their resources with customer expectations. Users can be sure the unique requirements of every appointment request are routed to the team members and resources that can best help their customers. Engageware helps them to answer questions and solve problems faster, compile locations, skills, and availability on one calendar, improving every stage of the customer journey.

Engageware’s Scheduler platform makes it easy for users to connect virtually with customers, prospects, and colleagues. With support for personal meeting links and integrations with providers such as Zoom, POPi/o, Webex, Salesforce, and Google Hangouts, Engageware Scheduler allows administrators to create virtual appointment types, independent of location, that enable staff from call centers or remote locations to host virtual meetings by phone or video conference.

Benefits of Online Scheduling

There are many benefits of online scheduling. For example, with an online schedule booking system, customers can easily set appointments from the comfort of their own homes—no need to visit a branch location. With the best online appointment scheduling app, you can get in touch and stay in touch with your customers, meeting their scheduling needs, whatever they happen to be. Such apps can be particularly helpful to staff working outside of a main unit or branch bank.

With the right online appointment scheduling software, you can be well on your way to attracting more customers and getting them set up with appointments quickly and efficiently. Gone are the days of having to rely on the phone, or a paper scheduler, or walk-in appointments. Online scheduling tools have made it possible for customers to book appointments without the need to call for availability or wait several hours or days to get through to support staff. Overall, online scheduling takes the stress out of making appointments, both for banks and for customers. It captures customers and prospects at the peak of their interest when they are browsing your website for information on their financial needs. This is why, if you are a financial institution managing a large client base, it can be worthwhile to consider investing in an online scheduling software to meet the needs of your customers, and to drive better conversion and outcomes for your financial institutions.