When the team at Arizona Federal Credit Union wanted to deliver personalized member services and improve in-branch efficiency, they chose Engageware.

The Phoenix-based credit union has more than 125,000 members and $1.3 billion in assets. Arizona Federal operates more than a dozen ServUs Center locations throughout the metropolitan Phoenix area.

Like any retail financial institution, Arizona Federal knows its members have many choices on where to do their banking. But what sets Arizona Federal apart from the competition is its commitment to delivering personalized services to its members. That’s why it selected Engageware for its appointment scheduling and mobile banking platform.

“Deploying Engageware will enable us to deliver personalized banking to every member through a unified platform that simplifies appointment scheduling and ensures an exceptional experience,” said Jason Paprocki, Chief Operating Officer of Arizona Federal Credit Union.

The credit union will leverage Engageware omnichannel Banking by Appointment and other customer engagement capabilities to optimize in-branch efficiency and deliver personalized member services. The goal is to enable Arizona Federal to deepen its relationships with members, and enhance their trust and loyalty by connecting members with the right credit union employee who can help them.

“After an extensive technology review, we knew Engageware was exactly the right platform to support our growth and bolster our emphasis on delivering outstanding member service by leveraging online capabilities,” Paprocki added.

Banking by Appointment will enable Arizona Federal members to book in-branch, web and phone appointments or join the queue though a wide range of channels including the website, mobile app and by phone. This flexibility enables members to determine the most convenient time for them to meet with a financial coach and schedule that time via their preferred channel.

To find out how Engageware can help your credit union or bank deliver appointment-driven personalization, schedule a time to speak with an Engageware Expert.

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