How Appointment Scheduling is Remaking the Banking Experience

The pandemic changed the way customers behave. Consumers now expect the ability to schedule an appointment at a time and place that is convenient to them. Learn how banks & credit unions are leveraging appointment scheduling to safely engage customers both in-branch and virtually.

Many institutions closed some or all of their physical branch locations, removing lobby access in favor of drive-thru or ATM service. Others shifted a large portion of their customer engagement to virtual channels, including phone and web conferencing. One of the most effective tools for retail banks during this period and beyond is online appointment scheduling.

Download this eBook to see examples of institutions who are successfully leveraging appointment scheduling to respond to the COVID-19 crisis, as well as best practice considerations for banks and credit unions moving forward.