Get your copy

As the scope of the COVID-19 crisis became evident in mid-March, banks and credit unions across the country scrambled to remake their customer engagement processes, while stressing the need for safety and social distancing.

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 Engageware customers 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.

Related Resources