Long wait times, unpredictable member flow, and no structured appointment process made it difficult to optimize staffing or route members to the right specialists. See how one Midwest credit union solved it with Engageware.

See what’s inside:

• 25% increase in appointment requests in the first year without expanding staffing costs
• 50% increase in financial wellness appointments and 70% increase in business appointments in 2023
• How Smart Matching connected members with the right specialist regardless of location