5 Ways to Use Appointment Scheduling in Banking

Sam Osbourne August 1, 2022

What is banking scheduling?

Before we get stuck in, let’s start with a basic definition of what a Bank Scheduling Software is.

Bank scheduling is simply a software solution that enables customers to book an in-branch or video appointment with a branch associate. They may be able to schedule their appointment from their mobile, by scanning a QR code in-branch or visiting the bank’s website.

Because they’ve pre-booked their slot, appointment banking customers can walk right into the branch and enjoy instant service without being stuck in a queue.

Verint’s platform uses Appointment Booking and Virtual Queuing Software to help banks serve walk-in customers and those with appointments.


5 Ways Use Bank Appointment Scheduling Software

Appointment Scheduling Software is quite a simple concept – it allows your customers to easily sign up for appointments with your in-branch or call center experts. However, the software can be applied to an incredibly dynamic number of use cases within banks.

Here are a number of ways banks can use Appointment Scheduling Software to create powerful online and in-branch experiences:


Opening new bank accounts

Unlike many other industries, banks still stand apart for their ability to offer highly personalized in-person experiences with their customers, and despite the increase in neobanks (or digital-only banks), many customers still prefer face-to-face interactions when dealing with a bank.

That’s why many customers will still want to visit a branch to open a new account. The easiest way to do that is by allowing them to schedule an appointment with an in-branch expert.


Wealth management and pensions

When it comes to wealth management, clienteling is essential. Customers are far more likely to prefer dealing with someone they know and trust.

That’s why leading banks are using Bank Scheduling Software to transform the in-branch customer experience by allowing customers to make regular appointments with the same expert advisor again and again.

To learn more about how to transform your banking offering, read Verint’s Banking Experience Report.


Mortgage or home loan consultations

Purchasing a new home can be an incredibly stressful and time-consuming affair but a Bank Appointment Scheduling System can make it easier by allowing customers to book a time-slot with an advisor at a time that suits them.

Banks can also provide details about their team members, such as their names and contact details, areas of expertize and availability for appointments, adding an entirely new aspect of personalization.



Most retail banks nowadays offer a range of insurance packages online. However, there will always be customers who prefer to make a decision by talking to a real human being over the phone, video call or in-branch. Typically, these customers wait in long queues.

Yet, with the right Bank Scheduling Software, you can offer quality virtual bank customer service and enable customers to pre-book an online appointment with a video banker. You can even enable customers to join a queue and wait to instantly connect with a banking advisor over video chat.


Account issues

Finally, one of the most common reasons customers visit a bank is to try and solve a problem with their account. This could be anything from reporting a lost or stolen credit card or online banking login issues.

Help customers under duress to book appointments with in-branch experts who can answer all their questions. This also gives your staff time to properly prepare the correct support before the appointment.