Transform Today’s Branch Experiences with Integrated Appointment Booking
Learn how integrated appointment booking and workforce management solutions transform branch visits into seamless, personalized experiences that boost engagement and drive revenue.
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Imagine a customer wants to open a new bank account or discuss a mortgage. They visit your bank’s website or mobile app to book an appointment, but the system doesn’t display real-time banker availability. Same-day time slots aren’t shown, and there’s limited options to specify the services the customer needs.
Meanwhile, branch managers are stuck manually updating calendars, risking double bookings, struggling through rescheduling requests, and losing time that could be used for more productive work.
Despite sounding outdated, many banks still rely on disconnected appointment booking tools and workforce management (WFM) systems, creating friction for both customers and staff.
Learn how integrated solutions deliver connected journeys that boost engagement and drive sales.
Disconnected Systems Frustrate Customers and Bankers
Today’s customers expect immediate and personalized experiences—yet the banking landscape is changing rapidly.
While digital channels continue to grow and gain importance, the branch remains a critical touchpoint for delivering personalized service and building customer trust, especially for high-value banking interactions, such as mortgages and investments.
To unlock the full revenue potential of your branches, banks need real-time connectivity between their digital and physical channels. Siloed appointment and scheduling tools result in:
- Branch managers spending excessive time manually updating calendars
- Customers unable to book same-day appointments
- Challenges matching customers with the right banker
- Missed sales opportunities
- Frustrated bankers and customers.
All in all, it’s extra work for your employees, service delays for your customers, and errors that damage customer experience (CX) and revenue. In an era where convenience drives loyalty, these inefficiencies carry a steep cost—but they’re entirely avoidable.
Integrate Appointment Booking with WFM in Real Time
Leading banks are transforming branch visits and delivering efficient, personalized and profitable CX by leveraging appointment booking solutions that integrate directly with staff schedules in real time.
Powered by the Verint Open Platform, the Verint Appointment Booking and Queue Management solutions work seamlessly with Verint Workforce Management to provide:
- Real-time visibility into banker schedules
- Automated updates when banker availability changes
- Dynamic routing to match customers with the right specialist at the right time
By orchestrating the entire branch journey from appointment scheduling to service and beyond, banks can eliminate unnecessary manual processes and deliver effortless, customized CX.
For example, a large national bank doubled appointment traffic and reduced appointment no-shows by 70 percent and branch walkouts by 60 percent with Verint’s integrated solutions.
Read the banking case study here.
Choreograph the Bank Branch Experience with Verint
Learn how Verint helps banks and credit unions redefine in-branch CX with connected journeys across digital and physical channels.
Explore Verint Branch Workforce Solutions:
- Verint Appointment Booking
- Verint Queue Management
- Verint Event Management
- Verint Workforce Management for Branch