Workforce Management Branch Scheduler
Automate the creation of optimized schedules for bank and credit union branches.
Our Workforce Management for Branch Customers
Optimize branch scheduling
Ensuring you have the right branch resources at the right time to meet your customers’ needs is a huge challenge. Branch managers can spend hours creating and maintaining staff schedules. Verint WFM Branch Scheduler automates this process to help ensure the right resources are staffed by time of day, day of week or month, and by market opportunity.
Branch managers at Capitec, a leading South African bank, were spending up to four hours per week on staff planning and scheduling. With Verint Branch WFM, the time was reduced to just 15 minutes per week.
Capitalize on sales and growth opportunities
To drive sales and revenue growth, bankers need to schedule time for proactive business development, outreach, and sales appointments. Verint WFM Branch Scheduler builds time for these activities into banker schedules, and ensures there are enough branch staff scheduled so bankers are not drawn into service transactions due to insufficient staffing.
Learn how Regions Bank grew households and deposits with Verint Workforce Management for Branch.
BAI Article: Using Branch Workforce Management to drive sales
Branch banking expert Jackie Hudson shared with BAI four sales-driven, workforce management strategies that can help financial institutions achieve their branch sales targets.
Improve efficiencies and reduce costs
One of the challenges with branch staffing is scheduling for the customer facing activities as well as the non-customer facing activities, administrative work, and dual control requirements. With Verint WFM Branch Scheduler, First Horizon Bank was able to schedule a float pool to cover absences and ensure non-customer facing activities occurred during business hours, reducing overtime by 80 percent!
Increase branch staff engagement
Verint WFM Branch Scheduler, contains an employee self-service hub, Connect, which gives employees access via a mobile app or computer to schedules, time off requests, shift swaps, and more. This easy access to schedules increases staff flexibility and better enables them to balance work and home life.
Learn how Associated Bank increased colleague engagement.
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Our people are the core enablers of making banking easier for our customers and for driving growth and efficiency. Verint’s Workforce Management for Branch software helped us develop the right delivery model for relationship banking.
With advanced workforce analytics, we were able to understand the value of a team member in every service transaction. That’s critical to making sure we don’t have too much or too little capacity.
Verint Workforce Management for Branch helps banks and credit unions improve efficiencies, enhance customer experience, and drive sales and revenue growth based on the needs of specific branches and markets.
- 12 of the Top 15
banks in the US and Canada use Verint Branch WFM software
- 40,000+
branches have been licensed to use Verint Branch WFM to optimize their workforce
- 20+
years of industry leadership
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Discover the Power of Verint Branch Workforce Management
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