Workforce Management Branch Forecaster
Analyze and predict branch demand and resource capacity with accurate forecasting.
Automate the creation of optimized schedules for bank and credit union branches.

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.
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.
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!
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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banks in the US and Canada use Verint Branch WFM software
branches have been licensed to use Verint Branch WFM to optimize their workforce
years of industry leadership
Analyze and predict branch demand and resource capacity with accurate forecasting.
A business intelligence tool that allows you to query branch staffing and scheduling data to create custom dashboards, reports, and visualizations.
Capture and analyze face-to-face interactions with branch customers for quality, compliance and sales effectiveness.
Maximize capacity and utilization by aligning schedules to forecasted demand.
Optimize productivity and capacity, improve processes and help ensure compliance.
Speed time to answer and improve accuracy by delivering relevant, contextual knowledge resources.
Get timely and critical feedback from customers to assess and manage their customer experience.