Confirm Today’s Customer Appointments
Megan reviews today’s appointments made earlier by customers using their smartphone, tablet, or computer — before they ever step foot in the lobby.
Achieve higher employee productivity and engagement for a stronger competitive advantage.
Improving bank branch sales, customer satisfaction, and operations starts with better forecasting and scheduling which keeps customer service levels high while keeping labour costs low.
Megan reviews today’s appointments made earlier by customers using their smartphone, tablet, or computer — before they ever step foot in the lobby.
After receiving a sick notice from a teller, Megan quickly fills the shift with another teller to ensure her best-fit schedule seamlessly aligns the right number of employees with customer demand.
In Lobby Tracker Rick selects a customer who’s been waiting 5 minutes for info on a home equity loan (Rick’s specialty!). In the next moment, Megan selects a customer waiting 2 minutes for an online banking question. Employees’ unique skills are perfectly aligned with customer needs.
Rick floats between branches, using his mobile phone and tablet to see when he’s scheduled to work at which branch.