Check Member Appointments
Ashley reviews today’s appointments previously made by members using geolocation technology from their smartphone, tablet, or computer before ever setting foot in the lobby.
Achieve higher employee productivity and engagement for a stronger competitive advantage.
Improving branch sales, member satisfaction, and operations starts with better forecasting and scheduling which keeps member service levels high while keeping labour costs low.
Ashley reviews today’s appointments previously made by members using geolocation technology from their smartphone, tablet, or computer before ever setting foot in the lobby.
A teller calls in sick. Ashley quickly replaces him with another available teller to ensure her previously created best-fit schedule continues to align the right number employees with member demand.
Josh reviews the lobby tracker application, indicating two members waiting in the lobby — none of whom has been waiting longer than the 5-minute service threshold before alerts are sent to management
Because Josh is the only one in the branch who handles HELOCs, he selects the visitor in the Lobby Tracker queue with this specific need instead of a car loan request.