[FREE] Banking by Appointment: Balancing Customers & Staffing

Recorded: April 16, 2021     

COVID-19 has reinforced consumers’ desire to bank on their own terms. With the increased usage of digital banking and the contact center, the role of the branch is evolving from transactional to consultative. When a person visits your branch, they expect that whatever their need or question, it will be resolved quickly and efficiently. The challenge for branch operations – how do you optimize staffing to meet the changing needs and expectations of customers visiting your branch?

With banking appointments rising over 49% in the second half of 2020, learn how financial institutions are leveraging online appointment scheduling to improve customer experience, convert high-value opportunities, and properly staff branch locations.

In this webinar you will learn:

• COVID-19's impact on banking appointments and the opportunity it creates for all financial institutions.
• The top reasons consumers utilize appointment scheduling and how it varies by institution size.
• The impact appointment scheduling has on staffing visibility and planning.
• Case studies showcasing how financial institutions have leveraged appointment scheduling to maximize customer experience and optimal staffing levels.

• Your registration includes:
• A copy of the presentation materials
• Unlimited video replay

Refund Policy:

If you will have any issues with attending the simulcast, we offer a No Questions Asked Refund Policy any time before the start of a live simulcast.

CBANC Complaint Policy:

The goal of CBANC Education is to provide quality educational content and excellent service to our users.  If you have any questions or concerns regarding the quality of our content or service, please contact us at support@cbancnetwork.com.