Win the Banking Revolution

Use cases

• Walk-in customer greeting, check-in and management

  Host App Walk-in Management

  Use Qudini to professionally greet customers entering your branches and manage their customer needs by checking them in for service, providing wait time information and assigning them to the most appropriate advisors. Check-in customers with pre-scheduled appointments and manage their visit throughout the branch.

  Solutions: Appointment Scheduling, Walk-in/Queuing Systems

• Premium services in-branch

  Appointment Scheduling and Walk-in Management

  Schedule appointments and seamlessly manage the walk-in customers interested in using your premium services.

  Use it for:

  • Personal bankers
  • Business bankers
  • Mortgage advisors
  • Loan brokers
  • Insurance services

  Solutions: Appointment Scheduling, Walk-in Management

• Queue Management in peak periods

  Queue Management

  In peak periods, enable customers to join a digital queue and to relax until they are updated when their turn arises.

  Use it for: 

  • Counter services

• Check service availability

  Walk-in Management and Appointment Scheduling

  Enable customers passing by your branch to seamlessly check service availability (via their phone, through kiosks or with a host) and request the next available slot that day by joining the queue or scheduling an appointment.

  Use it for: 

  • Personal bankers
  • Business bankers
  • Mortgage advisors
  • And more

  Solutions: Appointment Scheduling

• Financial workshops, classes and events

  Event registration and attendee management

  Enable customers to seamlessly discover, share and register for in-branch events, classes and workshops, such as: 

  • Financial advice classes
  • B2B client events and workshops
  • Community club events
  • VIP events

  Solutions: Event Management

• Lounge/cafe/business hub seating

  Sign-in, recognition and waitlists

  Sign-in

  Enable lounge visitors to sign-in and receive useful content on their phones.

  Recognition

  Recognize and view the customers within your lounge.

  Waitlist

  In peak periods, enable customers wishing to use your busy lounge to join a digital waitlist and receive updates when a space becomes available.

  Solutions: Walk-in/Queue Management

   

• Travel money services

  Manage queues and create faster currency collection

  Manage queues during peak times

  Create digital queues for your travel money counters.

  Click and collect online orders

  Enable customers who have pre-ordered their currency online to check-in as they enter your branch, enabling store associates to prepare orders in advance to create a faster customer experience.

  For an even more premium experience, enable customers to pre-book collection times.

  Solutions: Appointment Scheduling, Walk-in/Queue Management

• Ensure no customer is left unattended

  Request assistance

  Free your branch team to work on tasks across the shop floor without neglecting your customers by enabling them to call for help via their phones, self-service kiosks and WiFi buttons.

  Solutions: Walk-in/Queuing Systems

• Accessibility support

  Appointment Scheduling, Walk-in Management, request assistance

  Equipment and support

  Enable customers to seamlessly pre-book accessibility equipment and support or to request it on a walk-in basis.

  On the floor

  Enable your customers to seamlessly call a branch representative for accessibility support at any time.

  Solutions: Appointment Scheduling, Walk-in/Queue Management

• Compliance tasks and audit trail

  Task Management

  Easily create store individual and repeating compliance tasks, and view a complete audit trail of completed compliance tasks, to ensure a seamless store compliance with company practices and an easy auditing of performance.

• Ad-hoc tasks and recurring checklists

  Task Management

  Enable branches to manage ad-hoc and recurring tasks related to day-to-day activities such as: 

  • Cleaning
  • Meetings
  • Admin work
  • Compliance tasks
  • Cash management 
  • Stock management
  • Merchandising displays
  • Customer management

• Head office, regional manager and branch task collaboration

  Task Management

  Enable your head office and regional manager teams to seamlessly assign and manage store tasks, including:

  • Compliance tasks
  • Merchandising displays
  • Promotions
  • Admin work 
  • Reporting needs
  • General day-to-day needs
  • Urgent requirements

• Updates, motivational messages, tips and resource sharing

  Task Management

  Enable your store managers and head office team to seamlessly share information, news and resource content, images and attachments with their teams.

• Training and development

  Task Management

  Enable store leaders and head office teams to train new or existing store associates through sharing messages, tips and tasks, in addition to training videos and resources.

• Manage store associate time and activities

  Shop Floor Management

  Qudini Shop Floor Management enables your store teams to seamlessly view and manage store associates’ locations, shifts, breaks, tasks and customers to ensure the right people are in the right place at the right time. 

• Contact center telephony and video support

  Appointment Scheduling and Queue Management

   

  Enable customers to pre-schedule contact center appointments for telephone and video service support and financial advice.

  Eliminate waiting on hold by enabling customers to join a digital queue and receive updates before their advisor is routed to their phone.

• In-field personal bankers

  Appointment Scheduling

  Allow customers to schedule appointments, check availability and see nearby locations of “Community Bankers” – your personal bankers who meet customers in public areas such as cafes and libraries and provide financial advice.

  Solutions: Appointment Scheduling

• Mobile branches

  Appointment Scheduling and Queue Management

  If your bank has mobile bank branches that drive to remote towns to provide banking services, use Qudini to enable customers to schedule appointments.

  In addition, use Qudini to manage queues of customers requiring service at your mobile branch. 

  Solutions: Appointment Scheduling, Walk-in/Queue Management