As banking becomes more competitive, business leaders need to implement a powerful omnichannel strategy to retain customers. Fortunately, Qudini’s Bank Appointment Scheduling Software can help you do exactly that.
What are the top bank scheduling problems?
When it comes to selecting a Bank Scheduling Software, it’s essential that you find the right provider. This is because different systems are built for different sectors. For instance, a software that’s been built for small businesses is unlikely to have all the features your banks require.
Here are some key problems you should be mindful of when looking for bank scheduling tools:
- Missed deadlines for requested work
- Unsatisfactory customer service
- Delayed support regarding help requests
- Hard to manage settings and centrally configure them branch-wide
- Limited tablet device compatibility
- Doesn’t work on every single tablet device that you’d prefer to use
- Weak data analytics
- Software functionality isn’t banking-centric
- No or little influence on your provider’s future plans
Why we have the best Banking Appointment Platform
With Qudini, you don’t have to worry about any of the issues we’ve just mentioned because we have:
- The largest solution set and strongest data analytic capabilities: Qudini is the ultimate Retail Choreography software platform with software for Appointment Scheduling, Live Video Banking and Video Appointments, Clienteling, Virtual Queue Management, Event Booking, Task Management, Employee Communications and Shop Floor Management. On top, you can also use our integrated analytics system to capture over 100 data touch points on every customer.
- Hardware compatibility: With browser interfaces, Scheduling Apps for Android and IOS and a cloud software which is fully compatible with any hardware device, Qudini works in every banking environment.
- Centralized management: Branch teams can learn to use our platform efficiently within 30 minutes. HQ teams can also configure settings across your branches.
- Client collaboration: Collaborating with our clients is at the core of our business. Your feedback directly shapes our roadmap plans.
“Qudini makes my daily life much easier because the appointments that I get in for the day I know are going to go ahead. Customers have much more time to prepare and they’ve also had the ability to reschedule. For me there’s less admin time that I’m having to complete, giving me more time to get on with my day job.”
Video Banker, NatWest
What features does our Bank Appointment System include?
Some of the many features our Online Booking App comes with are:
- Capacity to make online bookings, pick a service or product and select an available time slot
- Choose an advisor
- Easily cancel, confirm or reschedule bookings
- Personalized customer questions based on selected service or product with question types options for free text, drop down, image selection, digital signature and much more
- Share after-service surveys with customers over email or text
- Add and manage bookings on any desktop, tablet or smartphone
- Many store team associates can use the software at once
- Print appointments
- Call center teams can fully manage appointments
- Platform operates across different time zones and stores simultaneously
- Head office associates receive analytics reports sharing an insight into customer purchasing patterns, appointment utilization and much more
- HQ teams receive regular reports with analytics to help them understand appointment uptake and to learn more about customers
What are the proven benefits of using our Appointment Software?
Our clients typically see the following benefits when they roll out our Scheduling App:
For instance, you can expect to:
- Acquire 60% more new customers
- Double your appointments
- Reduce the no show rate by around 70%
- Increase staff productivity by 25%
- Significantly reduce costs through better resource management
Why banks need Appointment Scheduling
As digitally native banks gain popularity, long standing brick-and-mortar banks need to enhance their in-branch services to stay ahead. Given that three quarters of Millennial and GenZ customers say there are major benefits to services like Appointment Booking, this is a great initiative banks can use to retain their customers. After all, demand for appointment scheduling certainly is only on the rise, as the increase in Google searches for “bank appointment” show.
One of the key reasons behind this rapid growth is that today’s customers prioritize convenience. Being able to seamlessly book an in-branch or virtual appointment and receive service at a pre-arranged time is far more convenient than standing in a long queue.
Essentially, to ensure customers continue opening accounts, banks need to create the perfect banking environment. Banks that are slow to use customer experience technology to engage with customers risk losing brand relevance.
What services do customers want to book appointments for?
Usually, customers schedule appointments in banks for:
- In-branch banking advice
- Business client advice
- Video banking
- Mortgage services
- Loan services
- Community Bankers/field bankers who meet customers out of branch in local community locations
- Accessibility (including assisted banking, wheelchair access and quiet store hours)
Do customers want banks to use Booking AppS?
According to our latest survey on the demand for appointments, a staggering 81% of customers want bank appointments.
Nearly half (45%) of the 2,000 US consumers we surveyed want to be able to book in-branch appointments, while just under a third (30%) want virtual appointments.
Additionally, we also found that 93% of consumers who have had an appointment in the past year can name at least one major benefit.
Moreover, customers are:
- 24% more likely to make an in-store purchase
- 25% more likely to choose a bank which offers appointment booking over a competitor
- 29% more likely to return to a bank
Enhance your omnichannel strategy with Qudini
Check out our short banking infographic to learn more about customer interest in virtual services like video appointments.
