These options also give your staff the flexibility of taking meetings whether they’re working in-branch, remotely, or if they’re traveling across branches. Start by offering customers multiple ways to meet: in person, by phone, and via video call. Instead of going into a general queue and talking to frontline staff who’ll refer clients to a specific advisor, people get to the right person-a net time savings for staff and clients alike. You may be thinking, “Wouldn’t offering more choices be less efficient for my appointment process?” The truth is, you’re better able to direct your clients to exactly who they need to talk to. Offer Multiple Appointment Channels and Route Accordingly If you’re promoting your wealth management services, you could include a booking link to meet directly with one of your wealth advisors. Save even more time by adding custom booking links-a link that’s just to book with one campaign, team, or individual-to save customers those extra clicks. Website’s top navigation bar, next to the “login” buttonīut don’t stop there.Consider adding an appointment booking button to your: Make this service accessible by adding a booking link anywhere your clients regularly connect with you. By setting up self-serve digital bank appointment scheduling software, members can easily book appointments online, which are automatically added to advisors’ calendars. The key to increasing the speed and efficiency of your appointment process is using the right appointment and queuing tool. Make Your Appointment Scheduling Process Self-Serve, Digital, and Accessible And finally, by automating your appointment processes.Ĭreate a five-star appointment experience with our comprehensive guide ⭐ → 1. Second, by increasing clients’ convenience through thoughtful choices and routing. First, by creating a customer experience that prioritizes self-serve features. In this article, we’ll walk you through three strategies for increasing the speed and efficiency of your appointment process. The truth is, clients have come to expect the ease of booking appointments offered by their dentist or hair stylist-and it’s time for financial institutions to catch up to these streamlined experiences. Why is booking appointments with banks such a laborious process? Oftentimes, frontline staff can’t see everyone’s schedules, advisors are playing phone tag with high-value customers, and staff are parsing through endless email threads-all leading to slow response times. Coconut News Read all about what’s happening at Coconut.Leadership Meet our inspirational team of thought leaders.Company Creating meaningful connections since 2007.Events Meet the Coconut team (and see Coconut in action) at upcoming events.Success Stories Learn how our customers have elevated their business with Coconut Software.Blog The latest industry trends, product updates, and news, hot off the press.Resource Library Industry tools, detailed reports, informative webinars, and product information.Resources Everything you need to make an informed decision.Solutions See how Coconut can help your team. Integrations & APIs We’re flexible to fit where you need us.Reporting & Analytics See the big picture, and turn insights into action.Video Banking Everything your staff need to deliver an end-to-end video appointment.Queue Management A smarter lobby for a streamlined in-branch experience.Appointment Scheduling Provide an effortless experience that goes beyond the appointment.Why Coconut? Find out what makes Coconut different.Product A modern way to create human engagement.
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