VISEO EXPERTISE
APPointme makes it easy for your customers to schedule meetings at branches
The speed and convenience of apps and websites means that digital banking is gaining more and more fans. It has completely transformed the way customers interact with their banks. That’s why VISEO has developed Banking4U, a smart, intuitive suite of apps that brings customers and their banks together. APPointme everywhere is an app that allows customers to schedule meetings in a secure environment.
All Banking4U applications are built on the Salesforce platform natively. APPointme everywhere allows customers to self-schedule meetings with the right financial adviser for their needs: savings and investments, loans, insurance, cards or any other question they may have. The app allows customers to choose the type of appointment they want - online or in person at the branch - as well as the town or city and bank branch and the selected time slot. Customers can also select the manager they would like to see and give advance notice of the reason and details of the meeting to streamline the process for advisers.
What are the advantages for banks?
The app allows banks to plan and use their human and physical assets more efficiently by using the information shared by customers. Staff schedules can be managed more efficiently and they can coordinate teams by skills, the type of activity and availability.
The solution also improves employee workflow and management. Daily schedules can be organized more efficiently by automatically blocking time staff agendas before and after appointments to allow time to prepare for and manage meetings. It streamlines their work, by putting information at their fingertips, displaying customer records and information along with the appointment.
Better customer service
Last but not least, Banking4U improves customer services. It makes life easier for customers by personalizing the experience and giving them the means to cover all their financial wherever they might be, with no annoying waits and no need to travel to the bank for a meeting. All in all, the added value of this tool is that it provides the omni channel approach that today’s customers - particularly financial services customers - expect.
The app allows customers to choose the most convenient way to interact with the bank - whether in person or digitally - using any mobile device. It is an ideal solution for living with the new normal and progressing toward a digital future where everything is simpler and more flexible, enhancing the bank-customer relationship.
VISEO is here to help you introduce this solution in your business. We supply Salesforce introduction and upgrades, and a whole range of solutions designed specifically for the banking sector to help you achieve your digital transformation and to engage with all your audiences in an innovative, more personal way.
