PRESENTER(S):

Peter Daugherty – Solution Consultant, Financial Services
Ron Wellman – Industry Principal and Marketing Director

ABOUT THE WEBINAR:

In today’s rapidly changing branch environment, banks continue to wrestle with transforming the branch experience. It is a challenge to ensure you are meeting your customers near and long term expectations, while  balancing that with meeting your revenue goals and expense targets. The continuing pressure on branch staff levels due to falling transaction counts, combined with the customer expectations for service, creates the need for banks to explore and implement cost-effective technology solutions. 

Appointment booking, is one area of focus for many banks. In our discussion, we will explore how banks can leverage a fully integrated appointment booking strategy, can drive an improved customer experience, while helping meet the expense and revenue goals of the bank.

THIS WEBINAR WILL COVER:

1. Traditional appointment setting challenges
2. The benefits of a fully integrated appointment-setting solution
3. How integrated appointments drive sales and higher NPS scores

TOP 3 BENEFITS TO ATTENDEES:

1. How appointment setting supports branch optimization strategies
2. The key integration details required to create the optimal branch experience
3. The crucial technology needed to get the process right

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