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Appointment Banking is Revolutionizing Financial Institution Revenue

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Today’s consumers expect convenience. Appointment banking is one simple yet powerful way to connect with them when your products and services are top-of-mind, any time, day or night.  


A comprehensive appointment management strategy may include Outlook integration, kiosk/contactless check-in, skills-based routing, automated reporting, custom website widgets, integrated chatbots, digital identity verification, and more. An appointment banking strategy can improve consumer experience and increase a financial institution’s revenue by: 


Decreasing Costs  

Allowing people to schedule their own appointments can decrease the need for call center and branch employees. Additionally, employees can focus on revenue-driving projects rather than appointment scheduling.    


Optimizing Time with Employees 

Scheduled appointments give financial institutions a chance to prepare in advance, and are able to have information and required documents ready ahead of time.


Decreasing No-Shows  

No-shows cost financial institutions money and time. With appointment scheduling software, you can send automated reminders without any lift from employees.    


With the L6 Appointment Management Solution, financial institutions can:


  • Increase Revenue
  • Increase Net Promoter Scores
  • Reduce No-Shows
  • Increase Conversion Rate
  • Gain Insights to Increase Efficiencies Across the Branch Network
  • Reduce the Number of Times a Member Has to Come Back for the Same Request


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