How to Increase Wealth Appointments with Calls-to-Action

In a nutshell 🥥 Appointment-based calls-to-action (CTAs) are one of the fastest ways for financial institutions to turn digital interest into booked, revenue-generating meetings across both lending and wealth. By implementing always-on self-serve appointment scheduling, tracking CTA conversion performance, and continuously optimizing messaging and design through A/B testing, banks and credit unions can reduce funnel friction, boost click-through and conversion rates, and capture more high-value lending and wealth appointments around the clock. As a marketer at a financial institution, creating revenue generating appointments to fill your pipeline is a key part of the job. More and more, you’ve observed that your customers are looking to connect with your organization online, through a number of channels (mobile app, website) and scheduling appointments is no exception. Customer behavior has evolved, and it’s time to digitally transform the appointment scheduling process and optimizing your calls-to-action is a great place to start. The Definition of a Call-To-Action In short, a call-to-action is a “next step” that you would like your customer or prospect to take that leads them closer to the final destination: making a purchase. Often paired with a link, it includes a short, powerful message to incite a reader, prospect or website visitor to complete an action. How Calls-to-Action Impact the Sales Funnel For financial services organizations, new business is typically generated through an in-person interaction between an advisor and the customer, therefore appointment CTAs are an obvious entry point to your sales funnel. It’s important to optimize your CTAs with persuasive messaging and intuitive, actionable prompts that are available wherever your customers are contemplating taking that next step: on your website, landing pages and in your email marketing, for example. And it’s crucial that you make this step, and the steps following it as effortless as possible. Increasing Click-Through-Rate Hubspot found that conversion rates increased by almost half when they streamlined the number of steps it took to complete the action. Here are some common CTAs with lengthy completion steps that could cause your prospects to lose patience, abandon the action and drop out of the sales funnel: CTAs that read “Call XXX-XXX-XXXX to schedule an appointment,” that direct customers to a contact center to complete the action. Providing generic ‘Contact Us’ form to request an appointment without a rigorous follow-up process, or timely response. Service or need specific actions either don’t exist or require your prospect to search branch websites in order to identify locations that meet their needs. Removing friction in the appointment scheduling journey will help reduce leaks in your funnel AND improve customer experience. Below are the 3 steps to implementing calls-to-actions that drive revenue instantly. Step 1: Implement an “Always-on”, self-serve, bank appointment scheduling tool. If you’re looking to optimize appointment generation through your website and other digital channels, implementing a self-serve solution is one of the best shortcuts to capturing more appointments. Time and convenience are highly valued by customers, a study by Forrester found that 72% of customers prefer to use self-service rather than phone or email support. Implementing a self-serve appointment scheduling channel is a great way to simplify the customer appointment scheduling experience while enabling you to gather valuable marketing data to help better plan future campaigns. Self-serve appointment scheduling provides customers with the ability to independently schedule an appointment online, allowing them to choose the time and location they desire and informing them immediately that their appointment has been scheduled. With 64% of consumers saying that they expect companies to respond to them in real-time, this helps eliminate the tumultuous task of manually scheduling appointments and saves both employee and customer time. We’ve also observed that our clients’ customers are reaching out to connect 24/7 through online channels, expecting responses in real-time and often, after-business hours. And in fact, we found that after implementing an always-on self-serve channel for our customers, an average of 41% appointments were scheduled between 5pm and 9am. That’s almost half of an organization’s overall number of scheduled appointments that never would have been captured, had it not been for this channel! Not only will implementing a self-serve channel help drive leads, but new customers will start their journey with a better perception of your brand. This provides a better foundation to build a relationship and can help with customer retention further down the line. Step 2: Track & Measure Call-to-Action Conversion Rate. Once you’ve implemented a self-serve appointment scheduling channel and are driving prospects to schedule an appointments online, the next step is to begin tracking the performance of your CTAs and landing pages so that you can further optimize. A conversion rate is commonly referred to as “the percentage of users who complete a desired action.” In order to get a full picture of your website CTA conversion rate though, here are a few key metrics to be tracking to identify low hanging fruit and areas of optimization: Landing page traffic: How many visitors are coming to the landing page? Landing page bounce rate: How many visitors aren’t finding what they need on the landing page? CTA actions completed: How many customers completed an appointment scheduling from that particular landing page? This can be tracked by landing page, service, the specific text that instructs what action to be taken, to name a few. What’s a good conversion rate? Across industries, the average landing page conversion rate was 2.35%, yet the top 25% are converting at 5.31% or higher. The better the conversion rate, the better the results. Step 3: Optimize CTA Performance with A/B Testing. To further optimize CTA conversion rate, there are a number of variables you can experiment with, from landing page layout, headline, CTA language, text or button color and other design elements. Making ongoing improvements to your landing pages and calls-to-action, optimizing performance, can make a difference to your bottom line. Whatever your CTA performance today, though, there’s always room for improvement. Tracking, testing, tweaking these variables is how you can optimize CTAs. Ask yourself these questions: Could the wording
Why and How Online Booking Systems Improve CX in Retail Banking

In a nutshell 🥥 Modern banking customers crave convenience and instant access. Without online booking systems, banks risk losing both new and existing clients. Implementing digital scheduling tools—featuring 24/7 booking, personalized appointment selection, automated reminders, mobile check-ins, and CRM integration—boosts accessibility, trust, and satisfaction. These systems streamline visits, reduce wait times, collect actionable feedback, and provide analytics to optimize staffing and services, ultimately increasing retention, generating leads, and enhancing overall banking revenue and customer experience. Online Booking is Key to New Customers Research tells us that 40% of online bookings are performed outside of business hours. If your banking business doesn’t have online booking systems, you could be missing out on a substantial number of new customers. The fact is, we’ve been conditioned to instant gratification. If that instant option is not available, consumers will simply move on to another business that provides that gratification. Not only will you be missing out on new leads, but your existing clientele will grow tired of time-restricted service. This will encourage them to shop around and take their business elsewhere. So how can you ensure an excellent customer experience and hold your clients? Follow along to learn how integrating an online booking system will produce happier customers and better banking business. What Are Online Booking Systems? It’s 9 pm on a Tuesday night. A client opens up their banking statement and notices something is off. Money is one of the highest stress factors for Americans, so they feel an overwhelming need to have this issue resolved as quickly as possible. An online booking system is the key element that makes taking the next step easy and convenient for your leads. The concerned customer looks at the clock and realizes it’s too late to call and ask about this issue. Their best bet is to book an appointment so they can slip in at lunch hour the next day. They click your ‘request an appointment’ button and schedule in a time that works well for them. They can now forget about this issue and rest assured knowing they will be able to get help as soon as possible. This client doesn’t have to remember to call tomorrow, or even try to stop by in hopes that there will be an agent available. Their request is processed instantaneously without any time-restricting windows. This is the solution your clients are craving. Online scheduling is the workflow on a website that will allow customers to get in touch with your business, book in with their preferred agent, and adjust their appointments around their schedule. They can do all this and more anywhere and anytime, even when your branches aren’t open. What Can They Do Online booking systems help your customers secure an appointment in a more convenient way. Beyond this, they can also offer a plethora of other benefits for your business. The ease of these services is an attractive feature for potential customers and give you an edge above the competition. Instant access allows clients to book based on impulse and prevent them from searching for other banking options. These platforms help your business generate more meaningful leads and gather the information that you can use to follow up. When a new client requests an appointment, they will be asked to provide contact information such as an email or phone number. Some systems will also allow for custom questions to be asked, in order to gather data to help with the customer’s specific query. Reminder emails can prevent no-show appointments and if the client cancels, the system will follow up with them to reschedule. These systems have been proven to increase customer satisfaction and user-friendly ratings. This results in return clientele, new leads, and a boost in revenue. How Do They Improve Customer Experience 77% of consumers will recommend a business to a friend after receiving excellent customer service. Statistics like this prove that ensuring happy customers is crucial for growth in share of wallet. So how can providing online booking options impact the way customers perceive your business? Believe it or not, using these systems as the first point of contact is incredibly valuable for your brand’s reputation. Addressing customers in the way they prefer to communicate get’s your foot in the door and allows for interactions to grow. This customer-focused service will help you cultivate a comfortable environment. You’ll be able to create a more meaningful experience in a number of ways. 1. Accessibility Welcome to the digital age, where smartphones are a permanent fixture in a user’s hands. Nowadays, customers actually prefer self-service options for booking platforms over calling a business. With so many services available to the public at a click of a button, consumers have become used to getting exactly what they want when they want it. Businesses are now offering 24/7 customer service support and interactive features. This raises the standard for customer experience and creates a demand for being accessible online. Consumers are drawn to this always-open feature for its convenience and user-friendly appeal. Incorporating this system for your business will prove to your customers that you are tailoring your services to meet their needs and provide a client-focused experience. No matter where they are or what device they are using, they can have confidence that they will be able to reach you when it suits them. This ‘around-their-schedule’ approach will allow customers to feel in charge and let them know that you value their time. 2. Conversation and Trust For potential customers, using online booking will be their first point of contact with your business. Right off the bat, they will know that you are more readily available for their needs. Instead of having to wait for service hours or sit on hold, their request is managed quickly and they can interact with your brand effortlessly. This will give them a positive indication of what future interactions will be like. A positive first impression is crucial for customer experience. Every interaction after this will either reinforce or challenge how they see your company. Before they even
3 Benefits of Appointment Scheduling Software for Credit Unions

Learn how appointment scheduling software can improve customer engagement, internal workflows and generate additional revenue.
3 Digital Banking Initiatives to Increase Branch Traffic

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Remote Video Banking: Future Proof Branch Strategies

Photo Credit: https://writix.co.uk/ Deploying a digital-first banking platform is not only now possible, but mandatory for financial institutions of all sizes — but this doesn’t mean getting rid of physical locations altogether. 77% of customers still prefer visiting the branch when they want to discuss complex financial topics, and even for digital banking customers, speaking with a live representative still evokes the greatest amount of positive sentiment. Finding that perfect balance between digital and human services is the key to establishing a future proof branch. As a follow up to Part 3 in our series, today we will be examining the 4th of 5 different strategies that banks and credit unions can implement in order to set their branches up for success in this rapidly changing landscape. Introduce Remote Video Banking Video banking has been popular for years now, with many banks having installed ITMs — interactive teller machines — for their drive-up and in-branch kiosks. A number of financial institutions have been successful with this technology, but technology has evolved, and consumer habits with it. Today, millions of people are making video calls through FaceTime and Skype every day, video conferencing in the office is commonplace, and telecommuting is on the rise. With remote video calling becoming so mainstream, customers are beginning to question the need for a branch visit in order to engage with a banking assistant. The expectation that their financial institution extend the same capabilities that they enjoy everyday in communicating with their friends and colleagues to things like mortgage applications and investment consultations is on the rise. “We recognize that [SMB customers] work unconventional hours, are traveling or might not be able to visit a branch for a number of other reasons. Being able to access RBC Small Business specialists via video wherever and whenever they want helps them maintain that personal connection they expect with our bank.” Cathy HonorSVP Contact Centers, Royal Bank of Canada Currently, most remote video offerings like those of RBC are created for specific use cases — with RBC it’s SMB clients, while others like Barclay’s provide limited retail banking services. In these early stages, these constraints to service levels work to streamline implementation as specialized representatives are able to serve customers from central video contact centers. However, if remote video banking is to be extended to more services in the future, it should also be extended to include the branch itself. Along with allowing branches to leverage the talented and experienced staff they already employ, it would allow customers the option to engage in a video engagement with a local representative that they know and trust. This not only plays to the strengths of the branch in providing expert face-to-face financial advice, but also fits with what customers are expecting from digital services. According to research from Kony Inc, although 57% of customers want all products, services and support to be available digitally, they want those digital offerings to be supported by a named company representative. Customers want digital, but they also want the trust, security and relationship that comes from physical services. This means combining physical and digital services rather than separating them into two divergent channels — the branch and the video contact center should be working to support each other. Are Customers Ready? According to a recent study, the future of video banking looks bright, with the vast majority of consumers who try it rating the experience highly. Somewhat surprisingly, consumers who have used in-branch video banking rate their satisfaction with the service slightly higher than those using video services remotely. A difference that could be the result of remote video banking customers having to navigate the system on their own. The study also found that it is inaccurate to assume that younger, more upscale customers are the most likely to accept video banking. In their research, it was found that all consumers, regardless of age, gender or socioeconomic status, are generally open to trying video banking if/when their bank or credit union asks them. The fact is that as branches continue to shrink, customers are still going to want to get face time with skilled advisors. The numbers show that 50% of US financial customers are willing to try online banking if their bank offers it, and as illustrated previously, they are generally quite accepting of the technology once they’ve experienced it for themselves. With this in mind, a branch looking toward the future would do well to begin bringing video banking capabilities into their locations today. Doing so will not only enable them to differentiate themselves from the competition today, but to provide both themselves and their customers with a head start on the larger remote video banking transition that is almost sure to happen in the future. Check out the other articles in the Future Proof Branch Strategies Series: PART ONE – Self Service Kiosks Examining the benefits and capabilities that self service kiosks can bring to your branch by eliminating many of the pain points that customers associate with their visit. PART TWO – Café Style Branches We discuss design changes in the lobby that can help to encourage relationship building and conversations between advisors and their customers. PART THREE – Smart ATMs Exploring the changes that are being introduced through new Smart ATMs and where that may take us — and the frontline staff that many fear they replace — in the years ahead. What Next? Looking for more strategies to meet your customers’ changing expectations around the in-branch experience? Download the full report Becoming Future Proof: Five Proven Strategies for the Branches of the Future to learn more methods in technology, design, and service that branches can take advantage of to adapt in the rapidly changing financial landscape. Interested to hear what top experts in financial customer experience have to say about the coming challenges branches are looking forward to? Watch our panel discussion Embracing a Customer-First Mindset: Eliminate Friction Points in Your Customer Multi-Channel Journey. Ready to start taking
How to Attract and Retain Millennial Customers in 2020

As the first generation to be raised with the absolute ease of technology – the norm of face-to-face interactions for banks and credit unions has shifted. Because of this, banks and credit unions face a difficult challenge; how do you attract and retain millennial customers who want to minimize interaction, and crave an enhanced digital experience. For those up to meeting this challenge – it could signify their greatest opportunity for growth. Over the next 10 years, 75% of customers seeking wealth management and personal financial services will be millennials. This is a concerning statistic for many finserv organizations since the millennial customer shows a number of differences in the way they prefer to interact with organizations compared to older generations. We will discuss the differences in how to communicate with a millennial customer and how an appointment management solution can help attract the up and coming generation and reduce churn. How can Coconut Software upgrade your institution’s digital presence and capabilities? Download the Ultimate Guide to Digitally Transforming the Appointment Experience today. Attract and Retain Millennial Customers – The Challenges 1. Millennials Have Higher Customer Service Expectations Millennials have grown up in the midst of the digital transformation and are used to the benefits that come with it. The digital experience has enabled many industries to increase the quality of the services they provide in terms of customer experience, and millennials have become accustomed to premium treatment. Financial Services is one of the oldest industries in the world, and also one of the last to begin the digital transformation. This is causing the millennial customer to seek out businesses that provide them with convenient digital service that they desire. 2. Millennials Prefer to Interact With Brands Digitally Millennials are a digital-centric generation, meaning they rely strongly on technology in their daily life, specifically their smartphones. Millennials expect immediate, online access to their finserv provider, whereas older generations were very comfortable picking up the phone or waiting for their service provider to get back to them. Millennial customers, more than other generation, are asking themselves, “if I can schedule a massage, order groceries and buy flights online, why can’t I book an appointment with my bank?” 3. Millennials Won’t Stay Loyal Just Because You Have a History Millennials are 2 to 3 times more likely to change service providers than any other generation. They are used to a digital experience with enhanced customer service, and they are not worried about leaving a current provider for an organization that meets all of their needs. And soon, those customers will make up the majority of the workforce. In fact, 30% of millennials report they have left their current bank or credit union because they found another finserv organization that provided a better experience. Attract and Retain Millennial Customers – How Appointment Management Solutions Help The increasing demands of the millennial customer are concerning to the legacy structure of the finserv industry, however, there are ways to keep the value of your business interactions while implementing solutions to attract the growing population of millennial customers and reduce churn. An appointment management tool offers multiple solutions to your millennial customer problem. 1. Improve Customer Experience With New Insight Into Customer Behavior When your organization leverages an appointment management solution, you will gain additional insight into the customer’s behavior and history with your organization. When you have an integrated scheduling platform, your customer-facing staff can access all the information collected during the appointment-booking. This will allow them to prepare for their upcoming appointment with the customer, enabling them to provide the enhanced customer experience the millennial customer craves. 2. Give Your Customers What They Want With Real-Time Online Appointment Scheduling With an integrated appointment management solution, you can offer real-time, 24/7 online appointment scheduling. This will allow your customers to schedule in-person interactions with your organization whenever and wherever they want, minimizing human interactions with your organization, which the millennial customer loves to avoid. Additionally, when your customers book appointments online, they will also receive reminders on their smartphones, which the average millennial checks about 43 times a day, reducing the chances of no-show appointments. 3. Keep Customers Loyal With Direct Feedback With an appointment management solution, your organization can send out automated follow-up emails to customers to gain feedback on the experience they had. People love to be asked their opinion, and asking your customers about their experience with your organization will make them feel valued and earn you major brownie points. We know millennials are less loyal than previous generations, but we also know customers who feel their financial services provider listens to their needs are more likely to remain loyal to that brand. Following-up with millennial customers and asking about the experience they had with your organization makes them feel like their opinion matters. Streamlining the digital experience up to the in-person interaction, while leveraging technology to provide a premium experience, will set your organization apart. Millennials are a completely new type of customer for the FinServ industry, and by leveraging a digital experience, your organization will be able to provide the services the millennial customer desires in order to attract new business and reduce churn. Discover A Modern Way to Engage Get In Touch What Next? Ready to learn more about upgrading your institution’s digital presence and capabilities? Download our Ultimate Guide to Digitally Transforming the Appointment Experience today. Looking to boost revenue and deliver a premium experience to your clients? Schedule a consultation with Coconut Software to learn more about how our appointment scheduling solutions can get you there.
Embracing a Customer-First Mindset: Key Findings

In our recent panel discussion, financial industry experts weighed in on changing customer expectations. Check the highlights here.
Manage the Walk-In Appointment Journey

Give your customer experience and branch performance a boost with Coconut Lobby Management. The ‘phigital’ solution to mapping the customer journey.
Balancing Millennials and Boomers in a Self-Service Era

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6 Simple Ways to Optimize Your Website Calls-To-Action to Increase Appointment Volume and Revenue

In our last blog, we discussed how to increase the probability of customers successfully booking an appointment with your organization, by reducing the number of steps it takes to complete a call-to-action. To drive even more revenue-generating appointments through calls-to-action on your website, your organization can use appointment booking software to eliminate friction, track and measure CTA conversion rate, and optimize CTA performance with A/B testing. In this blog, we’ll cover the ways in which you can further optimize your CTAs to increase appointment volume and revenue. Why CTAs Are Critical in Generating More Appointments and Revenue. Financial services organizations are typically appointment-driven, meaning that new business is generated through in-person interactions between an advisor and the customer. When in-person interactions carry such high value, it is crucial that your CTAs are engaging enough to convert digital customer engagement into an in-person interaction, in order to generate new business and increase revenue. 6 Variables to A/B Testing to Improve Your CTA’s There are many variables that go into creating an optimized CTA: where it is, what it looks like and what it says. All of these variables contribute to whether or not a customer engages with your CTA. Here are some of the different components of the CTA that you can optimize with A/B testing: Headlines and value propositions, to receive the most engagement Colors of CTA buttons Placement of the CTA – to the right, above the fold? Landing page layout #1 Focus on a primary CTA for the landing page. One way to optimize CTA performance is to have one goal for each page on your website, and tailor the accompanying CTA to one desired customer action. Providing more than one CTA on a given page can overwhelm the customer and reduce the probability that they will complete the desired action. Each page on your website should correspond to a specific CTA in order to streamline the experience for the customer and increase your conversion rate. #2 Review your page headline and value proposition to ensure that it resonates. Through A/B testing the headlines and value propositions on your landing pages, you will learn more about the individuals visiting your website, as well as what does and does not engage them. By better understanding your audiences’ preferences, you will be able to produce headlines that are relevant to your customers and increase the chances of landing page action completions. Here are some headlines and value propositions that may help increase customer engagement: Save for retirement Start saving for your child’s future interests and activities Stay on top of your spending #3 Use language that’s direct, persuasive and prompts your visitors to take action. According to the Nielsen Norman Group, the average attention span of a digital customer is 10 seconds per web page that they visit. If you want your customers to engage with you, you need to “talk” to them with clear and direct CTA messaging. You should use tangible and action-oriented language to provide your customers with clear direction about what they will get by clicking on the specific CTA. These are some common calls-to-action for banking and credit unions: Book an Appointment Open a Chequing Account Find a Branch or Location Pre-Qualify for a Mortgage #4 Test different visual formats. Another way to keep the journey simple for your customers is by using buttons for your CTAs instead of links. When your pages are full of text it can be easy to miss the CTA when it is embedded as a link in the text. By creating button CTAs, you are increasing visibility and the probability of customer engagement. #5 Optimize your landing page layout. One way to increase the engagement of your CTAs is through providing a very direct path to your customers. Your landing pages should include an organized visual hierarchy that will take your customers through a set of cohesive steps so that they are equipped with the information they need when they reach the CTA. One of the ways to foster engagement is through a page layout known as the Z-pattern, which follows the natural habits of a customer when they read your web-page. The design traces the route that the human eye travels when reading — left to right, top to bottom. If you follow this pattern when leading to your CTAs then you may have a higher chance of achieving your desired customer engagement. #6 Provide secondary calls-to-action throughout the customer journey, for those who aren’t ready to take that next step. Although you do not want the CTAs on your landing pages to be competing for the attention of the customer, it is beneficial to provide subtle secondary CTAs for individuals early on in the buying process, who require more information before they engage in your primary CTA. This could be incorporated deeper into your landing page and say something like “Want more information?” Streamline the customer appointment booking journey across all channels and increase appointment volume with Coconut Software. Coconut Software enables you to streamline the customer appointment booking journey–from clicking a ‘Book an Appointment” CTA, to improving the conversion rate in your appointment booking funnel. Implementing a self-serve booking channel helps you accept after-hours appointment demand that you may not be capturing today, which can increase appointment volume by 41%. A self-serve appointment channel also helps you decrease no-shows, with automated appointment confirmations and pre-appointment reminders. And, over time, improving the customer appointment booking experience can lead to higher appointment value. When customers start their journey with your financial institution with clear, accessible CTA language, an intuitive appointment booking flow and convenient reminders about when to arrive and what to bring for their appointment, the advisor is better set up to deliver a successful appointment. What’s Next? Ready to discover what areas of your customer journey are damaging your customer effort score? Schedule a customer effort assessment. Interested in learning how appointment scheduling can help your entire organization engage more efficiently and effectively with customers?
4 Contact Center Customer Service Issues And How to Solve Them

Highlighting 4 Contact Center customer service issues that are costing your financial organization money, and how we recommend resolving the root of each problem.
Top 3 Credit Union Scheduling Pain Points

Depending on the size of a credit union, scheduling pain points arise for both advisors and members when it comes to their appointment management system. Pain points generally culminate around staffing requirements, research and preparation and system limitations. These pain points lead to unproductive meetings with members, missed meetings and lost time and revenue for the credit union. We’ve recently compiled the top 3 scheduling pain points that we have come across in meetings with our credit union clients over the past year. Additionally, we’ve highlighted the ways that enterprise appointment software addresses these issues, leading to less missed and more productive meetings. Credit Union – Top 3 Scheduling Pain Points 1. Establish the Omni Channel Within the Credit Union industry, the idea of the omnichannel is very important. Credit Unions understand that their members are diverse and prefer a choice for how they interact with its advisors. In order to create a fully optimized omnichannel experience, Credit Unions are looking to offer an opportunity at every level of their member interaction to book an advisor meeting. This means, over the phone, in person and online. Credit Union’s currently have a tried and true model when it comes to in branch and contact center interactions. What ends up being the missing piece is a quality digital option to help your members connect with your team. With online appointment scheduling, Credit Unions are able to empower their members by allowing them to select the branch and meeting time that works best for them. It creates efficiencies and a seamless experience for all involved. 2. Visibility of Resources and Expertise across the Branches The ability to provide a visual of which advisors can perform specific services within each branch has been very difficult for tellers, members and contact center agents to book appointments in real-time. Real-time online scheduling maps out which advisors are certified to perform what services at which branch, creating a simple online view and scheduling ability for your members, branch staff and contact center. 3. Wait Times and Hold Times Credit Unions are challenged with longer than desired wait times for contact center and walk in traffic. These wait times are resulting in frustration from its members, busy lobbies and potential missed opportunities to connect with drop-off and walk out traffic. Online scheduling creates visibility into the advisor’s real-time schedule, alleviating wait times and spreading traffic within the branch across more time slots. On very busy walk in days, providing times to meet with your advisors is convenient to your members and respects everyone’s time. Automated reminder messages reduces no shows, eliminates wait times and increases your member experience. Learn about the key features and integrations that enterprise organizations need from an appointment management solution. Download Coconut Software’s Appointment Management Data Sheet today. Looking to boost revenue and deliver a premium experience to your clients? Schedule a consultation with Coconut Software to learn more about how our appointment scheduling solutions can get you there.
3 Benefits of Appointment Scheduling Software for Credit Unions

Learn how appointment scheduling software can improve customer engagement, internal workflows and generate additional revenue.