The Intelligent Appointment Scheduling Blog

As COVID infection rates continued to climb, it became clear that there would be no immediate return to normal. Banking-by-appointment, once a nice-to-have option, is now a critical tool to maintain efficient, safe operations and grow business in the foreseeable future.

COVID-19 has changed how every organization interacts with its clientele. Tasked with everything from new cleaning and sanitizing regimens to enforcing social distancing guidelines, banking leaders struggle to balance customer or member satisfaction and safe, efficient operations.

While many states are reopening or adjusting their restrictions, banks and credit unions must deliver nimble responses to demands from customers and employees for safety. As COVID becomes a long-term reality, striking the right balance between safety and efficient operations is key.

While essential businesses across the country are slowly reopening, large enterprises are encouraging employees to continue working from home. Learn how to keep these online meetings focused and productive even among virtual meeting fatigue.

Retailers are beginning the reopening process, but the landscape has changed dramatically in a few months. Consumers are uncertain about how they want to interact with brands, and a patchwork of guidelines across states impacts how and when national retailers can open their doors regionally.

When COVID caused widespread closures in March, Fifth Third Bank pivoted quickly. They closed branches to walk-ins, promoted drive-thru window transactions, and extended the ability to make one-on-on appointments to all customers who wanted to meet with a banker either in-person or by phone.

Online and traditional media outlets have been well populated with stories of the ways that banks and other financial institutions have responded to the pandemic, and how, despite the disruptions to our normal way of doing business, have provided unparalleled levels of service to their customers.