The Intelligent Appointment Scheduling Blog

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by Tom O'Brien | October 15, 2020

Banking-by-Appointment Drives Rapid ROI, Here’s How

The coronavirus pandemic forced banks and credit unions to pivot quickly to retool their operational strategies. Banking-by-appointment was deployed at warp speed to ensure customers had uninterrupted access to their trusted and knowledgeable experts from financial advice to account services.

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by Tom O'Brien | September 16, 2020

Improve In-Branch Experiences and Physical Safety with Queue Management Software

In-branch banking has changed as a result of social distancing and customer preferences. But keeping customers physically spaced out doesn’t need to diminish the personal touch. Read how banks and credit unions can quickly pivot and accelerate their digital strategies to enhance customer experience.

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by Steve Connolly | July 30, 2020

Why Appointments Skyrocket in Pandemic Environment

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.

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by Steve Connolly | July 27, 2020

Optimize Staffing During the COVID Crisis

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.

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by Steve Connolly | July 24, 2020

How Regions Bank Makes Customers Feel Safe

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.

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by Tom O'Brien | June 23, 2020

How to Keep Virtual Meetings Engaging

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.

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by Tom O'Brien | June 16, 2020

Retail Recovery Package Helps Brands Safely Re-open Locations with Virtual and In-Store Appointments

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.

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