Online Appointment Scheduling

Branch closures and social distancing measures over the course of the last year have drastically reduced the human interaction that differentiate community banks and credit unions. The unfortunate result? Many customers are being left out in the cold.

The news last week about the COVID-19 vaccination scheduling issues in Massachusetts is alarming, but not surprising. Learn how to implement a seamless experience for both the consumer and the business. When done wrong, it creates tremendous frustration and inefficiencies, as we’ve been witnessing.

How do you distribute $37 million to 100,000 residents across the country’s second largest city in less than 30 days? How do you do that – but during the world’s largest pandemic in 100 years?

I’ve talked with many Webex customers who want the simplicity, convenience and security to add video conferencing to their TimeTrade appointments to enhance meeting experiences. Through our partnership with Webex, banking associates, loan officers, portfolio managers can ensure efficient operations.

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.

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.