Retail Banking

Bank Appointment Scheduling Software

Women on laptop booking an in-branch or over the virtual appointment.

Integrated appointment scheduling software for retail banks

Be the bank customers love. Transform your bank and provide a true omnichannel experience. Even in a mobile-driven economy, customers still value an accessible, personal connection with their bank. That’s why ten of the top 20 banks in the country trust our appointment scheduling solution.

Start scheduling remote and in-branch appointments in hours with the Essential Banking Package Learn More
Increase branch visibility

Convert more web and mobile searches to scheduled appointments

Reserve with Google powered by TimeTrade provides a seamless way to connect, acquire and retain customers at the peak of their interest. Allow your customers to book appointments directly from the Google search results, removing unnecessary steps and providing an optimal customer experience The end result? You capture more customers, build brand loyalty and increase wallet share.

See how Reserve with Google enables customers to discover and book personalized appointments directly from Google Search, Google Assistant, or Google Maps.

customers can book an appointment with your bank right from Google search results
online scheduling software shown on iPad Air
Execute Successful Campaigns

Maximize digital channels and amplify marketing efforts

Capture and convert customers from your website, email campaigns or social channels to in-branch or virtual appointments. Easily demonstrate campaign success with reports that provide visibility into which campaigns directly influenced in-branch traffic.

Customers purchase 1.8 more banking products per appointment when your employee has time to prepare for a meeting


Relationship-centric banking

Provide every customer a guaranteed time to talk with “We’ve been expecting you” service. When a customer enters your branch with either a pre-booked appointment or as a walk-in, the appropriate staff member will assist them every time.

bank employee with iPad
iphone showing queue management tools

Improve in-branch customer flow

Your customers hate to wait. Long lines and inefficient service can leave them frustrated, and they may not return. Effectively manage lobby chaos and provide customers a quick, easy way to get assistance when they walk into your branch, increasing satisfaction and loyalty.

Make banking human

Build the branch of the future

Even in an online world, customers still want to interact with a professional they trust before making important financial decisions. Providing the right resource is critical when your customers need assistance—whether it’s over the phone, virtually or in the branch.

bank associate chatting with customer
Solve the challenge of scheduling multiple locations, staff, resources and queue management built for organizations that need a highly scalable and secure solution. Scheduler for Enterprise
banking call center
Create valuable interactions

Improve call center satisfaction

Equip call center reps to better respond to customer needs by giving them the ability to schedule appointments for customers in-branch, by phone or virtually, with the right banking professional. This reduces time on hold and increases call resolution results. Customers also can book a future appointment—even after call center hours—by using Interactive Voice Appointments.

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