How Appointment Scheduling is Remaking the Retail Banking Experience: A COVID-19 Primer for Banks & Credit Unions

As the scope of the COVID-19 crisis became evident in mid-March, banks and credit unions across the country scrambled to remake their customer engagement processes, while stressing the need for safety and social distancing.

Many institutions closed some or all of their physical branch locations, removing lobby access in favor of drive-thru or ATM service. Others shifted a large portion of their customer engagement to virtual channels, including phone and web conferencing. One of the most effective tools for retail banks during this period and beyond is online appointment scheduling.

How COVID-19 is Remaking the Retail Banking ExperienceDownload this ebook to see examples of TimeTrade customers who are successfully leveraging appointment scheduling to respond to the COVID-19 crisis, as well as best practice considerations for banks and credit unions as they strive to implement safe, effective customer service practices moving forward.

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