Breaking Through in the Branch: Appointments in Banking


The secret to generating more personalized, high-value interactions in your branches? For Lake Michigan Credit Union, one of the fastest-growing, most awarded credit unions in the country, it was offering both new and existing customers the opportunity to self-schedule an appointment at the time and location most convenient for them.

In this energizing session, hear from LMCU’s head of retail strategy about their success in generating thousands of new customer appointments, millions in new lending business, and a streamlined walk-in service model that both staff and customers love.

What You’ll Learn:

  • How online appointment scheduling + in-branch queue management can support customer acquisition goals as well as higher service levels
  • The role of pre-scheduled appointments in easing in-branch staffing bottlenecks and allowing associates valuable prep time
  • The benefits of syndicating click-to-schedule links across all sales and marketing channels, including improved attribution of spend

In this webinar from TimeTrade, you’ll learn about the next-wave of appointment scheduling solutions coming to a branch near you, including native search integration, voice activation and more.

Watch now by filling out the form on the right.


Watch this On-Demand Webinar from TimeTrade Now