Vantage Point
Back to Use Cases
Retail Banking

Branch Appointment Booking

Complexity
Low
Timeline
6-10 weeks
Outcomes
4+

Challenge

Walk-in only branch model causing long wait times and inefficient staff utilization.

Solution

Salesforce Scheduler with service territories, resource management, and appointment topics for seamless omnichannel booking.

Key Outcomes

  • Improved customer satisfaction
  • Reduced wait times
  • Better branch resource allocation
  • Seamless online-to-branch experience

Tags

appointmentsretail-bankingbranchschedulingcustomer-experience

Discuss Your Needs

Let's create a custom solution for your business.

Implementation Timeline

6-10 weeks
Low Complexity

Related Services

Looking for a Similar Solution?

Let's discuss how we can address your unique challenges.