10 Ways CUs Can Get More Appointments Scheduled

Watch a demo of FTSI’s appointment banking solution here >  

Credit unions play a vital role in providing personalized services to their community and members. To further strengthen community bonds and grow their membership, credit unions need to ensure convenient and inclusive ways for both members and non-members to schedule appointments.

The right appointment scheduling software, also called an “appointment banking solution,” is a game-changer, enabling credit unions to attract and retain their member base. In this article, we’ll explore ten effective ways credit unions can utilize appointment scheduling solutions to enhance their service offerings, reach their community, and thrive in the digital space.

Appointment Scheduling Tips for Credit Unions 

1. Offer User-Friendly Online Booking: Offer an intuitive and user-friendly online booking experience that allows members and non-members to effortlessly schedule appointments. This can also help you reach your underbanked/underserved community. Ensure the process is seamless, requiring only a few clicks to secure a meeting with a financial advisor, loan officer, or any other service provider.
2. Have 24/7 Accessibility: Choose an appointment scheduling software that provides 24/7 accessibility. Members and non-members should be able to book appointments at their convenience, regardless of business hours. This provides an accessible experience for people with varying schedules and lifestyles, and better ensures that they’ll follow through with their interest in your products and services.
3. Ensure Mobile Compatibility: Make sure that your appointment scheduling solution is fully mobile-compatible. With the growing reliance on smartphones, enabling mobile booking will empower members to schedule appointments on the go, further increasing engagement.
4. Have Personalization Options: Implement personalization features throughout the scheduling process for a smoother experience. Allow members to choose the type of appointment they need, whether it’s for mortgage advice, financial planning, or account inquiries. You can get granular with more specific, lucrative, or more rare appointment types for an inclusive feel.
5. Create Automated Reminders: Utilize automated appointment reminders via email or SMS. These reminders minimize no-shows and last-minute cancellations, enhancing operational efficiency and optimizing staff schedules.
6. Try Integrating with Existing Systems: Choose an appointment scheduling solution that seamlessly integrates with your credit union’s existing systems (for example, Outlook). Integration ensures smooth data flow across all branch locations and minimizes manual efforts/errors, streamlining your appointment management process.
7. Offer Multilingual Support: If your credit union serves a diverse community, consider incorporating multilingual support as an option during the scheduling process. Providing appointment options in multiple languages fosters inclusivity and gives credit unions a broader reach to people already residing locally.
8. Monitor Real-Time Availability Updates: Enable real-time availability updates to prevent scheduling conflicts and to have clarity across branch locations. When members view available appointment slots, they can select a time that best suits their needs without any hassles or calendar mix-ups. And when credit unions are planning for their days and staffing levels, a clear calendar view is imperative.
9. Use Your Credit Union’s Branding: Personalize your appointment scheduling process with your credit union’s branding elements. A consistent and branded experience instills confidence in your services and reinforces your credit union’s identity.
10. Choose Software with Comprehensive Analytics: Invest in an appointment scheduling solution that offers comprehensive analytics through automated reporting. Analyzing appointment data can provide valuable insights into member preferences, appointment trends, and overall performance.

FTSI’s intuitive and dynamic appointment banking solution is precisely tailored for credit unions. Designed by financial institution professionals, it has a light IT lift, so you don’t have to spend time troubleshooting and can spend more time delighting and attracting members old and new.

Watch a demo of FTSI’s appointment banking solution here > 

With all the features credit unions need to thrive in the digital space and reach their communities, such as user-friendly online booking, mobile compatibility, and comprehensive analytics, this innovative appointment banking solution empowers credit unions to elevate their member engagement and deliver exceptional service experiences.

Article by FTSI, a California and Nevada Credit Union Leagues business partner.