Engage

Online Appointment Scheduling

Engage Online Appointment Scheduling (“OAS”) is a SaaS tool which enables financial institutions to safely manage public access to your branch lobbies and bankers by providing customers and prospects with an easy digital tool to schedule a time to address their needs.

What was once a solution offered primarily by larger financial institutions, pandemic realities and the advent of economical SaaS solutions are bringing this technology to banks and credit unions of all sizes. What’s more, CS3 has expanded the traditional capabilities of an OAS solution to support the growth initiatives of the institution.

 Engage OAS…

• Provides financial Institutions with a flexible and cost efficient channel to connect with their customers in good times and bad.
• Mitigates customer concerns by providing a safe, convenient way to connect with your team.
• Adapts to changing consumer behavior with many now viewing OAS as a basic requirement to doing business with your financial institution

 Engage OAS Provides Tremendous Value for the Financial Institution… 

• The solution is scalable to fit any financial institution.
• Is offered in a SaaS environment and mirrors your website to speed approvals.
• Can be deployed 24-hours after receipt of set up materials (logo & branch contacts).
• Requires no training.
• Is offered at a fraction of the cost of competing solutions.
• Can include turnkey marketing services to fuel growth.
• Includes an on-demand analytics portal to monitor customer cross sell activity following the initial appointment.
• Is being further enhanced regularly based on real-time market trends and feedback from institutions just like yours.

Want To See It In Action & Learn More?

Download Online Appointment Scheduling – Solution Overview

Contact Us Now to learn how Engage Branch Appointment Scheduling can benefit your organization.