Customers Embrace Banking By Appointment

When the pandemic restricted access to branch lobbies, customers embraced the idea of making appointments to do their banking. In this podcast from BAI Banking Strategies, Matt Hertel from UKG discusses the state of appointment setting in banking. Key takeaways include:

  • New checking accounts and consumer loans were the leading categories for appointments, opening cross-selling opportunities.
  • Virtual meetings are at the leading edge in the appointments space, both for the customer and for institutions.
  • With customers doing more digital banking, appointments can provide bankers with opportunities to make strong connections

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