UKG 2021 Banking Appointment Study Findings Revealed

Valuable insights into appointment trends at banks and credit unions.

The COVID-19 crisis changed the banking appointment landscape in 2020. Explore the latest bank and credit union appointment trends and how you can keep pace with account holder expectations in our UKG 2021 Banking Appointment Study Findings Revealed webinar replay.

Even as financial institutions invest in digital solutions, the branch continues to be a valuable channel for financial advice and consultation. As a result, appointments represent a critical opportunity to earn consumer loyalty and drive sales. Hear Matt Hertel, Financial Services Industry Principal at UKG, discuss findings from UKG 2021 Appointment Study, which highlights proprietary data on 121,869 appointments scheduled at 1,434 financial institution branches located across North America during February 2021. You’ll get a snapshot of consumer behavior that your bank or and credit union can use to improve overall branch service and performance. Available only from UKG, this data offers valuable insights into when and why consumers are scheduling appointments at bank and credit union branch locations.

This webinar covers:

  • Exclusive UKG 2021 Appointment Study findings and their implications for the future
  • The impact of the COVID-19 pandemic on digital adoption in financial services
  • Management tips for using appointment-setting software to optimize sales and services

View the webinar replay and learn how to adapt the branch experience to align with consumers’ evolving technology and service expectations.

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