Demo Center/Banking/Appointment Scheduling

Appointment Scheduling

Banking

Overview

Automate appointment scheduling with a digital self-service experience. Trigger this experience through a weblink sent via email, SMS, or QR code, an IVR system (e.g., Genesys, Five9), system of record (CRM), or through an existing mobile app. Providing self-service allows you to lower overall cost to serve while increasing connect rates by 2-3x.

In this experience, look for:

  • Reflexive form fields (dynamically adjust questions based on user responses)
  • Data validation for address location
  • Self-service appointment scheduling
  • Ability to download calendar invite for scheduled appointment
  • Customer authentication via core systems to pre-fill forms for upcoming appointment
  • Opt in to SMS messaging to receive appointment confirmation, reminders, and more

How it works

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Integrate with IVR systems
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Validate customer and account
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Digitally capture information
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Personalized views based on option selected
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Input location to nearest banking branch
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Self-service appointment scheduling
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Send real-time updates back to systems
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SMS confirmation

Featured resources

airkit for digital scheduling

Airkit for Digital Scheduling

With Airkit’s cloud-based Customer Experience Automation platform, enterprises rapidly build digital customer experiences across web, text, chat, and voice that connect warm leads to your sales team, automate self-service appointment setting (and reminders), and provide smart data capture.

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