The appointment process is the first touch point for your customer, and a good first impression is important. This impression can be wasted with insufficient choice, an inconsistent approach, or an inefficient booking process. An efficient appointment management solution can help financial institutions maximize the conversion rate of vital business opportunities into quality business and ensure that cross sale opportunities and referrals are maximized.
Unisys Appointment Manager helps find the most appropriate adviser and room based on the requirements of both the customer and the organization. Once booked, the appointment can be confirmed by letter, email, or text messages. Available across all channels, including in the branch, the call center, direct channels and mobile devices, Appointment Manager allows you to focus time and effort on driving a positive outcome from your meetings. Appointments can be either face-to-face, by telephone or video conference, and booked in less than two minutes by anyone with access to the application.
With Unisys Appointment Manager you can:
- Improve Efficiency: Appointment Manager integrates core information such as adviser capabilities, location information, and customer data, and augments the overall appointment process from search and booking to appointment maintenance.
- Enhance Quality: The solution ensures regulatory compliance and high quality customer service. It is maintained across the organization through one system and matches adviser capabilities to different meeting types, ensuring the appropriate person is assigned to an appointment.
- Explore New Business Opportunities: The solution offers the opportunity for advisers to cross sell or refer the customer to another business group by transferring or scheduling another meeting at any time during the appointment. Once an appointment is concluded, follow-up appointments can be booked by the adviser for themselves or others immediately.
Core Banking |
Enterprise Payments |
Retail Delivery |
Fraud and Risk Management |
Unisys Financial Services System