Watch Utkarsh Shankar, Product Manager at Eltropy, discuss the need for credit unions and community banks to right-size their branch staffing. Experience Eltropy’s Appointment and Lobby Management dashboard in action, to manage the branch traffic and efficiently allocate staff to deliver consistent service across branches.
- Appointment Management, Branch Analytics, Lobby Management, Member Experience, Video Banking
Key Highlights
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Highlight 1
Understanding operational challenges for branches in the digital era
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Eltropy's Branch Operations suite
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Booking branch appointments digitally
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Lobby Management dashboard to monitor queues
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How can agents use Eltropy for appointment notifications and branch traffic management?
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Q&A 1
How to shift a lobby request to an appointment?
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Q&A 2
Does the lobby view also give a holistic view of the flow of branch traffic?
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Highlight 6
Appointment Management dashboard – Monitor branch traffic and member behavior
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Highlight 7
In-branch video room to manage requests when you are understaffed
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Highlight 8
Appointment Management – Understanding and monitoring agent utilization
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Highlight 9
Branch traffic data patterns to allocate staff effciently during peak times
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Highlight 10
Lobby Management analytics – Understanding in-branch member behavior
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Highlight 11
Live dashboard for real-time branch insights
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Highlight 12
Temporary agents to manage high branch traffic
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Highlight 13
Eltropy’s branch solutions – Benefits for your CFI
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Q&A 3
How to transition online appointment to an in-branch appointment?
