Appointment Scheduling Software for Banks

Bank scheduling software needs to be versatile - with Q-nomy’s scheduling software, it is. We make it easy for banks, across all branches, to simplify appointments at all interaction points to:

Streamline appointment scheduling and management

Keep clients happier and ready for each meeting

Scale to meet the needs of small or large banks

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Q-nomy’s Features Change the Way Banks Manage Appointment Scheduling

Appointment scheduling software for banks should elevate the customer experience. Q-nomy’s software is designed with key features that make scheduling and managing a meeting a streamlined experience.

Custom, Secure Online Appointment Booking

Q-nomy lets you personalize your online portal to match your bank’s branding while offering robust data safety. Cloud and on-premise solutions are available to meet your data and security needs. Put clients in control of their appointment booking. Q-nomy makes it easy for clients to use the built-in online portal to:

Add and update information

Schedule and manage appointments

View all of their past appointment history

Automated, Personalized Confirmations and Updates

Booking confirmations are sent directly to the client, but that’s just the start of your interactions. Clients are notified when the meeting will start and the duration of the meeting, making them more likely to attend. Fewer no-show appointments allow bank reps to maximize performance and reduce wasted time due to meeting miscommunications.

Booking confirmations are automatically sent immediately after scheduling.

Clients receive personalized reminders with meeting details before the appointment.

Real-time updates notify clients of changes in meeting time or duration.

Intelligent Queue Management

Managing queues shouldn’t be time- or resource-intensive. Our smart queuing system keeps clients informed every step of the way, notifying them of their position in line and automatically matching agents with the best-fit customers for efficient, personalized service.

Customers receive real-time updates about their place in line and meeting details.

Schedule and manage appointments

The system ensures every client is routed to the most qualified banker available.

Reports and Analytics

At Q-nomy, we provide actionable insights into your bank's scheduling operations. Gain full visibility into resource usage data, identify which staff members are meeting with clients most frequently, and evaluate performance to determine who is exceeding expectations and who may need support.

Customer behavior patterns

Booking and meeting trends

Performance

Much more

Systems Integration

Smart appointment booking needs to be a part of your IT ecosystem, integrating existing knowledge about customers and agents to provide the most effective service. Our software seamlessly connects with your existing tools to ensure optimal efficiency and customer satisfaction.‍

CRM & Banking Integration: Q-nomy’s solutions enhance customer insights and enable optimized banker routing.

‍Digital Platform Compatibility: Q-nomy’s solutions connect seamlessly with Zoom, Teams, and Google Meet for efficient video meetings.

‍MS Exchange Support: Q-nomy’s solutions integrate with Outlook for easy appointment and calendar management.

Security and Compliance

Banks are under strict regulations, and your software systems must meet the latest requirements and standards. Our solutions are:

Tested to comply with the latest security standards and regulations

Compliant with WCAG accessibility standards

Support privacy regulations such as GDPR

Benefits of Q-nomy’s Appointment Scheduling Software for Banks

Whether you’re meeting with clients online or in your branch, Q-nomy will help shape your appointment from the moment of booking until your meeting is over. We know the ins and outs of how banking appointments work. Our program is designed to:

Meet Your Bank’s Unique Requirements

Your bank’s unique operational needs are considered every step of the way to offer the flexibility you need in one robust scheduling solution. Our advanced rule-based scheduling system makes it fast and easy for you to:

Customize the look and feel of the booking interface

Set rules and parameters for meetings

Assign team availability your way

Want to see Q-nomy in action?

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Improved Customer Experience

Waiting in queue for meetings is never fun. Clients deserve to know when their meeting will begin. Long wait times happen, but it’s your responsibility to keep clients in the loop until they talk to a representative. We provide the modular booking interface missing from your existing appointment scheduling software. Q-nomy keeps your clients and customers happy with omnichannel care that:

Prioritizes profile-based routing

Interacts with digital and physical mediums

Manages video calls from start to finish

Optimized Staff Efficiency

What is your staff utilization rate? Reports and analytics allow you to praise over-performing reps and train reps who are missing KPIs. Our appointment scheduling software for banks increases productivity and performance with:

Rule-based controls that you set

Intelligent routing to keep reps busy

Easy client appointment scheduling and modification

Calendar utilization analysis to help you make the most of each rep’s time

Reduced Crowding and Wait Times

Crowded lobbies and wait times turn potential clients away. Convenience is what today’s clients expect, Clients can easily schedule appointments with any branch or request a video call at a time that’s most convenient for them. Q-nomy is designed to change the way appointments are managed:

Digitally

In-person

Case Studies

Our bank appointment software improves client satisfaction, boosts booking rates and minimizes costs. But don’t just take our word for it. We’ve worked with excellent banking institutions that have transformed appointments with the help of Q-nomy.

Let's take a look

Transforming customer experience- the cooperative banks new appointment scheduling software

The Co-operative Bank has over 50 branches and offers various financial products, including accounts, mortgages, and credit cards. It continuously improves operational processes to enhance service quality.

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Sheba Medical Center- Success Story

Q-nomy delivered an appointment scheduling system that surpassed the Sheba Medical Center’s expectations, and was a cornerstone in the medical center's new IT roadmap.

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Apple Premium Resellers

Apple Premium Resellers (APRs), in numerous countries around the world, are operating their stores using the service model preferred by Apple owned stores: which means, having pre-scheduled appointments as the main option for receiving service and consulting.

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Leading Telecom

The following case study discusses a leading telecommunications company, which is among the world's largest telecommunications companies, one of the largest providers of mobile telephone services, and a leading provider of fixed telephone services in the United States.

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Bay County Tax Collector

Bay County Tax Collectors’ four offices serve nearly 200,000 constituents every year. Each office provides a wide range of services, including drivers' licenses and vehicles, property tax, and concealed weapons permits. Cities in Bay County include Fountain, Lynn Haven, Mexico Beach, Panama City, Panama City Beach, and Youngstown.

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UK Multinational Telco

The British multinational telecommunications company, with headquarters in London, predominantly operates services in the regions of Asia, Africa, Europe, and Oceania. The company owns and operates networks in over 20 countries and has partner networks in over 50 additional countries. Its Global Enterprise division provides telecommunications and IT services to corporate clients in 150 countries.

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Frequently asked questions

Answers to the most common questions we get! Have a different question?

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What is appointment scheduling software?

Appointment scheduling software helps businesses and organizations streamline their scheduling process. It allows clients to book appointments online, automates confirmations, and integrates with backend systems for efficient management.

How does online appointment scheduling software work?

Online scheduling software operates in the cloud or on-premise, enabling users to book appointments via a website or mobile app. Businesses can set preferences for available times, integrate with calendars, and automate reminders to reduce no-shows.

How does your software handle both small businesses and large enterprises?

Cubu is our SaaS solution designed for small to medium-sized companies, offering a simple, user-friendly interface and powerful functionalities like scheduling, automated reminders, and queue management. It’s perfect for businesses that want a fast, easy setup with minimal overhead.
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‍Q-Flow is our enterprise-grade solution, tailored for large organizations with complex needs. It offers deep customization and integration with existing systems like CRM and ERP and is scalable across multiple locations. Q-Flow is ideal for organizations that need to handle large volumes of appointments and customer interactions.

Our software is designed to scale, offering tailored solutions for small businesses while providing enterprise-level features like advanced analytics, multi-location management, and custom workflows for larger organizations.

Is there free online appointment scheduling software?

While free solutions exist, they often come with limitations. Cubu offers scalable solutions, and businesses can select the pricing tier that fits their needs, ensuring the software can grow with your organization.

What software is used for appointment scheduling on Mac?

Cubu and Q-Flow are fully compatible with Mac, offering seamless integration with other tools you may already use in your workflow.

How does appointment scheduling software improve customer satisfaction?

Our software ensures that clients can book appointments at their convenience, receive timely reminders, and avoid scheduling errors, leading to higher satisfaction and more streamlined service.

We help streamline your physical & digital customer journey

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Since 2002, Q-nomy has been developing, selling, and implementing software solutions that help organizations optimize the customer experience in their branches or stores. Q-nomy's vision is to make the most out of every customer's visit: more sales, greater customer satisfaction.

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