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BANK / INSURANCE

BANK / INSURANCE

Online appointment booking for the Banking/Insurance sector

Use a powerful form builder to collect pre- and post-appointment information about your customers, constituents, patients or students, improving the quality of your services.
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Engage and retain your customers/insureds by offering them a personalised experience.
Generate more leads with online appointment booking and events.
Improve customer satisfaction by eliminating waiting times and improving accessibility.

Digitalise business monitoring and administrative management

Manage and centralise all your information in a single tool. Agendize manages the back office and synchronises your business calendars. By managing your staff's appointments and availability, your teams can concentrate fully on their business and the quality of support you provide to your customers.

Optimise your omnichannel experience

Standardise or create specific pathways for each of the booking channels: physical, telephone, online but also via your business cards... Easily roll out your appointment booking interfaces to all your branches and offer automated booking pathways that are always in line with the Group's image.

Improve the comfort of your customers

Offer greater flexibility by allowing you to choose not only the expert but also the location of the appointment: telephone, videoconference or in-branch. Reduce travel time and waiting times by offering videoconference appointments. Integration with a ChatBot means you can qualify your needs, answer the most frequently asked questions and also offer to book an appointment directly.

Are you interested in our solution?

Contact one of our experts to benefit from Agendize's expertise and find out more about the feasibility of your project.