BAI Featured Innovation

Valuable insights into appointment trends at banks and credit unions


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Technology continues to transform the retail banking landscape. The UKG 2021 Appointment Study provides valuable insight into recent appointment trends at banks and credit unions, along with best-practice tips for improving branch sales and service. The report discusses overall appointment growth, when and why people are visiting branches, completed appointments vs. cancellations and no-shows, and how appointment scheduling software can help optimize the branch experience.