Case studies, Appointment Booking, Banking

Revolutionizing Appointment Scheduling at Banca Transilvania

BT uses Linistry's appointment scheduling software for banks

Optimizing Customer Experience with Seamless Appointment Solutions

About Banca Transilvania

Banca Transilvania (BT) is one of the largest banks in Romania. It offers a wide range of services, including personal and business banking, loans, and investment products. BT is known for its commitment to innovation and customer-centric services. The recent acquisition of OTP Bank Romania marks a strategic expansion for BT, further solidifying its position in the Romanian banking sector.

Company size
10 000 employees

Problem

  • Long queues and waiting times
  • Low-quality customer interactions
  • Daily work organization issues

Solution

  • Linistry (Geomant) Appointment Booking

Summary

Banca Transilvania faced challenges managing customer waiting times and improving overall client interactions. To address these issues, the bank partnered with Linistry and Geomant to implement their appointment scheduling software for banks. This solution has significantly reduced queues, enhanced customer interactions, and streamlined staff organization, leading to a marked improvement in customer experience and operational efficiency.

Challenges

In the past, Banca Transilvania faced several challenges:

  • Long Waiting Times
    Customers often experienced extended waiting periods, which affected their overall satisfaction and perception of the bank’s services.
  • Inefficient Staff Organization
    The lack of a structured appointment system made it difficult for staff to manage their daily tasks effectively, resulting in increased stress and reduced productivity.
  • Suboptimal Customer Interactions
    Employees were less prepared for client meetings, leading to less personalized service deliveries.
  • Operational Inefficiencies
    The absence of a streamlined scheduling process contributed to operational bottlenecks, affecting the bank’s ability to serve customers promptly and efficiently.

The Solution – Linistry’s Appointment Scheduling Software for Banks

To overcome these challenges, Banca Transilvania adopted an online scheduling solution provided by Linistry and its implementation partner, Geomant. The Linistry Appointment Booking allows customers to book appointments in advance, ensuring they receive a timely and personalized service upon arrival at the bank. The scheduling system has been seamlessly integrated into the bank’s daily operations, becoming an indispensable tool for the staff.

Key aspects of the solution include:

  • Smaller queues
    Customers can schedule their visits, minimizing the time spent waiting for services.
  • Higher-quality client interactions
    Bank employees can be better prepared for client meetings, having access to information about the client’s needs and the appointments in advance.
  • Organized workdays
    Staff members can manage their schedules more effectively, prioritizing daily tasks and reducing stress.

Results

The implementation of Linistry Appointment Booking has yielded significant benefits for Banca Transilvania:

  • Reduction in Waiting Times
    The time customers spend waiting for services has been significantly reduced, enhancing overall satisfaction.
  • Improved Customer Interactions
    Employees can provide more personalized and attentive service, fostering customer loyalty and trust.
  • Streamlined Staff Organization
    The scheduling system has improved staff productivity and reduced stress, allowing employees to focus on delivering high-quality services.

Conclusion

Banca Transilvania could drastically reduce queues and customer waiting times, interact with clients the way they like, and make banking representatives work more organized with Linistry (Geomant) Appointment Booking. Their appointment scheduling software for banks has significantly improved both customer and employee experience, setting a new standard for customer-centric services in the banking industry.

Download the full case study in pdf format

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