Omnichannel Appointment Booking for Banks and Insurance.
Take the shift towards digitalization by opting for a planning and customer relationship management tool. Optimize your journeys across all of your communication channels to build an exclusive and innovative customer relationship.planning management and customer relationships. Optimize your journeys across all of your communication channels to Establishing a customer relationship exclusive and innovative.
The networking platform for major financial networks
Agendize provides solutions for retail banks, mutuals, and insurers to orchestrate millions of appointments annually across hundreds of branches. Each advisor manages their availability, each customer chooses their preferred channel – in-branch, video, or phone – and every interaction is logged in your CRM in real-time.
With PSD2 compliance, sovereign hosting, and entity-based data isolation, Agendize meets the security requirements of the financial sector without compromising customer experience.
Engage and retain your customers/policyholders by offering them a personalized experience
Generate more leads through online appointment booking and events
Improve customer satisfaction by eliminating waiting times and improving accessibility.
Digitize business monitoring and administrative management.
Manage and centralize all of your information on a single tool. Agendize takes care of the back office management and synchronizes your professional calendars. Management of appointments and availability of your employees, your teams can concentrate fully on their activity and the quality of support for your customers.Management of appointments and the availability of your employees, your teams can fully focus on their activity and the quality of support for your customers.
Optimize your omnichannel experience.
Standardize or create paths specific to each of the reservation channels : physical, telephone, online but also via your business cards... Easily deploy your appointment scheduling interfaces to all of your agencies and offer automated reservation processes that are always in line with the group's image.
Improve the comfort of your customers.
Offer more flexibility by leaving the possibility of choosing the expert but also the place of the appointment: telephone, videoconference or in an agency. Less transport time or less waiting, offer videoconference appointments. Finally, integration with a ChatBot makes it possible to qualify the need, to answer the most common questions but also to directly offer to make an appointment.
Replace your contact forms and attract new customers
Your prospects will be contacted at a time that is convenient for them and you will have the opportunity to respond quickly to their needs.
Bring your policyholders closer to their advisor
Your branch sales team can be available in the branch, by telephone, by videoconference, and even on the premises of your professional insured.
Qualify the requests of your policyholders to guide them towards the right service
During the process, the insured person fills in the subject of his request and can send the information and documents necessary to process his claim safely.
Regulate the activity of your management centers in case of call peaks
In case of peak calls, your interactive voice servers integrate a voicebot for making appointments during availability slots. Your insured is called back and his request processed, without him having to repeat his calls.
Integrate appointment scheduling data into your CRM
Keep the contact details of your policyholders up to date, trace their interests, requests and feedback following interactions with your teams.
Are you interested in our solution ?
Contact one of our experts to take advantage of Agendize expertise and find out more about the feasibility of your project.
CE QUE NOS
UTILISATEURS
pensent de nous.
Trusted by professionals and businesses worldwide, Agendize is redefining how people connect. Here's why they trust us...
Agendize showed something different in terms of adaptability and flexibility, and we wanted to work with a partner rather than just a supplier. We have answers to our technical questions and we feel that there is a motivated and committed team in front of us.
Agendize is the scheduling system that meets all our needs, very detailed and above all very flexible. Agendize allowed us to frame the management of this proximity with a whole adapted module and an interconnection with existing work environments, it is really effective. Our exchanges with Agendize: transparency, availability, efficiency and speed.
From the very first conversation, we realized that Agendize would be the ideal partner for our project because the team is great (quick response, in-depth knowledge) and the tool itself is extremely easy to use while offering enough options to personalise it to our brand. We were able to make the idea a reality in just a few weeks.
Since lockdown, we no longer necessarily want to travel to get advice, a service or information. So you'll have someone in front of you who may be far away without needing to travel or take time off. No, you can do it from home or from your workplace and you'll have a personalized meeting.
AGIRC ARRCO
The new concept of relationships
