bankingINDUSTRY

Banking

Learn why Webster Bank and others trust SUMO.

Scheduling automation software for banks.

Become the bank of the future.

At SUMO our motto is “Time is money“.  Critical to building relationships with your customers today is removing scheduling friction. It’s more important than ever to most efficiently utilize your customer and your staff’s time with scheduling automation software.

Build customer loyalty and satisfaction.

Let customers pre-book appointments online.

Today’s customers schedule everything online from flight check-ins to haircut appointments and expect their retail bank to let them pre-book appointments online to get a guaranteed time with an expert.

Drive more business across all digital properties.

Deploy “Schedule Appointment” buttons everywhere.

People love organizations that remove the friction from appointment scheduling.  Our banking clients are converting more customers by simply deploying “Schedule Appointment” buttons on their web site, customer portals, social media sites, and via various marketing campaigns, including mass emails.

 

Empower your call center.

Enable your call center reps to schedule into branches.

You can train your call center reps to either use the Online Scheduler or the CRM Calendar to quickly schedule customer appointments (conf call or in person) with the right banking professional in-branch.

 

Align customers with the right banking expert.

Use the SUMO Assignment Engine to conduct matchmaking.

Today’s customers don’t have lot of time and want fast results.  Give your customers a guaranteed time to talk.

 

 

Give Customers Faster Access to Support

Deploy “Schedule Support Call” button on your customer support web site.  Improve customer satisfaction and reduce customer churn.

Give Everyone an Assistant

Did you know people can spend up to 25% of their time scheduling and rescheduling appointments?  Phone tag and email tag are huge time sucks.  Deploy “Schedule Appointment” links in your staff’s email signatures.  No more back and forth trying to find an agreeable time to meet.  More time earning new revenue and servicing customers.

Deploy in a Salesforce Community

Deploy “Schedule Appointment” buttons to your:

  • Salesforce Customer Community
  • Salesforce Partner Community
  • Salesforce Employee Community

Deploy just about Anywhere!

 

  • Any Portal
  • Any Web Site
  • Any Intranet
  • All Social Media Sites
  • Trigger Automated Emails
  • Mass Emails
  • And more…

View All Features

SUMO has a whole lot to offer.  Check out our constantly evolving list of modules, engines, and features.

View Features

Find Your Solution

SUMO for your role, for your industry.  See how SUMO caters to you and your organizations specific needs.

View Solutions

Schedule Consultation

Use SUMO to schedule a consultation with a scheduling expert.  Ask questions, get a demo, and learn about SUMO.

Schedule Consult