Banking & Financial Services
Become the Financial Institution of the Future
Drive business growth with SUMO
Customers today are smarter, have more choices, and are savvier. Aligned with constant updates in technology customer expectations are changing. By adapting to today’s customer engagement habits and expectations, financial institutions can secure engagement and brand loyalty long into the future.
SUMO Scheduler’s Customer Engagement Platform helps financial institutions truly drive customer conversations, which results in increased omnichannel conversion, revenue, and customer loyalty.
Benefits
Fully Embrace Omnichannel
Offer a Personalized Experience
Offer “front of the line” and “we’ve been waiting for you” service by helping customers meet at the right location, with the right expert, at the right time.
Improve In-Branch Customer Journey
Drive branch foot traffic by offering premium services like “get in line” to increase sales and customer loyalty.
Nurture Customer Loyalty
Personalize Customer Interactions
Improve branch foot traffic and enhance customer service with personalized customer experiences.
Core Capabilities
How Financial Instituitions are using SUMO
Online Appointment Scheduler
Attract customers with “Meet an Expert” links on your website, customer community, employee email signatures, mass emails, and more.
Multi-Location Support
Call Center Booking Wizard
Marketing Integration
Easily embed “Meet with an Expert” links in your outbound mass email campaigns to convert consumers directly to in-branch traffic.
Waitlist Manager
Email Personal Invites
Enable your call center to email outbound private invitations for customers to meet with experts in branch or virtually.
Analytics Builder
Host In-Branch Experiential Marketing Events
Drive more in-branch traffic by hosting experiential marketing events that educate consumers on your products and offerings.
What are customers saying?
SUMO rescued us from manual processes!
SUMO helped us automate our advising session scheduling process with approximately 1200 students a year. Before SUMO we had to do this manually, a process that was time-consuming and subject to error. The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment. The outward-facing interface is also very user-friendly which makes it easy for our students to schedule their appointments.
We have worked with Sumo for outward-facing processes for 5 years now and would highly recommend Sumo to anyone looking for a great appointment scheduling solution that is natively built in Salesforce.
Great app for productivity & scheduling
I've managed our relationship with SUMO from implementation to today and can say that it's been such a huge benefit to our organization. As a growing nonprofit that places a high priority on leveraging technology to allow our direct service providers ways to do their jobs, SUMO was a natural fit for us. The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules. And our favorite feature has been the self-scheduler which has completely streamlined the scheduling process for follow up appointments with clients.
SUMO Rocks!
We use SUMO to schedule appointments with clients for certifications and client success appointments. The self-scheduling tool works every time and we have implemented wild card appointments to maximize our availability. We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!
This App has completely changed our processes
The amount of appointments that we are able to make has increased by over 70%. My agents no longer have to play the game of back and forth to try to find a time that works for both parties. This app has been a game-changer for our organization. My agents are now able to concentrate on other clients and communications knowing that they can send the scheduling message and the client is able to self serve.
Sophisticated, easy-to-use appointment tool
I've worked with SUMO on several engagements-they've always been very collaborative and customer-focused. Their appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.
Takes the headaches out of scheduling appointments!
This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students. Other great bells and whistles and smooth implementation!
Ready To Try SUMO?
Schedule a call for a quick demo or
start your free trial on Salesforce AppExchange
Powering Customer Conversations
PLATFORM
APPOINTMENT SCHEDULER
EVENT & CLASS SCHEDULER
QUEUE SCHEDULER
RESOURCES
SUMO Scheduler
11545 Park Woods Circle - Suite B
Alpharetta, GA 30005