WebTeam Central simplifies the booking process
with clients
“One of the greatest benefits is the quick and intuitive booking feature. This works great from both our customers’ and consultants’ point of view. We no longer experience double bookings and we don’t have to do any further confirming with clients regarding appointments. The simplified contact with clients is a win‑win solution.”
Alain Bitz, Migros Bank
Country: Switzerland
Industry: Financial Services
Customer profile:
Migros Bank was established in 1958, has over 800,000 customers and 69 branches in Switzerland.
They are based in Zürich as part of Migros Retail Bank. In Zürich they have an internal call center where they book mortgage and loan appointments for clients.
Read more about Migros Bank: www.migrosbank.ch
Business situation
Migros Bank was searching for a system that could handle all client appointments and that would book directly into the bank advisors’ calendars, and that customers would then receive a confirmation automatically. The booking system also needed to be fast enough to avoid double bookings.
Migros Bank booked around 400–500 appointments in January 2015 and around 240 appointments in October 2015. It depends on the season, so according to Mr. Bitz, they book on average 10‑12 appointments each day.
Before WebTeam Central was implemented, clients contacted the call center with their details, and it was registered manually in their internal system. The disadvantage was that clients had to talk to different people, and the bank didn’t always know whether a client had successfully scheduled an appointment or not, Mr. Bitz explains.
One of their requirements was that bookings be made on the spot while the client is on the phone, directly in advisors’ calendars, with automatic confirmation for the customer. The system also had to avoid double bookings.
Solution
The solution was WebTeam Central.
All appointments are booked in WebTeam Central and automatically registered in Microsoft Outlook®. Clients don’t have to accept the appointment manually. With the simplified process, double bookings are avoided.
Advantages
- Simplified contact with clients
- Great overview of appointments
- Avoid double bookings
- Check bookings directly
- Ability to sort by branch
Seamless Integration & Smart Scheduling: Migros Bank’s Experience
The main reason Migros Bank chose WebTeam Central was its powerful search mechanism and ability to sort calendars by branch location. Mr. Bitz says there were few alternatives on the market, which made the decision easier.
They use WebTeam Central to book appointments for clients because it integrates with Microsoft Exchange and automatically registers the appointments in Microsoft Outlook®. This structure saves time and centralizes operations. Everything is more organized, Mr. Bitz adds.
He highlights that the quick and intuitive booking feature works well from both the clients’ and consultants’ perspectives. They ceased experiencing double bookings and no longer needed additional confirmation with clients. The simplified client contact is a win‑win solution.
Mr. Bitz praises WebTeam Central as one of the best applications they use internally. Regarding support, he notes: “We experienced some technical problems and your support was helpful — we solved the issues straight away.”
Changing systems in a bank is not easy, but Mr. Bitz adds that they would consider other Add‑On Products solutions if they fit their needs. He concludes: “WebTeam Central is a great solution and I would definitely recommend Add‑On Products to others.”
WebTeam Central allows overview of multiple calendars and supports scheduling from outside the office. It is web‑based calendar software that improves internal communication, enables more efficient scheduling, and provides flexibility for modern, mobile usage. It offers many of the same user‑friendly, time‑saving features as Exchange Central.
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