News Release/For Immediate Release
July 12, 2004
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Contact:
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Rick Poulton, President
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(866) 444-8344
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Better Lobby Product Enhances Credit Union Branch Experience
San Francisco - A credit union lobby has always been the place where members
gather to conduct financial business, get the products and services they need,
and bond with staff. Sometimes it can be as chaotic as a busy street - at other
times, it can be as quiet as your local library. Always the hub of activity, a
credit union's lobby is a reflection of the organization behind the queue
lines, and its efficiency impacts the member's impression from the moment he or
she walks through the front door.
The challenge is to consistently make the
member's experience a positive one, and to create an environment that balances
service, friendliness, and efficiency. Managers frequently examine ways to make
the credit union lobby experience simply...better.
In an industry where sign-in clipboards and
loud calls of “next” were once the standard, a new product has been created that
automates lobby management while simultaneously streamlining, measuring, and
reporting on non-teller lobby activity. Designed in partnership with a credit
union to improve the lobby experience,
Better Lobby was introduced as an
inexpensive, easy to implement, affordable system that helps staff consistently
deliver a positive member experience.
Better Lobby manages the credit union lobby
experience like no other lobby tool. It provides unsurpassed visibility of
members who visit branches for non-teller services. Accessible to both branch
and head office staff, Better Lobby records arrival, wait time, visit purpose
and consultation time for every branch visitor to the service platform. Better
Lobby has rich reporting functionality and encourages higher levels of staff
accountability for service quality. It integrates with other applications to
check identity and record the outcome of the member consultation. At any time
and from any office in the credit union, Better Lobby allows staff and
management to “view” lobby activity, wait time, and staff productivity in any
or all branches. It provides current and past report-based insight into branch
traffic, employee performance, purpose of visit, and staff utilization.
In the summer of 2003, SAFE Credit Union in
North Highlands, California teamed with the Poulton Consulting Group in San
Francisco to conceptualize a system for perfecting the member's branch
experience. Henry Wirz, President and CEO of SAFE, states "If credit unions are
to prosper and grow, they must stop competing on price and improve customer
service. For SAFE to accomplish that in a new account opening process meant
re-thinking how we worked. That's why Better Lobby was created—a desire to
improve customer service significantly, and to help community-sized financial
institutions compete with the big banks."
Rick Poulton, President of Better
Branches–the owner of Better Lobby, worked closely with SAFE's branch and IT
staff to engineer the Better Lobby process. Upon Better Lobby's implementation
at SAFE in February 2004, management immediately witnessed a positive change in
SAFE's branch environment. “Better Lobby takes the guesswork out of lobby
management,” says Poulton, adding, “You can see branch activity hour by hour,
and you know when branches are busy before they tell you. Better Lobby has been
embraced not only by SAFE's management, but also by the staff who appreciate
the mutual accountability. In just 24 months, Better Lobby has resulted in
decreased waiting time along with an increased awareness of time efficiency.
Because activity is measured and shared, staff trust the reporting to be
accurate and fair.”
With initial testing successfully completed, Better Lobby was offered to select
credit unions for use on a trial basis. The product has been unanimously embraced
by its users, and is now available for adoption by any credit union wishing to
improve lobby service.
“Better Lobby is easy to implement and very
affordable,” says Rick Poulton. Because Better Lobby is browser-based and
designed specifically for financial institutions, it can be up and running in
as little as a day when the ASP-hosted service is used. Local installation is
also available, and allows Better Lobby to be placed behind a credit union's
firewall. Staff training typically takes about one hour and, once trained,
staff can easily train each other to use Better Lobby without the assistance of
a formal training program.
Confident in the performance and
effectiveness of the product, Better Lobby has been made available for trial
use by credit unions for a two-month period at no cost or no further
obligation. Once adopted for permanent usage, a credit union pays for a site
license based on size. Among the institutions that have tested the program,
none have turned back to their previous methods of lobby management.
Better Lobby is a part of the Better
Branches suite of products. Other product offerings will include solutions for
verifying identification, measuring cross-selling success, and integration with
an institution's CRM or data warehouse.
For more information about Better Lobby, contact Rick Poulton, President of
Better Branches, at (866) 444-8344.
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