[Updated September 2025]
It’s no secret—members value their time. In a world where convenience drives loyalty, offering members the ability to schedule appointments is no longer a “nice to have.” It’s essential.
Industry leaders, like John Best of Best Innovation Group, have long emphasized that branches still provide the best member experience. But the key is making those experiences easy to access. When members know they can book a dedicated time to sit down with a staff member, they feel confident they’ll get the attention and support they need—without long waits or uncertainty.
Bringing Banking to the Member
The idea doesn’t stop at in-branch appointments. Some credit unions are experimenting with “mobile banking experiences” outside the branch—meeting members at their home, office, or even a coffee shop. This flexible approach shows just how powerful appointment booking can be in strengthening relationships.
By giving members options for where and how to connect, credit unions can meet them on their terms, fostering deeper trust and loyalty.
How Better Lobby Makes It Possible
Better Lobby’s Appointment Booking tools make scheduling simple and seamless:
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Mobile & Online Access: Members can schedule appointments anytime, from their phone or computer.
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Branch or Remote Options: Support in-branch meetings or explore future options like video or off-site appointments.
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Staff Efficiency: Staff can prepare ahead of time, ensuring each meeting is productive and personalized.
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Improved Experience: Members feel valued, knowing their credit union respects their time and busy schedules.
Key Takeaway
Appointment booking is more than just scheduling—it’s a service strategy. By making it easy for members to connect when and where it works for them, credit unions can deliver the personal service members expect while building loyalty that lasts. With Better Lobby, your credit union has the tools to make this vision a reality.
The following section is the original post from December 2015. While some product names and screenshots may be outdated, we’ve kept it here for historical reference.
John Best, a long time CU executive and head of the Best Innovation Group, states that “branches are still the best user experience….. and more people would go to the branch if they could schedule an appointment to see someone and be sure that they would get the time and attention and they need for their busy schedule.” We couldn’t agree more with his comments.
He even recommends taking the concept further with his FinancialUber (FUBER) proposition: that CU employees make appointments with members in their home, office or a coffee shop to discuss their needs.
Key Takeaway: Mobile appointment booking has the ability to be game changer for your CU when it comes to building member loyalty and delivering stellar service.