Better Lobby

Video, Retail & Traditional Branch Meetings

Better Lobby is the visitor management solution credit unions need to ensure member satisfaction, sales effectiveness, and optimal employee utilization. Whether virtual or in-branch, appointments or unscheduled meetings, Better Lobby includes the tools you need in a single
browser-based solution!

Below are some highlights

Flexible Branches Video Meetings

Flexible Branches Video Meetings are remarkably easy to initiate ....
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Online Queuing

Online Queuing – reduces the time spent waiting, by enabling...
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Appointment Booking

Our Web/Mobile Booking Tool makes it easy for members ...
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Kiosk Self Check-in

Essential in the retail branch concept to ensure that visitors can queue...
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Sales and Service Queue

Sales and Service Queue - manage both virtual and in-branch visits from a....
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Wall Display

Branch Service Queue Wall Display provides confirmation to ...
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Modules Overview

Better Lobby helps CUs manage member visits and
meetings. Whether an appointment or walk-in, face-to-face or video, Better Lobby will increase member satisfaction and sales effectiveness and optimize employee utilization. Designed for use in both Retail and Traditional branches, the application is also equipped to help manage out-of-branch appointments conducted by phone or video.

FEATURES AND BENEFITS

Help your customers, empower your team, and grow your business
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Flexible Branches Video

  • Connect with your members anywhere, anytime on any device, leveraging our video solution without requiring any special hardware.
  • Connect your members to the right experts across locations, ensuring specialized service without geographical limitations.
  • Book video appointments easily with immediate confirmations and direct Virtual Lobby access links for a smooth meeting setup.
  • Launch video calls with a single click, offering both scheduled appointments and on demand meetings for immediate member support.
  • Tailor video queues, services, and notifications to align with your credit union’s unique needs and branding, with easy third-party video integration.
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Main Service Queue

  • Real-time tracking of in-branch and video visitors, including walk-ins and appointments, improving service speed and member satisfaction.
  • Enables easy check-in options for visitors from anywhere—via the corporate website, in-branch kiosks, or staff assistance, with no apps required.
  • Alerts staff to new arrivals and long wait times, facilitating better service management and reducing visitor wait times.
  • Our analytics offers in-depth, real-time reports on branch traffic, staff performance, and service times, aiding in optimized scheduling and operational improvements.
  • Integrates with the Survey Trigger Module to easily solicit and collect member feedback post-visit, enhancing service quality and member experience.
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Kiosk

  • Provide an easy way for your visitors to check in from service via the physical Kiosk or have them check in from their own device by scanning a QR code.
  • Simplifies the arrival process for all visitors, significantly cutting wait times and improving flow.
  • Easily aligns with your credit union’s look and feel, enhancing member trust and connection. Works across devices and setups, ensuring a seamless user experience anywhere, anytime.
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Online Queuing

  • Enables members to join the Main Service Queue before arriving at the branch, by going on your Credit Unions website and selecting the branch they want to visit,reducing in branch wait times and enhancing member satisfaction.
  • Efficient Parking Lot Check-In, allowing members to confirm their arrival without needing to enter the branch, further streamlining the service process.
  • Members receive instant text confirmations upon queue registration and check-in, complete with a cancellation option, ensuring a smooth and informed visit experience.
  • Provides branch management with foresight into walk-in volumes, enabling better scheduling around peak times for optimal staff utilization and service delivery.
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Wall Display Features & Benefits

  • Displays real-time queue positions while seamlessly promoting your credit union’s brand.
  • Works in harmony with our suite of modules, providing visitors with clear confirmation of their check-in method, whether it’s through appointments, self-check-in kiosk, or online queuing.
  • Advertising – Tailor the display’s look to match your credit union’s aesthetic, from themes and colors to display columns. Plus, utilize the platform to display web compatible advertising, turning the Wall Display into a dynamic tool for engaging visitors and promoting your services.
  • Responsive display – Optimizes the viewing experience with responsive design that adjusts to various monitor sizes and orientations (Mobile, Tablet, Desktop, Smart TV), ensuring clear visibility and interaction from any distance within the branch

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Modules Overview

Better Lobby helps CUs manage member visits and meetings. Whether an appointment or walk-in, face-to-face or by video, Better Lobby will increase member satisfaction, sales effectiveness and optimize employee utilization. Designed for use in both Retail and Traditional branches, the application is also equipped to help manage out-of-branch appointments conducted by phone or video.

Appointments

Better Lobby Branch Appointment module makes it easy to schedule an appointment with branch personnel. All CU employees can view and make appointments with qualified staff on behalf of member in Better Lobby. When the optional Mobile Appointment Booking Tool module is installed, members can book appointments themselves online from their mobile device or computer. Once an appointment is made, it is visible in the employee’s Outlook Calendar.

Walk-ins

The Better Lobby Sales & Service Queue helps manage branch visits so that member service and sales performance are improved while reducing servicing costs. It records the arrival of walk-ins and appointments and provides notification of arriving visitors and staff availability to staff.

Flexible Branches Video Meeting Module

Flexible Branches makes it REMARKABLY easy for members to connect with branch staff by video for either unscheduled meetings or appointments, helping CUs serve members when conventional access to branch staff is disrupted.

Online Queuing

Better Lobby Online Queuing enables branch visitors to place their name in the branch service queue prior to arriving at the branch. Their position in the queue is finalized once they confirm their arrival.

Self Check-in Kiosk

Whether the visitor self checks-in or concierge staff does it on their behalf, the process is fast and intuitive, putting the visitor (either walk-in or appointment) in the main service queue for all staff to see.

Service Queue Wall Display

Used in both traditional and retail-style branches, Queue Wall Display provides branch visitors an easy way to see their position in the queue while effectively communicating your credit union’s brand with color, logo and on-screen advertising.

Out-of-branch Meetings

Phone appointments can be enabled in our Branch Appointment Calendar module and accessed using the Mobile Booking Tool. Soon, Better Lobby Solution will support BYOD (bring your own device) Appointments to enable out-of-branch appointments with members using the video capability of their mobile device or computer.

Trigger a Survey

If a branch visitor is eligible to receive a survey Better Lobby is able to trigger the survey with your third-party survey software, sending the survey request data to your survey system provider who then communicates with the member by email or text.

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Better Lobby modules are available as a locally installed application in your data center. Some modules are available over a secure internet connection in a service bureau environment.