Every year, the IMF conducts a global survey to assess people’s access to financial services. The most recent data from October 2017 show the number of branches per 100,000 adults holding remarkably stable in recent years.

When it come to important financial matters, advice and problem solving, most people still have a preference for face to face human interaction.

They also prefer to have those branch interactions to be both 1) convenient and 2) taken care of in a timely manner.

In order to satisfy those two requirements, credit unions need to deploy automated solutions that permit members to use nearly any Internet-connected device to schedule branch appointments through their website or mobile app.

Key Takeaway: Accepting appointments modernizes how members engage with branches, optimizing the allocation of staff and resources while giving your brand a tech-savvy image.