Lobby Management reporting gives branch managers the relevant statistics they need to enhance their member experience. Each of the reports answers a question that is imperative about your service wait times, branch visit reason, and branch pipeline. From understanding why your new and existing members are coming in, to measuring future revenue and member service representative performance.
By breaking down the new and existing member lobby management process from every angle you are able to identify the areas in your credit union that need your attention the most. These small tweaks can often mean better efficacy within the credit union and a better member experience.
HOW IT CAN HELP YOU MANAGE YOUR CREDIT UNION
Pinpoint bottlenecks in the lobby management process that are preventing new and existing members from being served.
Understand Member Service Representative performance in one place with the performance Dashboard.
Easy-to-digest visuals highlight the metrics most important to your credit union.
Big Data analysis lets you look back in time and compare historical snapshots
Identify which products and services are generating the most impact in your branches.
Lobby 6 is more than the next generation of branch lobby management — it’s an uncompromising vision of what branches should look like in the modern world. It puts incredible power within the branch that enhances:
Improve Employee Performance
Increase and Track Referrals and Cross Selling Results
The member kiosk with self checks-in is fast and intuitive. The Kiosk is customizable to meet your lobby management and credit union environment. It works in all web browsers and can be used on any handheld device.
Ticket History is an activity history of all the actions that have occurred on a member interaction. If you’ve ever wondered what Member Services Representative did what on a ticket and when, our ticket history lets you see exactly that.
Now, right within the check-in, you can see what actions were taken and the Member Service Representative who took them.
You’ll see things like wait times, reasons for visit, products sold, and Member Service Representative Statistics.
You now have the power to track the entire history of the member interaction.
Use the detailed search tool to view the full sets of member interactions and view visualizations such as charts and graphs to get an in-depth look at the member interaction data submitted by Member Service Representatives/branch staff.
Download and Export the data which allows you to select a specific set of information and download it in .csv or excel format.
Credit Union Employees can select a dataset and download the data in comma-separated values (.csv) or excel format, which allows staff to open and explore the data using their own software and computer. With this option, the user is not reliant upon an internet connection to view the data, but must have software that allows for downloading and viewing data in large datasets.
Whether your using one or many of our products, that platform is designed to use a single univeral sign in for each user. You can enable one or many products on a per user basis and have the ability to manage their access in real-time.