Transform your Approach to Branch Workforce Optimization with Advanced Forecasting with AI, Above Branch Scheduling Automation, and Mobile Employee Self-Service
AI-Powered Workforce Management
Modernize Your Workforce Management
In a post-crisis world, optimizing your branch staffing has never been more critical to reduce costs and ensure continuity in execution. However, legacy bank workforce management solutions don’t support more agile staffing models and employee sharing across multiple branches.
Reflexis for Banking, with AI-powered workforce management capabilities, provides you the ability to optimize labor budgets, forecasts, and schedules—while supporting modern, flexible labor models. The Reflexis Workforce Scheduler solution offers powerful, intuitive tools for budgeting, forecasting, modeling, and scheduling your labor needs at the branch and market level, with optional modules for Employee Self-Service and Time and Attendance.
Advanced Forecasting with the Power of AI
The Reflexis for Banking platform’s advanced, AI-enabled algorithms allow you to generate the most accurate labor forecasts in the industry. Raise your forecasting accuracy and leverage key drivers, including:
• Day parts to the 15-minute interval
• Government check days and holidays
• Non-customer facing activities
• Branch drive-up configurations
• Colleague skills, certifications, and preferences
• Local or regional market differences
• National and local labor rules and regulations
• Weather and seasonal trends
Reflexis forecasting algorithms can increase the alignment of staff with peak engagement opportunities. This approach enables you to schedule the right people at the right place at the right time, maximizing customer engagement, branch efficiency, and sales. Additionally, you can cluster model “what-if” scenarios, such as changes to branch layout, branch closures, and other factors impacting the region, market, branch groups, or neighborhood.
Watch a Webinar on Forecasting with AI
Get More With Reflexis Appointments – Short Install, Not Shortsighted
Optimize Scheduling Above-The-Branch
Reflexis Workforce Scheduler enables you to easily schedule at the branch, above-branch, or metro area without the need for regional float pool managers. Whether scheduling floating specialists across the network, adding split-skill staff, or enabling part-time staff to pick up shifts at neighboring branches, modern bank staffing models expand beyond the home branch.
The Reflexis scheduling solution supports this agile network staffing, with tools for floating labor pools, geo-fencing, rules-based compliance, and mobile employee self-service.
Watch a Webinar on Above-Branch Scheduling
Simplify & Mobilize the Employee Experience
Reflexis for Banking saves hours for branch managers every week with AI-enhanced, mobile-first schedule tools to automate scheduling in compliance with all bank rules and regulations.
• Generate optimized schedules in minutes
• Use Copy/Paste and Template functionality to streamline scheduling
• Track and improve results with full-function user-customized reporting
• Receive email, text, or in-app alerts for exceptions and impending violations
• Empower branch colleagues to view their schedules, update availability, and request time off from iOS and Android native mobile apps
Improve Employee Satisfaction
Modern workforce management tools drive improvements in employee satisfaction and retention.
Optimized Forecasting – Help eliminate misalignments between branch traffic and staffing that result in branch employees being overwhelmed and frustrated.
Above-Branch Scheduling, Float Pool Management, and Shift Bidding – Give staff the opportunity to swap or pick up hours at local branches, giving them more control and flexibility
Automated Scheduling Processes – Set branch staff up for success, ensuring that schedules account for employee availability, skill set, and certifications, while reducing effort for branch managers.
Mobile-First Solutions with Native Apps for Android and iOS – Make real-time employee self-service and schedule changes simple and straightforward—improving employee engagement and quickly filling schedule gaps.
