Transform Branch Productivity and Efficiency with Solutions for Real-Time Activity Management, Communications, and Operational Inspection
Empower Employee Productivity
White Paper – Achieve Branch Goals with Workforce Management
Unleash the Power of Your Branch Colleagues
Branch colleagues are the frontlines of any retail bank. They are the face of the brand for customers, providing customer service, delivering financial advice, and building relationships.
The Reflexis ONE for Banking platform’s suite of branch productivity solutions simplifies work for staff and inspection for management, keeping the focus on delivering for customers. With a single prioritized view of daily activities, open and closed compliance checklists, and non-customer facing activities, branch staff are empowered to work more efficiently and effectively.
Streamline Corporate-Branch Communication and Planning
At many large banks, non-customer activities can take up over one fifth (20 percent-plus) of branch colleagues’ time. Without a system to manage this time, you risk inefficient operations, overloading staff and preventing them from engaging customers.
A single platform for real-time activity management and branch communications enables you to consolidate and coordinate all branch work. You can eliminate departmental silos at the corporate level when planning branch communications and workloads. This will enable you to clearly prioritize, communicate, and distribute all work, from routine tasks to new initiatives. Corporate, field, and branch managers also can track compliance and completion rates on branch activities in real-time.
Simplify Work for Branch Staff
The Reflexis MyWork user interface gives branch colleagues easy access to corporate-generated, system-generated, and device-generated activities from their desktop or mobile device, including:
• Opening and closing checklists with knowledge management
• Branch maintenance or facilities requests (with automated workflows)
• Training resources
• Branch inspections and compliance checklists
• Role-based messaging and peer-to-peer communications
• Employee scheduling for managers
• Time and attendance management
• Integrations with customer-facing tools (like appointment scheduling and CRM apps)
Work and communications for managers and colleagues are planned, prioritized, communicated and supported with best-practice insights included.
Drive Branch Excellence
With the Reflexis ONE for banking platform and unified solutions for real-time activity management, branch inspection (BranchWalk), and communications, you can ensure a consistently outstanding branch experience.
Branch colleagues are scheduled to complete non-customer activities more efficiently. So, when the branch is less busy, they are available to assist and advise customers, eliminating long queues or lobby wait times. Additionally, centralizing and improving visibility into branch compliance ensures that brand, security and operational standards are being met consistently across every branch in the network.
Your Brand Experience Guaranteed
Your branches are the face of your brand for many customers and their main point of contact. As a result, it’s key to ensure that their experience in the branch is exemplary. This means ensuring not just that you have knowledgeable, engaged staff available in place to help customers, but also that the branch is clean, organized, and welcoming.
With branch managers and staff turnover rates, it’s harder and harder to ensure your brand experience is consistent. With Reflexis Real-Time Activity Manager and BranchWalk solutions, you can streamline the processes for delivering a great customer experience. Real-time activity management allows you to schedule, automate, and track routine activities, so branch staff always have a clear understanding of what they need to do to deliver a consistent branch experience. And mobile-first branch inspection tools make it easy to ensure that brand standards are being met and that any opportunities for improvement are identified and implemented efficiently.