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Lobby Management Designed Specifically
for Credit Unions
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Concierge is a cost effective solution that helps facilitate getting your member the service they are seeking.
People come to credit unions for many reasons outside of seeing a teller. Virtual queuing through a lobby management system allows them to specify what service they need without having to wait in a physical queue to speak to a teller and be redirected.
It also provides valuable information into how your lobby is used including...
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The number of employees serving members at specific times.
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The speed at which employees effectively serve members.
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The types of services people entering the lobby need.
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What are the peek and low traffic times by hour, day or week.
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Member Kiosk
Concuerge allows the credit union to specify the appearance of the Member Kiosk. Below is a sample of the Kiosk screens.
On entry, the visitor is asked to choose the type of entry.
If they choose "Members" they will then be asked for the last four digits of their phone number. This is done to speed up the sign in process.
If the entry is not found, the member will be asked for their name.
Nest, the member will be aked to select the reason for their visit.
Finally the member will be given directions on how to proceed.
Credit Union Control
Concuerge allows the credit union to control the application. Initially a dashboard is displayed to provide a snapshot of the various elements of the application.
Queues are displayed with the focus of the current date; however, additional dates may be displayed if required.
Greetings and directions are displayed and may be modified. Greetings are organized by branch, so each branch may have a unique set of greetings and directions.
Credit union contacts are established and organized by branch and department. The team member schedule may be updated as well as their photo. In addition each contacts email is established as well as their department email.
Member activity is displayed showing the last date active and branch. Additionally member demographics may also be added with access to the core application.
Geberal credit union information, and system parameters are established and maintained.
Reports and Analytics
Concuerge provides a series of reports that provide valuable information to management.
The Activity report shows overall activity by date range. It can also be refined to select Branch, Reason, and Contact.
Determine Staff assignments by branch. Time slots are established in the credit union settings.
Get a graphic representaion of member traffice by time slot and branch.
How long does it take to process a members request, organized by branch and reason for the members visit.
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