Do I need a lobby management tool like the Lobby Tracking System™ for my retail branch environment?

FMSI has developed the following questions to help you determine if a lobby management tool, like the Lobby Tracking System™ (LTS), would benefit your financial institution.

1. How long are visitors waiting in your lobby for service – per particular hour and day of the week?
2. Is your lobby sign-in process seamless and confidential for your visitors?
3. Are you able to pull on-demand (real-time) reports to help you determine which of your service representatives are selling the most of a particular product or service, such as selling HELOCs or Auto Loans that may be tied to a marketing promotion?
4. Are you able to compare the different branches in your network by how well they are cross-selling products during a client visit?  See the LTS Cross-Sell Ratio Report
5. How long does it take a particular staff member to open a new account or process a sale for a specific product like a CD?
6. Do you have a tool that guides your service representatives through all your different products/services to help reduce costly errors and improve professionalism? See the LTS Check List Feature

Read this LTS case study and learn how streamlining the sign-in process can lead to improved account holder service.