In the customer portal, logged-in customers can easily book an appointment with an advisor of their preferred branch. In this use case, we see that for Nate Nosocks the preferred branch is ‘Cambridge’. If Nate wants to book an appointment, the branch location is pre-filled during the scheduling flow.
The benefits of this use case are
- time savingsfor the customer during the scheduling flow
- user friendliness & convenience
- personal connection to the preferred branch
- customer-centric approach
If Nate wants to have a meeting in another branch (given differences in expertise, etc.), he can use the CTA at the top of the webpage.