Bank Branch Possibilities

Pains

1. Outgoing calls from Customer: The customer does not know whom to reach in a branch of the bank. The only mode is to go through the IVR, after which the customer is transferred across multiple desks.
2. Incoming calls for Customers:
   • Customer receives calls without security and verification
   • Customer receives calls without knowing the context
   • Scheduling of calls is not available, making preparation difficult
3. Bank Staff & Partner Pains:
   • Staff might reach the wrong person (errors/failures)
   • Fatigue due to unscheduled calls
   • Lack of proper introduction leads to customer intrusion

Workflows

Bank Manager

1. Generates link for bank account / customer
2. Customer receives link via email or other channels
3. Provides profile listing of relevant staff/departments
4. Manages shifts: Can update mobile numbers assigned to links dynamically

When Customer Calls the Bank

1. Customer views profiles provided by the manager
2. Profiles are dynamically adjusted based on shifts and departments
3. Customer receives unique links for different problems
4. Customer clicks the link assigned for a specific issue
5. No need to save mobile numbers of bank staff

Customer Receives Calls

1. Each department provides a unique link
2. Customer accepts links based on relevance
3. Requests from sales, operations, credit, etc. are routed via links
4. Each link includes clear context and purpose

Customer Controls

1. Customer can schedule calls for each request
2. Customer can customize names based on activity
3. Customer can group multiple links into one schedule

Extensions

• Dashboard view for all scheduled calls (no need for multiple tools)
• Centralized management of all interactions
• Customers can create their own events and links
• Supports personalized workflows for unique customer needs