WATERLOO, Iowa – Veridian CU has deployed Financial Management Solutions, Inc.’s Lobby Tracking System to improve its member branch experience and overall service levels.
The system helps credit unions support their retail branch environment through a real-time electronic queue management solution, including more than 20 productivity and sales reports.
With Lobby Tracking, company said the $1.8 billion credit union is able to assign members who are waiting in the lobby to specific Member Specialist, depending on what product/service they are there to talk about. For example, if a member needs to open an IRA, Veridian utilizes Lobby Tracking to distribute the request to the right person who has the right skill set to effectively handle this need.
