Finance

Queueing Software for Asset Management Service Firms

Learn how our queueing software optimises client journeys for asset management firms

Queueing Software for Asset Management Service Firm

Transforming Client Journeys in Asset Management Firms

Providing cutting-edge solutions to revolutionise client interactions and elevate the financial experience.

Transforming Client Journeys in Asset Management Service Firm

Pre-Visit Stage

Clients book appointments for services such as consultations using the QueueBee Appointment Booking System and QueueBee Client Portal, securing a slot for a specific date and time.

Arrival at the Premises

Upon arrival, clients check in at the reception and receive a queue ticket number, trackable via QueueBee's Queue System Software, as they await their consultation with financial advisors.

Waiting Stage

Clients can track their consultation turn and estimated wait time via QueueBee’s Digital Signage or by scanning the QR code on their queue ticket.

During Service

Our integrated solutions, including CRM, QueueBee Counter Display (QB-CD Series), QueueBee Client Feedback Terminal (QB-CFT Series), and QueueBee’s Virtual Call Terminal, ensure smooth and professional financial service delivery.

Transfer (Optional)

Clients can be redirected to another counter or department using the same queue ticket.

Post-Visit Stage

Client feedback is gathered post-consultation via the QueueBee Client Feedback System, providing insights to enhance client experiences and operational performance.

Bespoke Financial Services Solutions

Client Portal for Financial Services

Personalise client interactions with our tailored Client Portal for financial institutions, enabling:
  • Seamless appointment scheduling and virtual queue ticket options.
  • Real-time queue status updates and details on the latest financial products.
  • Efficient client feedback collection for service enhancement.
  • Integration with CRM systems for personalised service based on client profiles.
  • Virtual call options for tailored client interactions.

Advanced Appointment Scheduling

Boost client satisfaction with our advanced Appointment Scheduling system, enabling financial institutions to:
  • Book appointments for various financial services at preferred branches.
  • Efficiently manage schedules to minimise physical waiting times.
  • Provide flexible appointment options to meet diverse banking needs.

Dynamic Display Management

Engage clients with our Dynamic Display Management solutions, enabling financial institutions to:
  • Display real-time queue information and relevant content on digital screens.
  • Manage multiple displays centrally for improved efficiency.
  • Customise displays to align with brand identity and showcase banking services.
  • Update and schedule content remotely to maintain brand consistency.
  • Use targeted ads and RSS feeds to promote financial products effectively.
Financial Services Solutions

Comprehensive Queue Management System (QMS)

Enhance service delivery with our robust Queue Management solutions, enabling financial institutions to:
  • Efficiently manage physical and virtual queues for seamless service flow.
  • Reduce client wait times to boost satisfaction.
  • Prioritise services for specific client groups, such as VIPs or elderly clients.

Multi-Channel Client Feedback

Drive client-focused growth with our Multi-Channel Client Feedback solutions, enabling financial institutions to:
  • Gather insights via multiple channels, including client portals, websites, and QR codes.
  • Use metrics like NPS, CSAT, and CES to measure client satisfaction and service quality.
  • Understand client needs to improve service delivery.
  • Respond quickly to feedback to maintain high satisfaction levels.

Efficient Support Management

Deliver outstanding client service with our Efficient Support Management tools, enabling financial institutions to:
  • Manage client support across multiple channels for greater accessibility.
  • Receive automated alerts for swift follow-up with dissatisfied clients.
  • Escalate issues promptly for quick resolution and improved client experience.
  • Uphold high service standards to foster client loyalty.

Efficient Software Solutions

Centralised Dashboard and Accessibility

QB10
Our efficient software offers a centralised dashboard accessible from any device, anywhere, at any time. It provides real-time data consolidation, detailed analytics, event notifications, and alerts for effective management in financial institutions.
Centralised Dashboard and Accessibility

Insightful Reports

QB10
Optimise performance with advanced reporting and analytics, providing comprehensive insights for informed decision-making.
Insightful Reports

Flexible System Configuration & Integration

QB10
QueueBee provides customisable settings and seamless integration, ideal for financial institutions with diverse requirements.
Flexible System Configuration & Integration

Service Desk Terminal

QB-VCT
Our intuitive, web-based service desk terminal streamlines queue management within financial facilities.
Service Desk Terminal

Queue Management System (QMS) Benefits for Banks

Financial Benefits

Improved Client Experience

QueueBee solutions offer features like appointment scheduling and real-time queue updates, ensuring a seamless and convenient client experience.
Integration with KYC and CRM systems ensures personalised interactions, further boosting client satisfaction.

Operational Efficiency

Streamline operations with centralised queue, appointment, and feedback management, enhancing efficiency and security through admin control rights.

Data-Driven Decisions

Leverage advanced reporting for strategic insights into service efficiency, client satisfaction, and operational performance.
Real-time data, detailed analytics, and customisable reports provide clarity on peak hours, turnaround times, and more.

Enhanced Agent Productivity

The Service Desk Terminal enables agents to manage tasks efficiently from a single interface, supported by real-time monitoring and alerts.

Brand Consistency

Maintain a cohesive brand identity across branches by tailoring digital displays to reflect your bank’s services and values.

Client Loyalty

Consistently high service standards, quick issue resolution, and proactive follow-ups foster strong client loyalty.

Scalability and Customisation

Our versatile and scalable solutions cater to banks of all sizes, with customisable settings to meet specific requirements.

Integration and Compatibility

Seamlessly integrate with existing CRM systems to streamline data management and operational processes.

Our Clients

Finance Clients

Lead in Client Service Excellence

Ready to transform your business with our advanced queue management system and seamless client journey solutions? Contact us or visit a nearby office to explore our queueing software tailored for your business.

Clinic | Hospital Queue System Decrease wait times

Reduce wait times by up to

70%
Clinic | Hospital Queue System Reduce no-shows

Decrease no-shows by up to

85%
Clinic | Hospital Queue System Increase CSAT

Boost CSAT by up to

95%

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Frequently Asked Questions

The queueing software is designed to optimize service delivery and customer flow, transforming the way services are delivered. Its main goal is to reduce waiting times, enhance service efficiency, and ensure that every customer is attended to promptly and systematically. Additionally, the system offers valuable insights into operations, leading to more productive workflows and an improved service experience.

Implementing a queueing software brings several advantages to businesses:

  • Enhanced Satisfaction
    Shortens wait periods and ensures transparent service updates, boosting satisfaction levels.
  • Data Insights
    Captures essential analytics on visitor traffic and behavior, supporting strategic resource management and decision-making.
  • Enhanced Efficiency
    Streamlines the service process, allowing staff to manage customer interactions more effectively.
  • Adaptable Solutions
    Flexibly fits a variety of operational needs, proving invaluable across different service settings.
  • Reduced Overcrowding
    Prevents overcrowding, ensuring a more comfortable environment.

A Virtual Queue Management System stands at the forefront of contemporary queue solutions, allowing customer to enter queues remotely. This flexibility comes through various channels: a web portal, a dedicated mobile application, or a QR code linked to a physical ticket. Aimed at phasing out conventional waiting lines, this system empowers individuals with live updates and notifications about their queue status directly on their mobile devices, streamlining the flow management process. It's particularly beneficial for enhancing convenience by notably shortening wait times at physical venues. Additionally, virtual queuing plays a crucial role in supporting social distancing efforts, reducing the necessity for in-person congregations and thus boosting both safety and satisfaction.

Yes, QueueBee's queueing software is capable of integrating with a wide range of business systems, offering a cohesive and efficient approach to customer service management. It is compatible with CRM platforms, Hospital Information Systems (HIS), appointment scheduling tools, as well as popular communication methods like WhatsApp and SMS. For integration that matches your specific business needs, we recommend a discussion with a our company Project Manager or Solution Architect.

A queueing software effectively organises and streamlines customer flow in service areas, blending both physical and virtual queuing methods. It's a comprehensive process involving:

  • Arrival
    Customers join queues by taking physical tickets, registering at kiosks, or opting for virtual queuing via digital platforms like mobile apps or websites.
  • Service Management
    Staff members manage the queues using tools like the Virtual Call Terminal (Service Agent Portal), ensuring efficient customer service based on queue order or specific requirements. This streamlined approach applies to both physical and virtual queues.
  • Queue Display and Notification
    The system presents live queue information on digital screens and notifies visitor of their queue status. For virtual queue visitors, notifications are sent through channels like digital signage, SMS, WhatsApp, and mobile notifications, enabling remote waiting without the need for physical queuing.
  • Feedback and Analytics
    Post-service, customers are encouraged to share their experiences at service counters or through the customer portal. This valuable feedback, coupled with in-depth analytics, assists businesses in comprehensively understanding and continous improvement.

Ready To Elevate Your Service Delivery?

Don’t let outdated processes hinder your firm’s potential. Invest in our advanced Queue Management System (QMS) to redefine advisory service excellence. Transform client journeys into seamless, efficient experiences while leveraging data-driven insights for growth.

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