Banking Routing

Right Teller. Right Advisor. Every Customer.

Intelligent routing that matches customers to optimal tellers, balances advisor workloads, and guides customers seamlessly.

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Smart
Teller Routing
Matched
Advisors
+25%
Efficiency
Smart Routing
Active
Suggested Route
Business Deposit • Spanish
Window 3 Commercial
Maria S. • Bilingual • Est: 5 min
Window Status
Window 1
Busy
Window 2
2 min
Window 3
Ready
6
Windows
2
Available
12
Waiting
Smart Routing
Teller Assignment Ticket #47
Customer Needs Business Account
Large Deposit Spanish Commercial
Best Matches
3
Maria Santos
Bilingual • Commercial
96%
match
5
John Williams
Commercial certified
78%
match
1
Sarah Chen
General transactions
52%
match
Priority Business Member
Teller Routing

Smart Teller Assignment

Automatically route customers to the right teller based on transaction type, language preference, and window capabilities. Minimize wait times.

Teller Assignment

Route customers to optimal teller windows automatically

Transaction Matching

Match transaction type to teller capabilities

Language Routing

Direct to tellers who speak customer language

Wait Optimization

Balance window utilization for faster service

Right Window Every Time

Smart routing ensures customers reach tellers equipped to handle their specific needs.

Advisor Balance Today
Workloads Balanced
All advisors within target appointments
RL
Rachel Lee
Sr. Advisor • Mortgages
5 appts
$2.1M
DM
David Martinez
Advisor • Investments
4 appts
$850K
KJ
Kevin Johnson
Advisor • Personal Banking
2 appts
$180K • Next up
Premium Client Routing
Active

Premium members skip queue to available advisor

Advisor Match

Balanced Advisor Matching

Route customers to financial advisors based on expertise, appointment status, and client priority. Premium clients get expedited routing.

Advisor Matching

Route to advisors by expertise and availability

Appointment Routing

Direct scheduled customers to their advisor

Priority Routing

Fast-track premium and private banking clients

Load Balancing

Distribute walk-ins fairly across advisors

Customer View Sent to Phone
Please proceed to
Window 3
Commercial Teller
Branch Map
Entrance
3
1
2
1
Enter through main doors
2
Walk past the waiting area
3
Window 3 is on the right
Maria will assist you
Hablo español también!
Wayfinding

Guide Customers Seamlessly

Send window assignments to phones, display routing on digital signage, and provide clear branch navigation. No confused customers.

Digital Wayfinding

Send window numbers to customer phones

Queue Display

Show routing on digital signage

Branch Navigation

Guide customers in large branch layouts

SMS Notifications

Alert customers when their window is ready

No Confused Customers

Clear routing and digital displays eliminate wandering customers in busy branches.

Routing Analytics
3.2m
Avg Wait Time
-18% vs last month
94%
Routing Accuracy
+4% vs last month
Window Utilization
Window 3
88%
Window 1
82%
Window 5
65%
Teller Efficiency
4.8m
Maria S.
5.1m
John W.
6.3m
Sarah C.
Insight

Peak hours (11am-1pm) have 40% higher wait times. Consider adding a floating teller during lunch.

Analytics

Learn What Works

Analyze routing efficiency, track teller performance, and identify service bottlenecks. Data-driven optimization for better customer flow.

Routing Efficiency

Track customer flow and wait times

Teller Performance

Measure transaction times by window

Flow Analysis

Identify bottlenecks in customer routing

Optimization Tips

AI suggestions for staffing and routing

Ready to Route Smarter?

Join banks and credit unions using NOWAITN for intelligent teller routing and advisor matching.

Get Started See How It Works

Teller matching • Advisor balance • Customer wayfinding • Analytics