Banking Client Portal

Banking Without the Wait

Virtual queuing, appointment scheduling, and real-time updates. Give customers control of their branch experience from their phone.

Get Started See How It Works
60%
Reduced Wait Time
45%
More Appointments
4.8★
Customer Rating
9:41

Welcome back

Michael

Active Queue Live

A-14

Your ticket number

Now serving

A-10

Est. wait

~12 min

Join Queue
Book Apt
Track
Upcoming Appointment

Mortgage Consultation

Tomorrow at 2:30 PM

Loan Application

Personal Loan #47291 In Review

Step 3 of 5: Document Verification

Main Street Branch

Wait: ~8 min

Home

Queue

Branches

Profile

9:41

Join Queue

Select Branch

Main Street Branch

0.3 miles away

~8 min wait

Select Service

Account Services

Deposits, withdrawals, transfers

Loans & Credit

Applications, inquiries

New Accounts

Open checking, savings

Current Queue Status

4

In Queue

3

Tellers Open

~8

Min Wait

Notify Me

When 2 ahead

Virtual Queue

Join the Queue From Anywhere

Customers check in virtually before arriving. They see real-time wait times and get notified when their teller is ready - no more standing in line.

Virtual Queue

Join the queue before arriving

Wait Estimates

Real-time wait time updates

Ready Alerts

SMS when teller is available

Position Tracking

See your place in line

Wait From Anywhere

Customers who queue virtually are 60% more likely to complete their visit.

9:41

Book Appointment

Service Type

Mortgage Consultation

~60 min appointment

Choose Specialist

RJ

Robert Johnson

4.9 · Sr. Mortgage Advisor
SM

Sarah Mitchell

4.8 · Mortgage Specialist

Select Date

Thu

14

Fri

15

Sat

16

Mon

18

Tue

19

Available Times

9:00 AM 10:00 AM 11:00 AM 1:00 PM 2:30 PM 4:00 PM

Meeting Format

In Person

Video Call

Smart Scheduling

Book Your Banker Online

Customers schedule appointments 24/7, choose their preferred banker, and select the service they need - all before stepping foot in the branch.

Online Booking

24/7 appointment scheduling

Banker Selection

Book with preferred advisor

Service Selection

Choose service type in advance

Easy Reschedule

Change appointments anytime

9:41

Application Status

Personal Loan In Review

$25,000

Application #47291

Application Progress

Application Submitted

Mar 10, 2024 at 2:45 PM

Initial Review Complete

Mar 11, 2024 at 10:30 AM

Document Verification

In progress - Est. 1-2 days

4

Credit Decision

Pending

5

Funds Disbursement

Pending

Documents

ID Verification
Proof of Income
Bank Statements
Reviewing
Questions?
Pre-Visit Prep

Arrive Prepared, Leave Faster

Customers upload documents, pre-fill forms, and complete checklists before their visit. Less paperwork in-branch means faster service for everyone.

Document Upload

Submit documents before visit

Pre-fill Forms

Complete paperwork in advance

Checklist

Know what to bring

Time Saved

Faster in-branch service

Cut Service Time by 40%

Pre-submitted documents and forms dramatically speed up transactions.

9:41

Find a Branch

Main Street Branch

123 Main St · 0.3 mi

Open

8

min wait

4

in queue

3

tellers

Downtown Plaza

456 Center Ave · 0.8 mi

Open

15

min wait

8

in queue

5

tellers

Main St - Busy Times

Today
9AM 12PM 3PM 5PM

Best time to visit: 9-10 AM

Main St Services

💰 Teller 🏠 Mortgage 📈 Investments 💳 Loans 🔐 Safe Deposit
Client Experience

Build Lasting Relationships

Customers save their preferred bankers, track visit history, provide feedback, and easily book future appointments - turning transactions into relationships.

Quick Feedback

Rate your experience

Visit History

Track past appointments

Preferred Banker

Save favorite advisors

Quick Rebook

One-tap future booking

Transform Your Branch Experience

Virtual queues, smart scheduling, and pre-visit preparation. Give customers the modern banking experience they expect.

Get Started See How It Works

Virtual queuing • Online scheduling • Document upload • Real-time updates