Creating Profitable Engagements For Financial Institutions

BookingBug brings a range of retail banking engagement solutions to help personalize relationships and bolster customer experience. Whether it’s a first time home buyer appointment or a customer planning their retirement, global leaders in banking see the value in offering scheduling experiences that create profitable customer engagements.

The State of Retail Banking

BookingBug's CEO, Glenn Shoosmith, offers a candid take on the current state of retail banking, as well as how today's banks and financial services institutions should be adapting to meet the needs of their customers. 

Glenn also mentions a core concept uncovered in our Modern Banking Research, that we refer to as The Democratization of Banking. The concept refers to the increase in customer expectations of banks when the barrier of switching to a new provider is lowered. 

Modern Banking Research 2018 

The second edition of our Modern Retail Banking Report surveys 2,000 financial consumers in the US and the UK to gain a deep understanding of their behaviors and opinions on banking. 

In this research, we uncover actionable insights like:

  • 48% of respondents are interested in setting up online appointments in branches before they visit.
  • In the US, 52% of customers are researching services online, but make their purchases in branch.
  • Under 15% of respondents had ever been invited to a bank’s event, yet over half said they’d attend.


One platform for a range of time-driven customer and personnel needs


BookingBug’s appointment scheduling is proven to create superior customer experiences, while maximizing staff and resource utilization. It’s trusted by leading global banks to manage their most important customer engagement journeys across thousands of branches.


Our scalable events solution allows for complete flexibility to provide engaging events that reflect your business, increase foot traffic and customer spending, and bring in new business. Events seamlessly integrate with existing systems, combining ease of use with powerful tools to make the most out of your in-branch events.


BookingBug’s dynamic queue management is a scalable customer management solution for multi-location organizations. It intelligently leverages configured, historic and real-time data to calculate queue times and manage customers–meaning customers receive accurate and personalized wait time information.

Robust integrations

Our Integration Gateway supports 30+ powerful integrations across a number of application categories from CRM to Calendar to Payments, delivering real-time integration with your current and future applications of choice. Our out of the box capabilities result in a simplistic implementation and our expertise ensure this will continue throughout your customer lifetime.

“We are more agile now, and able to make decisions based on intelligence that we simply didn’t have before. We can monitor and have great insight on areas like capacity, time management, return on investment.”

- Jessica Lugo

VP Retail Strategy Officer, Oriental Bank