Customer flow management for financial services
Create richer experiences at your physical locations with a single app to manage virtual waitlists, reduce wait times, schedule appointments, send SMS notifications, and more.
Give customers a better financial services experience – without the wait
Get rid of physical lines and crowded waiting areas
Let customers join a virtual waitlist with accurate, AI-powered wait times – and then wait from anywhere. They’ll get regular updates and Waitwhile will notify them when it’s their turn.
Learn moreMake it easy to schedule and manage appointments
Customers can book appointments for any service from any device. Waitwhile automatically updates your calendar, messages customers, and keeps you up-to-date.
Give customers the flexibility to schedule an appointment in advance or join a waitlist in real-time. Waitwhile will merge walk-ins and appointments into one queue, making the wait fair for everyone.
Make financial services personal
Let every customer feel like a VIP with customizable 2-way messaging, personalized check-in experiences, and more. Waitwhile stores customer data so you never forget a detail or preference.
Learn moreGet operational analytics for every location
Craft the perfect customer flow with easy-to-understand performance data. With Waitwhile, get the big picture or zoom in to see when you're busiest, learn which services are in-demand, get employee productivity metrics, and more. Spot key trends across any number of locations or customers.
Learn moreWaitwhile works great with the tools you love
Connect your customer flow with your CRM, ticket manager, Slack channel, website, app – you name it.
See integrations & API“Waitwhile has been invaluable for helping us manage lines during peak season and year round.”
Charles Johnson
Product Manager, Louis Vuitton
Read case studyBest in Class
Waitwhile continues to be a customer and editor favorite, scoring top marks from the likes of Capterra, G2, and more.
Capterra
GetApp
G2
Trustpilot
FinancesOnline
Still not convinced?
- Intelligent wait time estimation
- Check-in Kiosk
- Multi-location support
- Toggle between waiting & serving
- Appointment scheduling
- Merge bookings with walk-ins
- Analytics dashboard
- Resource management
- Instant synchronization
- CRM & Customer insights
- Export/import guest data
- Real-time service reports
- TV monitor support
- Message personalization
- 2-way messaging
- Global SMS coverage
- Saved / canned responses
- Survey / feedback
- Single-sign on (SSO/SAML)
- Zapier support
- Integration with CRMs
- GDPR and HIPAA compliant
- Encrypted guest data
- White-label design