Dave Bullock

What if every in-branch interaction was matched with the best person to handle it—before the customer even walked through the door? This session explores how banks and credit unions can use appointment and traffic data to align staff skills with customer intent across retail, lending, and wealth. By shifting from gut-based scheduling to data-informed workforce management, leaders can reduce wait times, improve staff engagement, and turn more visits into revenue-driving conversations. Join Dave Bullock from Coconut Software to better understand how to:

• Capture and use visit-intent data from appointments and walk-ins to inform staffing models.
• Design branch schedules and roles that reflect real service demand, not just historical headcount.
• Measure the impact of better skill-to-intent matching on CX, EX, and revenue outcomes.