Creating a mobile app for a credit union with dual user interfaces posed the unique challenge of seamlessly catering to the credit union team members and their clients. Striking the right balance between a user-friendly client experience and providing comprehensive tools for the team members requires careful design and functionality considerations. Incorporating a lobby check-in function adds a layer of complexity, involving integrating tablet technology and a lobby TV monitor to streamline the customer service process.

The challenge lies in developing an app that not only meets the specific needs of each user type but also aligns with the credit union’s mission of delivering excellent service while embracing modern technology.

The overarching goal is to enhance the overall interaction between users and their credit union, making visits more efficient and fostering seamless communication between clients and team members.

“First In Line” is a mobile app designed to revolutionize the banking experience by offering convenient scheduling and order-ahead services. This app enables users to schedule appointments for various banking services such as loan consultations, new account openings, or account-related inquiries, ensuring they can avoid long wait times upon arrival. Additionally, the app allows customers to order essential banking items such as cashier’s checks, temporary checks, and replacement debit cards, which will be ready for them when they arrive.

Additionally, the app provides real-time updates on wait times at financial centers, allowing users to plan their visits accordingly. With “First In Line,” customers can save valuable time, reduce stress, and focus on what matters most, enjoying a seamless and efficient banking experience.