Turn Product Questions Into Booked Branch Appointments
A question about opening an account or a loan product often starts on WhatsApp or Instagram now, not at the teller window.
Reflys answers the routine questions and books the branch appointment, without ever touching the member's actual account.
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Where member
inquiries go cold
General product questions, like rates on a savings account or loan types offered, repeat at every branch daily
Booking a branch appointment for something like a new account still means a phone call
Branch hours and location questions take up staff time that could go to actual banking
Lead and appointment data live in the core banking or CRM system, disconnected from wherever prospective members are actually messaging
After-hours account-opening interest goes cold overnight instead of getting a same-day follow-up
Card and loan product comparisons get explained one conversation at a time with no consistent answer
From Product Question to Branch Appointment
Product FAQ Automation
Instant answers on account and loan product basics, no account access involved.
Branch Appointment Booking
Members book a real slot at a specific branch directly in chat.
Lead Capture & Follow-Up
Captures after-hours interest and follows up the next business day automatically.
CRM Integration
Connects to your core banking or CRM system via API or webhook, configured directly into your automations — reads branch availability and writes new leads and bookings back in parallel, scoped to appointment data only.
Reflys never collects card, account, or PIN numbers over chat — the automation is scoped to product FAQs and appointment booking, never account access.
Where Member Conversations Happen
WhatsApp-led for account and appointment logistics; Instagram DM for the product-awareness questions that come off a promotional post.
Answer Questions From Promotional Posts
Instagram DM handles product-awareness questions on rates and loan types that come off a promotional post.
Best for:
- Product questions
- Account-opening leads
Book the Branch Visit in Chat
WhatsApp handles account and appointment logistics, from branch hours to a booked slot and a reminder.
Best for:
- Branch appointments
- Branch FAQs
Branch Appointment Scheduling Software That Turns Questions Into Visits
A question about opening an account now starts in a message or under a social post, not at the teller window. If the only reply is “call the branch,” many people never do. Branch appointment scheduling software answers the product question and books the visit in the same conversation, without touching anyone's account.
How it works
Answer product basics instantly
Banking product FAQ automation covers general questions on savings rates, auto loans and checking account options. It never accesses or discusses an individual account. Members get a consistent answer at every branch and at any hour.
Book a slot at a specific branch
Members choose a branch and a time in chat and receive a confirmation, so new account opening inquiries end in an appointment. The right staff member is told what the visit is for.
Follow up on after-hours interest
Credit union lead capture records after-hours inquiries and follows up automatically the next business day. Interest that would have gone cold overnight gets a reply first thing in the morning.
Connect your core banking system or CRM
By API or webhook, Reflys writes leads and appointments where your team already works, without duplicate member records.
In practice
Imagine someone who sees your post about auto loan rates on a Thursday night and asks whether she can join. She is told the membership eligibility rules, learns what to bring and books Saturday at 10 am at the branch nearest her. A loan officer is expecting her. She opens a checking account as well, because someone had time to ask.
Practical tips
State clearly in the first reply that staff will never ask for account numbers, PINs or passwords in chat. It protects members and builds trust.
List what to bring to each appointment type. New members turned away for a missing ID rarely come back.
Include branch hours and location in every confirmation. Those two questions take more staff time than any product comparison.
Questions? We've got answers.
Everything you need to know about Reflys, automations, integrations, and getting started.
No — Reflys never accesses individual account data. It handles general product questions, branch logistics, and appointment booking, and routes anything account-specific to a banker.
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