Case Study: AG2R La Mondiale improves retirement appointment efficiency with Agendize

Transforming The Retirement Experience With Online Appointment Booking

AG2R LA MONDIALE, a major French social protection and wealth management group, faced the challenge of modernizing its customer experience and streamlining internal processes for appointments, particularly for retirement planning. Their old scheduling system lacked flexibility and integration, hindering their goal of providing a fluid, personalized, and digital yet human customer journey. To address this, they turned to the Agendize online appointment booking solution.

Agendize provided a highly agile and functionally rich platform that integrated seamlessly with the company's existing tools. The solution automated notifications and centralized appointment management. This implementation resulted in a 17% reduction in no-shows due to automated reminders and a 20% increase in interviews conducted by videoconference. The tool brought significant time savings, greater team autonomy, and a smoother, more efficient customer experience for AG2R LA MONDIALE.

AG2R La Mondiale

Sabine Metayer

Customer Relations Center Manager