Case Study: Logix Federal Credit Union achieves 5,600+ monthly appointments and streamlined scheduling with Engageware's Banking By Appointment

Engageware enabled Logix to better meet the needs of their growing member base, provide a higher level of service, and produce more new accounts and loans

Logix Federal Credit Union, a 150,000‑member institution with 15 branches in the northern Los Angeles market, needed to improve its appointment process. Its in‑house form required manual handoffs to branches, often delayed confirmations by 24 hours, and didn’t show staff availability — resulting in missed or rescheduled appointments and lost business opportunities.

Logix deployed Engageware’s Banking By Appointment, which integrates in real time with Microsoft Outlook, displays available times by branch, and sends instant email confirmations and reminders. The automated system now supports 5,600+ appointments per month, streamlines scheduling, lowers appointment costs, improves staff planning, and has helped drive more new accounts and loans.

Logix Federal Credit Union

Michael Twomey

Senior Vice President Sales & Retail Banking