Case Study: US Bank streamlines scheduling and boosts meetings with Revenue Grid

How a multi-billion dollar US bank enhanced customer relationships with streamlined online scheduling

US Bank, a multi-billion dollar financial institution serving high net-worth individuals and businesses, needed a better way to manage online scheduling across multiple business units. Its existing Salesforce Lightning Scheduler setup created double-booked appointments because it did not check real-time availability in both Salesforce and Outlook, while the bank also needed a secure way to unify calendars across customized Salesforce instances.

Revenue Grid implemented Lightning Scheduler Adapter to resolve calendar conflicts, unify scheduling in a single Salesforce environment, and meet the bank’s strict security and privacy requirements, including on-premises deployment and confidential data controls. As a result, US Bank saved an average of 15 hours per banker per week, increased new meetings by 50%, and achieved 10x growth in auto-captured calendar events in Salesforce each quarter.