SYSTEM AND METHOD FOR EFFICIENT ALLOCATION OF RESOURCES IN A FINANCIAL SERVICES BRANCH

摘要

A system for efficient allocation of resources in a financial services branch includes a branch computer system and a remote solutions server which are in communication with a core banking server. The branch computer system includes various computer, network devices and equipment for branch operations. A plurality of customer devices, such as smartphones and tablet computers, can be connected to a remote solutions server. Each such device can be pre-configured with a remote banking application (“app”) allowing a respective customer to use the device to communicate with the remote solutions server to perform the remote banking. The remote solutions server facilitates remote banking wherein transactions can be completed using in-branch banking equipment. Additionally, the banking customer may schedule time with banking personnel using this application, wherein the meeting can take place at the same branch where the transaction will be completed.

主权项

1. A method for efficient allocation of resources in a financial services branch, comprising:
(a) remotely requesting use of a specified financial services resource within the branch; (b) storing a request for the financial services resource; (c) providing, at the branch, a token to authorize the use of the financial services resource; and (d) receiving access, at the branch, to the financial services resource, when the use of the financial services resource is authorized using the token.