Success Story: Logix Federal Credit Union Appointment Scheduling THE PROBLEM WHY ENGAGEWARE? With the intent to increase business volumes and provide a better service experience, Logix first developed an in-house solution for members who wanted to schedule an appointment to open an account, apply for a loan, or meet with an investment advisor at one of its branch locations. Members would complete a form online requesting an appointment for a certain day and time. Then the information was manually handed off to the requested branch for scheduling, and a branch employee would contact the member to confirm the appointment. However, the in-house solution did not provide information to the member on what time staff was available for an appointment and at what location. Logix found they

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