Webster Bank provides private banking, lending programs, and other financial services to their clients from retirement planning to long-term care planning. Client requests and inquiries were managed by phone and email. These methods of communication created a constant phone and email tag loop that could extend the time it took for advisors to meet with and service customers. The bank considered other scheduling tools, but having a Salesforce®-native application was a critical factor. Customer security and banking compliance were top concerns. Webster decided to reach out to SUMO Scheduler. SUMO delivered on both features required and wishlist items without any additional customization required. CHALLENGE SOLUTION SUMO gave Webster customers the ability to self-schedule. Through white-l

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