Staff planning software / program for banks and insurance companies — automatic shift schedules

More About Staff Planning for Banks & Insurance Companies

  • Banks and insurance companies are the central pillars of the financial system and financial infrastructure. That means it’s essential to have enough competent employees available to provide various services and do justice to the customers. Good customer service at banks and insurance companies is extremely important, meaning HR processes are of high priority. At the same time, economic aspects play a central role for every company in the financial sector.

    When it comes to staff planning or other human resource processes for finance, the right balance needs to be found. Not only is impeccable customer service is a must, but staffing also needs to be economical. Professional staff planning software can provide valuable support here. An appropriate system like plano WFM meets industry-specific requirements and ensures optimal workforce management for banks and insurance companies.

  • When people speak of the current skilled worker shortages, the healthcare sector is often the first to come to mind. That’s because everyone is talking about the nursing shortage. However, the shortage of skilled workers is affecting almost all industries and is placing a considerable burden on the financial sector, among others. In fact, banks and insurance companies experience staff shortages in particular because their businesses thrive on having the perfect customer service, which in turn is very staff-intensive.

    The labor market is changing and forcing employers to adapt to the new situation. There is often a lack of young talent, while, at the same time, long-serving employees are retiring. In the coming years, the financial sector is expected to lose a large number of employees, which will increasingly exacerbate the shortage of skilled workers. Banks and insurance companies that don’t want to restrict operations or fear for their survival need to act today.

    In the fight against the skilled worker shortage, employee attractiveness plays a decisive role in the financial world. Banks and insurance companies that present themselves as attractive employers can recruit new personnel and strengthen the loyalty of their workforce. With the right measures, you can effectively counteract the shortage of skilled workers in your company. Modern software with integrated AI technology can significantly contribute to this goal. For example, modern employee apps like our myplano ensure employees can be directly involved in shift scheduling. At the touch of a button, working hour preferences and vacation requests can be taken care of conveniently on your smartphone. This ultimately ensures fair shift schedules that are suitable for your employees’ lives and meet company requirements.

  • Although artificial intelligence (AI) can’t conjure up employees, it can help create attractive working conditions. This starts with transparent shift scheduling and incorporates a certain flexibility when it comes to vacation and shift swapping. The changed job market landscape means that skilled workers have the opportunity to choose from various positions and employees choose to change employers quicker than they used to. Banks and insurance companies can use this to their advantage by relying on automatic shift scheduling with maximum transparency. Not only does this impress new staff, but it is also perceived positively by existing employees.

    Insurance companies and banks that want to prevent skilled workers from leaving need to offer their employees adequate working conditions. It’s not just about money. It’s about respect, recognition and the right to be heard. Fair and AI-supported shift scheduling is a solid foundation and promotes employee satisfaction. Especially when it comes to banks and insurance companies, it can help them put the consequences of staff shortages behind them and remain competitive.

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Staff Planning for ­Banks & Insurance Companies

Optimize employee scheduling for your service center. For first-class customer service.

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Improve Customer Service With Fair Shift Scheduling

For banks and insurance companies, it’s all about perfect customer service. Ensure your employees are assigned optimally with fair shift scheduling.

With plano, you can schedule your employees’ working hours in a fair and effective way, making sure the workload is distributed equally among the entire staff and that no employees are favored or disadvantaged. Take employee preferences (e.g., shift preferences, vacation requests) into account automatically when scheduling shifts, and ensure equal opportunity and fairness when distributing shifts.

React to Last-Minute Changes Flexibly

you have a sudden increase in call volume at your insurance call center? With plano, you can stay flexible and react in real time to unplanned circumstances. Make last-minute changes and compensate for fluctuations in staff requirements quickly and easily. This allows you to respond to customer needs at any time, improve customer satisfaction, and avoid costly overtime and idle time.

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Fair Shift Scheduling for Satisfied Employees

Whether at the counter, on the phone, or virtually: With plano WFM, you can schedule your employees’ working hours so that you have the right personnel at the right place at all times. Employee preferences and requests are fairly incorporated into shift scheduling and matched with skills and availabilities as well as operational and legal requirements. With AI support, your employees will be assigned to suitable shifts and areas within customer service, and fair and efficient schedules will be created—it’s transparent, flexible, and secure.

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AI-supported

We make your life easier: You provide the company requirements, our AI-supported software does the rest.

Limitless

We are and will remain at your side, even after implementation.

Tailor-made

Complex? Yes, please! Our flexible standard software can be customized down to the last detail and tailored to your specific requirements, regardless of employee numbers, industry, or complexity.

plano for Banks & Insurance Companies:
Your Benefits

The plano Workforce Management System is especially suited for the special requirements of banks and insurance companies. Take advantage of the most important benefits:

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Our Success in Numbers

What Our Customers Say

1,000,000 users in 33 countries — How we successfully implement workforce management for our customers

  • Reinhard Rehm-Rink, nutzt Plano für DRK-Kreisverband Kassel-Wolfhagen e.V.

    “With plano WFM, our employees can now plan their schedules flexibly and according to their own personal circumstances. It’s great!”

  • Referenzbild Flughaven - hier ist plano Aviation im Einsatz

    “The entire plano package is consistent and I highly recommend it. The service, customer focus, and product are fantastic!”

  • Referenzbild mit Frau welcher für den Ensatz der plano Dienstplanung bei AVE steht

    “Before the plano modules were implemented, staffing was planned in one day for one day, but now, scheduling is done for the entire week in just one day.”

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