Stories

Enhancing Customer Experience Through Digital Tools and Personalized Service

SAM:  Skip the lines and make banking easier with BDO’s online branch appointment system and Service Assist Machines! Complete your transactions in just a few clicks!

Recently, I needed to visit a BDO branch to handle some important banking tasks. Like many people, I’m not a fan of waiting in line, especially when life feels busy.  I had heard about the new technologies BDO introduced to enhance the client experience, so I was eager to give them a try.

Online Branch Appointment

I decided to use BDO’s online branch appointment system. With just a few taps on my mobile phone, I scheduled an appointment at my preferred branch. I could choose the exact time and the transaction I needed, which was a huge time-saver.

On the day of my appointment, I timed my errands and arrived at the branch right on schedule. There was no need to deal with the usual long waits. After checking in on my phone, I was called up for my transaction within minutes. It was one of the smoothest bank visits I’ve had in a long time.

SAM
Use BDO’s Online Appointment System for a hassle-free banking.

How to Book Your Transaction Online

Save time by using BDO’s online appointment system for hassle-free banking. Here’s how to schedule your branch visit:

  1. Go to the SAM Dashboard on your mobile device or laptop.
  2. Select your desired transaction – Deposit, Withdraw Cash, Pay Bills, Encash Check, or Other Bank Services.
  3. Fill in the required information.
  4. After confirming the details, you’ll receive a QR Code.
  5. Scan the QR Code on the Queue Management System (QMS) at the branch.
  6. Wait for your number to be called and proceed to the teller to complete your transaction.

Service Assist Machine (SAM)

BDO also introduced the Service Assist Machine (SAM), a kiosk inside the branch that allows you to input your transaction details, removing the need to fill out forms manually.

I tried SAM, and it was easy to use. After entering my transaction details, I received a number. I waited for it to appear on the screen and then proceeded to the teller to complete my transaction.

How to Use the Service Assist Machine (SAM)

You can skip the bank forms and speed up your transaction using SAM. Here’s what to do:

  1. Go to the SAM kiosk inside the branch.
  2. Input your transaction details.
  3. Get your transaction number generated by SAM.
  4. Wait for your number to be called, and proceed to the teller to complete your transaction.

Balancing Digitization with a Personal Touch

While BDO has embraced digital innovations, they haven’t lost the personal touch. The staff remained friendly and helpful, assisting customers who weren’t as comfortable using the digital tools. It struck a perfect balance—technology for those who prefer efficiency, and personal service for those who need it.

This experience showed me how much technology can enhance something as simple as a bank visit. I didn’t feel rushed or stressed, and I had control over my time. It’s great to see how banking can be modern and efficient while still providing that same personal touch when it matters.

For more information on BDO’s products, services, and digitalization efforts, visit the bank’s website.

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Photos in this article were taken from the BDO website.

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