In the investment banking world, where precision and professionalism are non-negotiable, even the smallest operational inefficiencies can create ripples. For Carnegie Bank, a leading investment bank in Denmark, a cumbersome meeting and resource booking process was a barrier to delivering the seamless, high-quality experience their clients expect. This case study explores how implementing Sign In App's meetings and appointments capability transformed their booking process, reduced manual workload, and elevated the professionalism of their client meetings, ensuring every detail was flawlessly managed from start to finish.
Carnegie Bank has its offices in Christianshavn, in the center of Copenhagen, in beautiful, historical and exceptionally well maintained buildings.
But a lack of overview over meeting facilities and a complicated process when it came to meeting planning took away from the otherwise magnificent office experience.
And that’s what led Carnegie Bank to Sign In App.
Their motivation to find a solution to their meeting-related challenges was further strengthened after an unsuccessful attempt at implementing a similar product.
Unlocking booking efficiencies
To avoid another failed systems purchase for Carnegie Bank, Sign In App’s meetings and appointments capability was installed for a trial period during which they could get a hands-on feel for the solution. And luckily their initial impression of the system held up.
After implementing Sign In App, all users have a full overview of all resources and all resources can be booked in one place — no need to plan and execute in different systems.
Employees can book meeting resources themselves, directly through their Microsoft Outlook calendars, instead of having to send emails back and forth.
This has removed a heavy workload from the reception, which used to be the point from where meetings and resources were booked.
When a meeting room is booked, Sign In App’s meetings and appointments capability automatically notifies the kitchen of the desired catering.
Additionally, the reception can print an overview of all rooms and planned meetings, while the accounts department can do the same when they need to send invoices to individual departments for the catering of their meetings.
All of this ensures that meetings with clients exude professionalism and quality. Christina, an expert user of Sign In App’s meeting management tool at the bank, ensures this happens:
”We use the solution to obtain an overview of all our meeting rooms, to plan the many daily meetings, to reserve meeting rooms with the desired technical equipment, to arrange the placing of tables and chairs and to organize catering, whether it be just tea, coffee and water or a lunch arrangement.”
