Northwestern Mutual
Northwestern Mutual is one of the largest financial services companies in the U.S., with hundreds of independently-operated branch offices nationwide. Each location welcomes a steady flow of clients, interviewees, and vendors.
Northwestern Mutual uses Greetly to deliver a branded, client-friendly first impression while providing a lightweight, consistent check-in experience across branch offices.
Northwestern Mutual is one of the largest financial services companies in the U.S., with hundreds of independently-operated branch offices nationwide.
The Challenge
Branch offices needed a visitor management system that could:
- Be simple enough for clients and guests of all ages to use.
- Provide a professional first impression aligned with Northwestern Mutual’s trusted brand.
- Be easily replicated across dozens of offices without requiring heavy configuration, badge printers, or complex integrations.
The Solution
Northwestern Mutual deployed Greetly kiosks with a straightforward menu of visitor options, including advisor appointments, interviews, deliveries, and general inquiries. Key features included:
- Custom branding with Northwestern Mutual’s logo and corporate colors.
- Simple workflows that capture only essential details for each visitor type.
- Instant host notifications by email or text, ensuring visitors are met quickly without bottlenecks.
- Lightweight setup, allowing branches to roll out Greetly with minimal technical effort.
The Results
- Visitors can check in within seconds thanks to the streamlined interface.
- Branches present a modern, branded first impression to every client and prospect.
- Staff benefit from real-time arrival notifications without requiring a dedicated receptionist.
- Consistent check-in process across many offices nationwide.