Protect client relations
and make the most of your advisors' time
with the efficiency of online financial services appointment scheduling
TimeTrade financial services appointment scheduling software helps organizations like Charles Schwab schedule interactions with their customers, including appointments for face-to-face meetings and telephone meetings. By adopting a centralized Web-based appointment scheduling system, organizations can take appointments through their call center, as well as invite customers to self-schedule via the Web and Interactive Voice Response.
Charles Schwab uses TimeTrade financial services appointment scheduling software to schedule telephone advisory appointments with 401k retirement plan participants. Schwab is a strong believer in building a personal relationship with its customers, and saw that periodic telephone interactions would bring a valuable “personal touch” into the retirement planning relationship. Participants see real-time availability for advisory activities, select a convenient time for a return phone call, and get instant confirmation of their appointment via email.
Schwab’s financial services appointment scheduling software from TimeTrade smoothes demand and promotes efficient utilization of resources, enabling each advisor to handle a large number of telephone appointments. This is the key to making personal touch cost-effective. By emphasizing personal touch with its 401k participants, Schwab has achieved higher savings rates, higher adoption of Managed Account services, and higher participation and retention rates.
Financial services appointment scheduling tool also schedules operational interactions
In addition to scheduling advisory appointments, TimeTrade is a good fit for organizations who want to schedule operational interactions, such as mortgage closings, and sales interactions associated with their customer acquisition and cross-selling programs. An invitation to schedule an appointment is a compelling call-to-action for communications with customers.
