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Appointment Setting for Financial Advisors
Redefine the client relationship with TimeTrade online appointment scheduling.
Trust and relationships are built through client meetings, so make it fast and easy for clients and prospects to connect and engage with you through TimeTrade financial advisor scheduling software.
Schedule a Call With a TimeTrade Sales Representative
To learn how TimeTrade will deliver a successful customer experience and drive brand loyalty
Engage with Personalized Service
TimeTrade Appointments allows financial advisors and investment professionals to use Banking by Appointment to provide their clients with 24x7 access to schedule a phone or in-person meeting through the web, emails or social media channels. This degree of engagement creates a unique feeling of control and empowerment resulting in an exceptional client experience.
Banking by Appointment
Customer-centric retail banking has never been more important. Enabling customers to schedule appointments directly from your website drives new business, deepens existing share of wallet opportunities and greatly enhances customer loyalty.
Transform Your Call Center into a Meeting Center
Call centers handle thousands of calls per day and can keep an entire team of scheduling coordinators busy full-time trying to match clients with the right advisor. TimeTrade automates the process by empowering call center staff to instantly locate and book client meetings with the right investment professional, saving time and money and providing a dramatically superior customer experience.
Manage Lobby Flow
TimeTrade Concierge allows in-branch associates and managers to efficiently manage lobby flow. Financial service employees can collaborate via tablets or smartphones to manage both scheduled and walk-in customers, to ensure they receive prompt service with the right financial service specialist.
Insight Into The Customer Journey
TimeTrade Analytics gives bank managers insight into the banking customer’s end-to-end experience. Managers use dashboards to monitor performance and view drill-drown prescriptive analytics. Banks can capture customer feedback through a customer satisfaction survey and evaluate the customer’s interaction with the banking specialist.
The State of Banking 2016 Report
TimeTrade recently conducted a survey of 2,064 consumers, asking questions regarding their experiences in retail banking. Contrary to the common perception that millennials are mobile-oriented, according to the survey results they want to seek out expert advice and visit a branch when making a big decision.