Retail Banking

Banking by Appointment

Make it fast and easy for customers to schedule in-branch or phone appointments with your bank.

Create an exceptional customer experience, streamline multi-channel delivery, and deepen your share of wallet opportunities

 
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Banking by Appointment with PurchasePath™

PurchasePath enables banks to implement Banking-by-Appointment which revolutionizes the way in which banks interact and engage with their customers. By empowering consumers and businesses to book in-branch or phone appointments through bank websites, email loyalty campaigns, online banking products and social media sites, retail financial services organizations greatly improve customer experiences, loyalty and revenue opportunities.

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Banking By Appointment Customer Experience Video
Exceptional Banking Customer Experience

Exceptional Customer Experience

Banks, credit unions and other retail financial services providers increasingly value the connection between strong customer experience and their bottom line. One-to-one appointments with customers, by phone or in-branch, provides banks the greatest means to deliver a uniquely personal banking service, build trust, and retain customers.

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Streamline and Manage Multi-Channel Delivery

Appointment scheduling unifies service delivery across retail channels offering customers versatility in access and convenience while managing costs and profitability targets. This degree of omni-channel, “always available” engagement creates a unique feeling of client control and empowerment resulting in stronger relationships, and increased cross-selling opportunities.

Stratus Bank Mobile Click To Schedule

Bring the Mobile Web to Your Customers

PurchasePath helps banks meet the growing demand for mobile delivery by rendering a modern “touch” web interface for appointment scheduling across all existing and future phone, tablet, MAC or PC devices. Built-in geolocation functionality directs them to the nearest branch for their appointment - without the need to download an app.

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Improve Call Center Quality and Operations

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 banking resource. PurchasePath Appointments automates the process by empowering call center staff to instantly locate and book customer appointments with the right banking professional, saving time and money and providing a dramatically superior customer experience.

Increase banking call center quality
in branch concierge for banking

In-Branch Management and Assistance Tools

PurchasePath™ Concierge enables collaboration of bank associates and managers, so they can easily manage bank lobby flow and know who is coming into the store and why. The result is unparalleled customer service where banks greet customers with the attitude of “we’ve been expecting you.”

Boost Branch Performance With PurchasePath ™ Analytics

Decision makers now have clear, actionable visibility into the customer experience from the corporate level right down to conversations with individual customers. Banks can now improve retention by responding with “next best action” follow-up and lower costs through more efficient management of staff and operations.

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Insight Analytics for Banking
state of banking 2015

The State of Banking 2015 Report

TimeTrade recently conducted a survey of 1,052 consumers, asking in-depth questions regarding their perceptions and behaviors around customer experience and banking, as well as surveyed 100 senior-level bank executives about their plans around customer experience, products and services, and branch transformation.

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Retail Edition Features

  • TimeTrade Concierge In-Store Customer Flow Management
  • Automatic Customer Queuing
  • Self-Service Customer Check-In Kiosk
  • Mobile Assisted Selling for Associates
  • In-Store Queue Display
  • Pooled Resource Scheduling
  • Smart Matching
  • Multi-Location Support
  • Location-Aware Appointments
  • Rules-Based Scheduling
  • Call Center Scheduling
  • Central Administration
  • Instant Customer Experience Surveys*
  • Responsive Business Intelligence*
  • Custom Reporting Capabilities*
  • Pre-Configured Dashboards*
  • Enterprise Class API*
  • (* Optional)