Improving Digital Journeys So Customers Stay Connected to Your Bank
American Bankers Association
As lack of proactivity across digital and human channels and bad technology training when asking for digital support stand as two of the top reasons that customers switch, financial institutions should consider how their own customer experience matches these pain points. By delivering better service, support and customer experience, financial institutions can avoid the loss of customers primed to leave, while attracting those seeking an improved customer experience.
Appointment Banking Is Not Just about COVID-19
American Bankers Association
Appointment banking” has been a hot topic in banking news since March. The world changed and most banks shut down general lobby access and started operating through drive-ups, curbside and in-lobby appointments. Some gradual reopening is happening, which inspires the question: Will customers (and bankers) want to continue appointment banking as we come to “normal”?
New Wave of PE Firms Reshaping Landscape
A prime example of this new wave of PE investors is Clearhaven Partners, a Boston-based private equity firm exclusively focused on partnering with software and software-driven technology companies to accelerate profitable growth. The executive team at TimeTrade and its private equity backers at Clearhaven Partners use Entromy’s reporting to align on critical business and operating areas.
Welcome to the “appointment economy”
As more retailers tentatively open their doors across much of Europe and the Americas this month, things look quite different: one-way systems, hand-sanitizer stations, Perspex screens and mandatory masks are the order of the day. But it’s a less visible change that may shake up physical retail in the longer term: by-appointment shopping.
Social Distancing Gives Branch Appointment Scheduling New Importance
In the space of a few weeks retail banking was turned upside down. The entire country began practicing social distancing to slow the spread of the COVID-19 virus, followed in close succession by stringent stay-at-home guidelines adopted by multiple states and cities. Scheduling apps now help keep customer service running smoothly as branches partially or completely close.
TimeTrade CMO Discusses Value Of Webinars In Account-Based Strategies
Demand Gen Report
In an interview with Demand Gen Report, TimeTrade CMO Lauren Mead discussed how her team utilizes webinars within their marketing mix to engage target accounts throughout the funnel. She also shared insights into how her team creates webinar content and how engagement compares with other content formats.
Scheduling App Powers Strong New Loan Stats For Credit Union
The Financial Brand
Siloed systems, plus high branch traffic, led to frustrated members and staff at a Midwestern institution. An online scheduling system was added to improve customer experience, and did, but an unexpected byproduct was a big boost in new accounts and new loans from both current members and a surprising number of prospects.
2019 Technology Preview: Exclusive Tech Forecast From 13 Industry Experts
For the seventh annual Retail TouchPoints Technology Preview, 13 leading industry experts - including TimeTrade Chief Marketing Officer, Lauren Mead - forecast the most important retail technologies and trends for 2019.
Live From ONWARD18: How To Create A Truly Personalized Retail Experience
GeoMarketing from Yext
In this episode, Cimarron Buser, SVP business development at TimeTrade, explains why everyone visiting a retailer, financial institution, or healthcare provider should have a “we’ve been expecting you” customer experience — and what marketers can do to provide it.
Delivering Personalization At Scale With Tech And Intelligence
ABM In Action
Effective marketers will begin layering intent data on top of the demographic, firmographic and engagement information they have today, helping to create more relevant and timely matches between sellers and buyers. At TimeTrade leveraging all this data in a more systematic way, through account scoring, will a big a big focus for early 2019.