The quickest way to provide remote and in-branch appointment scheduling
Now more than ever, customers still need to interact with a professional they trust before making important financial decisions. In fact, according to Deloitte, customers prefer branches over digital channels when opening new accounts for both simple (such as savings accounts and debit cards) and complex products (such as loans). Providing the right resource is critical when your customers need assistance, whether it’s by phone or in the branch. But in today’s climate, which is likely to be our ‘new normal’ for quite some time, accessing those knowledgeable resources is no longer as simple as walking into the branch.
TimeTrade’s New Essential Banking Package is designed to help banks and credit unions quickly address the challenges of COVID-19 with industry-leading appointment scheduling solutions
Omnichannel Scheduling
Schedule appointments from your website, marketing emails, and social media channels
Remote Meeting Integration
Make it easy to meet with customers from anywhere by offering appointments remotely
Employee Mobile App
View upcoming appointments and check-in visitors through the employee Concierge Mobile app
Branch Manager Dashboard
Managers can view all appointments for insight into remote meetings and expected branch traffic
Notifications and Reminders
Send email notifications and reminders to boost show rates
Appointment Analytics
View detailed, actionable insights about your appointment activity
Video Onboarding
Bring your team up to speed fast with comprehensive video training
Scalable & Secure
Unparalleled security combined with 99.9% uptime for reliability you can count on
More Ways to Cost Justify Appointment Scheduling to Drive Growth
We’ve entered into the appointment-setting economy and the pace of change will continue. Leaders at banks and credit unions are seeing immediate results and customer benefits with banking-by-appointment.
Learn how banking-by-appointment has shifted from a nice-to-have to an operational requirement driving ROI and improved customer experience.
Provide Fast, Frictionless, and Safe Service
Given that branch lobbies are no longer open to walk-in service, many customers are confused about how to engage with their bank. Online appointment scheduling is an easy to deploy call-to-action that can quickly be placed on your website, and communicated via marketing emails or your bank’s social media channels. Appointment capacity can be limited to make sure you’re adhering to best practices for social distancing, and keeping your employees and customers safe.
Why Appointment Scheduling
Prepare for Increased Demand from Federal & State Relief Efforts
Small businesses have a significant and immediate need for financial relief. The Federal Stimulus package recently passed by Congress will drive high volumes of inbound inquiries to banks and credit unions from customers who need help with credit options and SBA loans. Make it easy for business owners to connect with your loan offers to access and apply for emergency funding.
Reduce Call Center Stress
Allowing customers to book appointments online reduces unnecessary demands on your call center staff. By giving Call Center reps the ability to instantly schedule customer appointments in-branch, by phone, or virtually with the right banking professional, your institution can accelerate its response and maintain a high level of service while preserving customer trust. These steps can also reduce time on-hold and improve call resolution results.
Why TimeTrade?
No other vendor has the experience and expertise to get you up and running quickly with a simple but proven solution, while also providing you room to grow and customize your appointment strategy in the future. With industry-leading, 99.9% uptime reliability and unmatched privacy and security safeguards, it’s no wonder 10 out of the nation’s top 20 banks and financial institutions trust TimeTrade.
