Essential Banking Package

Banking By Appointment Across Every Channel

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.

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Women booking a banking appointment.

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

Whether your bank is moving to an appointment-only model for customers who must still visit the branch, providing remote access to bankers via phone or video conferencing, or some combination of the two, the Essential Banking package has you covered. Based on nearly 20 years of experience, and our best practices resulting from hundreds of successful implementations, TimeTrade’s Essential Banking Package is everything you need to get up and running in just days, helping you manage to the current moment, while also preparing your bank or credit union for future success.
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Omnichannel Scheduling

Schedule appointments from your website, marketing emails, and social media channels

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Remote Meeting Integration

Make it easy to meet with customers from anywhere by offering appointments remotely

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Employee Mobile App

View upcoming appointments and check-in visitors through the employee Concierge Mobile app

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Branch Manager Dashboard

Managers can view all appointments for insight into remote meetings and expected branch traffic

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Notifications and Reminders

Send email notifications and reminders to boost show rates

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Appointment Analytics

View detailed, actionable insights about your appointment activity

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Video Onboarding

Bring your team up to speed fast with comprehensive video training

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Scalable & Secure

Unparalleled security combined with 99.9% uptime for reliability you can count on

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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.

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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.

Women on laptop booking an in-branch or over the virtual appointment.

Why Appointment Scheduling

Intelligent Appointment Scheduling allows you to meet your customers where they are – online, on their mobile devices, through search engines, and on the phone. Combining the knowledge of artificial intelligence with the power of online scheduling, integrated online appointment scheduling tools gives your customers the ability to connect with you at anytime, anywhere – scheduling appointments with the right team member in the right location, at a time that works for everyone.
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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.

Bank call center employee booking an in-branch or phone appointment for a customer.

Why TimeTrade?

TimeTrade has been the leader in appointment-driven banking for nearly 20 years, serving hundreds of leading banks and credit unions. Now more than ever, you need an experienced partner to help you make this transition quickly and without jeopardizing customer satisfaction and loyalty. Successfully deploying and managing your appointment scheduling solution is critical to ensuring that you—and your customers—get the most from your investment.

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.

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