How to Marie Kondo Your Calendar
We spend a lot of time talking to organizations about how intelligent appointment scheduling impacts business, productivity, and customer relationships. Based on years of perfecting the art of the schedule, here's how to apply the KonMari method to tidy up your appointments.
Scheduling Your Way to a Better Customer Experience
Customized experiences, from personal shoppers, to DIY classes, to investment advice, requires quite a bit of scheduling behind the scenes so customers enjoy a seamless experience.
Why Appointment Scheduling Is a Universal Banker’s Best Friend
Branch transformation is at the forefront of retail banking efforts (estimated U.S. banks spent $10B in 2018) making these digital and in-branch conversions. Though much happening behind the scenes, customer-facing technology enhancements are the biggest changes that customers are likely to notice.
Are you and your prospects a match made in meeting heaven?
Chocolate and flowers are overrated. If you’re a sales professional, the best gift you could get this Valentine’s Day is a meeting with those elusive prospects you’ve been chasing.
3 Ways Personal Lending & Mortgage Institutions Can Attract & Retain High Value Clients
Delivering a more personalized experience is even more important as community banking institutions put greater focus on mortgage and lending clients, who account for up to 20 times higher profit than traditional checking or deposit clients.
Here’s what Gen-Z and Millennial Shoppers Really Want in 2019
The holiday shopping numbers from 2018, the strongest in six years indicate that retail sales are healthy but urgency looms to keep Millennials and Gen-Z engaged is top of mind for retailers.
How To Create A Truly Personalized Retail Experience
As we prepare for NRF2019 in New York, we wanted to share this fascinating interview from the CMO On-The-Go podcast on the emerging technologies that impact real-world business and consumer interactions.