The Intelligent Appointment Scheduling Blog

While buyers seek more custom solutions and advice-focused interactions, asset managers seem to struggle with the transition from transactional to advisory relationships. Engaging institutional buyers in the digital age requires a fresh mindset and new enabling technologies.

Whether it was new ideas about how to drive more appointment traffic with solutions like search integration and experiential learning, or how to enrich the experience once customers arrive, experience themes dominated our top performing blog posts of the year.

2019 Future Stores research indicates brands need to better manage all aspects of customer engagement to bridge an expectations gap and deliver seamless, anytime experiences.

Tire and auto service centers can use online appointment scheduling software to grow their business and more fully utilize their technicians, service bays, equipment and parts.

Chatbots are fine for handling simple website conversations while your team focuses on higher-value sales activities. But let’s face it, significant business deals are rarely sealed via chat sessions. Closing a sale typically requires multiple meetings or calls for in-depth discussions.

TimeTrade CMO, Lauren Mead, sat down with Krystal Adams, VP of Member Experience at Tucson Federal Credit Union, to learn more about their unique in-branch challenges, and their success in scheduling thousands of new member appointments with TimeTrade.

Financial adivsors interested in growing their assets under management need to spend more quality time with, and provide more personalized advice to their clients. Research shows that top performing financial advisors spend 40% more time with their clients.