The Intelligent Appointment Scheduling Blog

Branch closures and social distancing measures over the course of the last year have drastically reduced the human interaction that differentiate community banks and credit unions. The unfortunate result? Many customers are being left out in the cold.

The news last week about the COVID-19 vaccination scheduling issues in Massachusetts is alarming, but not surprising. Learn how to implement a seamless experience for both the consumer and the business. When done wrong, it creates tremendous frustration and inefficiencies, as we’ve been witnessing.

Today’s customers expect omnichannel experiences requiring branch networks to provide seamless access to information, services, and trusted experts wherever and whenever they engage. Yet as banks accelerated their digital transformation last year, many discovered gaps in their online strategy.

How do you distribute $37 million to 100,000 residents across the country’s second largest city in less than 30 days? How do you do that – but during the world’s largest pandemic in 100 years?

With TimeTrade’s Analytics, companies can understand and improve after each customer appointment. Track and report on NPS (Net Promoter Scores), marketing campaign performance and staff efficiency to achieve positive experiences for your customers and profitable outcomes for your business.

Banking By Appointment Is Here To Stay Beyond COVID, Reports ABA Banking Journal. The ability to book an appointment with the person who can resolve an issue is powerful. Whether that’s an expert in mortgage or a universal branch associate, you can address the customer’s need in real time.

I’ve talked with many Webex customers who want the simplicity, convenience and security to add video conferencing to their TimeTrade appointments to enhance meeting experiences. Through our partnership with Webex, banking associates, loan officers, portfolio managers can ensure efficient operations.