Five Keys to Winning Over Institutional Buyers
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.
Our Top 10 Blog Posts of 2019: Winning in the Customer Experience Era
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.
New Research Exposes What Really Matters to Customers When Choosing In-Store vs. Online Shopping
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 Providers: Stop Spinning Your Wheels When It Comes to Service Scheduling
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.
Supercharging chat using Intelligent Appointment Scheduling across EVERY channel
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.
How Tucson Federal Credit Union Is Blending Digital and Physical Channels to Improve Member Engagement
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 Services Focus: Growing Assets Under Management, One Client Conversation at a Time
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.