The Intelligent Appointment Scheduling Blog

TimeTrade Sync improves sales and support team productivity and reduces IT costs through a highly reliable, real-time synchronization of emails, attachments, contacts, tasks, and appointment data across your team’s preferred CRM, email and calendar platforms.

Millennials are on their way to becoming the age group with the largest investable wealth. Yet only 4% of Americans ages 18-24 and 7% of those ages 25-34 currently use a financial advisor, presenting outsized untapped opportunities for advisors able to make the right connections.

TimeTrade has concluded a preliminary study of appointment data and the surprising results may help Credit Unions better prepare for the peak times their customers want to engage with them.

While Gen Z's preference for online shopping steals most of the headlines, what this influential consumer demographic say they really want is more personalized and in-person retail interactions.

At NRF 2020, the trend continues towards automation and harnessing AI to make it easier for customers to connect with the right employees – not just a bot.

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.