The Intelligent Appointment Scheduling Blog

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by Caroline Platkiewicz | August 30, 2021

How Associated Credit Union Unlocked Knowledge Management

A learning and development executive shares insights from her FI’s 8-year journey from business continuity to knowledge management success and the impact it has had on the credit union’s mission of “people helping people.”

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by Olivia Ross | June 30, 2021

Digital-First Banking Trends and the Change in Consumer Behavior a Year After the Pandemic

Bill Clark, CEO of TimeTrade SilverCloud and credit union expert Robert McGarvey dive into the latest digital banking trends and discuss how the pandemic changed the way people bank on this episode of the CU 2.0 Podcast.

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by Caroline Platkiewicz | May 26, 2021

How the TimeTrade and SilverCloud Merger Benefits iTHINK Financial and other Credit Unions

iTHINK Financial Credit Union leverages TimeTrade SilverCloud Customer Self-Service, Employee Knowledge Management, and Enterprise Appointment Scheduling products to provide their members an omnichannel experience.

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by Andrew Dunn | March 30, 2021

Meeting the Increasing Demand for Credit Union Appointments

With the sustained increase in demand for pre-scheduled appointments, credit unions can ensure employees are prepared for their upcoming member engagement right from their calendar. With appointment scheduling, credit union employees have a better understanding of each members needs.

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by Caroline Platkiewicz | March 5, 2021

Winning with Customer Experience: Are you leaving your customers out in the cold?

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.

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by Bill Clark | February 23, 2021

A personal offer from a Massachusetts resident and business leader…

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.

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by DJ Haskins | February 4, 2021

Why Branches must close the gaps in the CX Strategy

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.

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