Introducing TimeTrade Sync: CRM data synchronization that just works.
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.
The Shifting Battleground for Financial Services Clients & Assets
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.
What’s the busy season for Credit Unions? The answer may surprise you.
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.
Gen Z Prefer People Over Tech While Shopping In-Store
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.
Machines Serving People? The Personal Experience at NRF 2020
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.
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.