The Intelligent Appointment Scheduling Blog

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by Lauren Mead | February 14, 2019

Why Appointment Scheduling Is a Universal Banker’s Best Friend

Branch transformation is at the forefront of retail banking efforts (estimated U.S. banks spent $10B in 2018) making these digital and in-branch conversions. Though much happening behind the scenes, customer-facing technology enhancements are the biggest changes that customers are likely to notice.

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by Chris Carroll | February 12, 2019

Are you and your prospects a match made in meeting heaven?

Chocolate and flowers are overrated. If you’re a sales professional, the best gift you could get this Valentine’s Day is a meeting with those elusive prospects you’ve been chasing.

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by Deidre Moore | January 31, 2019

3 Ways Personal Lending & Mortgage Institutions Can Attract & Retain High Value Clients

Delivering a more personalized experience is even more important as community banking institutions put greater focus on mortgage and lending clients, who account for up to 20 times higher profit than traditional checking or deposit clients.

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by Lauren Mead | January 21, 2019

Here’s what Gen-Z and Millennial Shoppers Really Want in 2019

The holiday shopping numbers from 2018, the strongest in six years indicate that retail sales are healthy but urgency looms to keep Millennials and Gen-Z engaged is top of mind for retailers.

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by Cimarron Buser | January 10, 2019

How To Create A Truly Personalized Retail Experience

As we prepare for NRF2019 in New York, we wanted to share this fascinating interview from the CMO On-The-Go podcast on the emerging technologies that impact real-world business and consumer interactions.

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by Deidre Moore | December 28, 2018

Year in Review: Our Top 10 Blog Posts of 2018

Here are the blog posts and topics our readers loved most this year. In case you missed them, here’s the Top 10 list and stay tuned for more content in 2019!

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by Chris Carroll | December 27, 2018

Transform the Chaos of Holiday Returns Into a Loyalty Building Opportunity

The 2018 holiday season holds a lot of promise for retailers but all that holiday cheer comes with a sobering dark spot—the high price of returns. Learn a better way to manage return season with personalization and intelligent appointments.

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