Should Intelligent Appointment Scheduling Be Your Bank’s First ‘Phygital’ Investment?
Even as the lines between physical and digital channels continue to blur, many banks and credit unions are struggling to prioritize the people and financial resources needed to reach their goals and deliver a truly omnichannel and personalized in-branch experience.
Community bankers: Providing the Right Millennial Buying Experience
Millennial consumers expect a modern experience when choosing a financial services provider. Whether it’s a bank, credit union, or wealth management advisor, Millennials want to engage when, where and how they want. So how are today’s financial service leaders taking advantage of this opportunity?
Why it Might be Time to “Flip Your Script”
Dreamforce is always a great conference and TimeTrade enjoys participating each year. That’s partly because of the great venue and wonderful sessions but its mostly because Dreamforce is the perfect opportunity to talk to customers, find out what their pain points and figure out how to solve them.