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The Intelligent Customer Engagement Blog

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by Cimarron Buser | December 21, 2016

Financial Advisors Can Use TimeTrade to Satisfy New DOL Requirements Ruling on Financial Advisors—and Improve Client Relationships

TimeTrade’s online Customer Engagement Platform solution can help financial advisors comply with the new DOL requirement, while at the same time improving their client relationships.

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by Cimarron Buser | July 21, 2016

Microsoft Announces Upcoming Scheduling App for Small Businesses—But What About Everyone Else?

Microsoft’s investment in adding scheduling capabilities to extend “basic calendar” within Office 365 is yet another milestone in the ongoing evolution of our appointment-driven economy.

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