Create Conversations that Drive Business at BAI Beacon
Come visit TimeTrade this week at BAI Beacon and learn how your organization can implement our industry-leading, enterprise SaaS solution for customer engagement, led by our pioneering financial advisor appointment setting capability.
Why Customer Engagement Matters [Infographic]
This infographic presents insightful statistics on what customers want, what frustrates them (and what happens when they’re not happy), why they buy, and how important customer experience is to generating brand loyalty.
Take the Hassle Out of Insurance Shopping
In the state of Massachusetts, residents are required by law to have car insurance coverage (and it is also suggested to have a local agent) – so, why is it so difficult to get in touch with agencies?
Client Focused Advisors Lives Up to Its Name
Appointments with clients enable highly revealing and productive conversations and an ideal setting to discuss family, priorities, goals and a timeline for achieving them.
How One Credit Union Transformed Their Branches with TimeTrade
As a result of offering online appointment scheduling, Rivermark Credit Union saw a 40% increase in cross-sell ratio when members book an appointment.
Reimagining Retail at Future Stores 2016
The retail industry is on the move, and will be making strides to improve the experiences of consumers and associates, both physically and digitally.
10 Tips for Financial Advisors for Client Loyalty
Jason Hill, founder and president of Client Focused Advisors, sat down with TimeTrade to share his “10 Tips for Financial Advisors for Client Loyalty.”
How Girard Financial Group Delivers the Best Experience for their Clients
After the the 2008 financial crisis, Dan Girard knew that meetings with clients would provide an ideal opportunity to discuss their financial status, adjust goals and strategies, and help restore confidence.