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The Intelligent Customer Engagement Blog

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by Tom O'Brien | October 4, 2016

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.

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by Tom O'Brien | September 30, 2016

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.

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by Tom O'Brien | August 5, 2016

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?

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by Tom O'Brien | July 29, 2016

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.

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by Tom O'Brien | July 27, 2016

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.

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by Tom O'Brien | July 5, 2016

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.

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by Tom O'Brien | June 28, 2016

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.”

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by Tom O'Brien | April 15, 2016

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.

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