The Intelligent Appointment Scheduling Blog

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by Lauren Mead | March 16, 2018

National Bank of Canada: Making customer service the key to successful in-person banking

As in-person banking is transforming, branches need to be ready to work with today's technology, opening the doors to new levels of customer service experience that enable more growth and an expanded customer base.

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by Lauren Mead | February 20, 2018

Credit Unions Prove Bigger Isn’t Always Better for Personalizing Customer Engagement

Using TimeTrade, Amplify members can now pick what times they want to schedule in-person meetings, while credit union staff can identify exactly the right person to service the member’s individual needs.

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by Steve Connolly | December 18, 2017

Scheduler featured in Financial Services Cloud Demo at Salesforce Tour NYC

“Because of an Appexchange partner called TimeTrade, Rachel can pick the time that is suited best for her as well as her banker at her local branch… In seconds, she’s got that meeting set up and it flows right into the banker’s calendar, so he’s ready to go.”

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by Kevin Flanagan | October 6, 2017

Are Credit Unions Providing High-Quality Member Service?

The annual TimeTrade survey of credit union members shows respondents they are receiving the high level of service they expect when they visit their local branch. Find out what else members like—and dislike—when they visit a branch.

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by Kevin Flanagan | June 29, 2017

State of Banking 2017 [Infographic]

Take a look at the State of Banking 2017 infographic for more details about what customers like and dislike about their banking experiences.

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by Kevin Flanagan | June 23, 2017

State of Banking Consumer Survey Shows Branches Still Popular

Since face-to-face banking is still so important to consumers, the service they receive at a branch is a critical factor in their satisfaction—or lack thereof.

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by Gary Lombardo | February 27, 2017

Customer Engagement as a Differentiator 

Getting the attention of consumers and, more importantly, keeping them engaged is challenging. Unfortunately, consumers have grown accustomed to not being engaged because poor experiences when interacting with brands are typically the norm.

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by Kevin Flanagan | January 25, 2017

More Proof of the Value of Personalization in Banking

In the latest TimeTrade banking consumer survey, two-thirds of respondents said they would be willing to schedule an appointment to meet in-branch with a specialist to discuss a mortgage, wealth management or other important topics.

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