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The Intelligent Customer Engagement Blog

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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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by Chris Carroll | November 9, 2016

Do Customer Loyalty Programs Really Work?

Customer loyalty programs and memberships have been around for decades. But are these programs causing businesses to actually miss out on key opportunities that truly build customer loyalty?

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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 Chris Carroll | August 11, 2016

Millennials: An Untapped Customer Base for Credit Unions

Ultimately, to win business from millennials, credit unions must use the technologies preferred by millennials—online and mobile—to bring them into the branch for personalized conversations that drive business.

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by Chris Carroll | August 10, 2016

Bank Execs, Customers Disagree on How Well Banks Deliver a Personalized Customer Experience

Bank executives are aware that customers want personalized service that meets their needs. But even armed with that knowledge, banks still fall short when it comes to the level of personalization they provide.

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