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.”
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.
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.
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.
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.
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.
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?
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.