Customer Engagement

Let’s face it. Today’s headlines are a little scary. COVID-19 and the global pandemic has caused significant change across every citizens life. Give your customers a high-touch experience at a time of social distancing. TimeTrade makes it easy to connect with your customers and prospects.

Best-in-class retailers are focusing their efforts on improving how they personalize the online and offline buying journey as one — with the goal of creating a seamless experience that is frictionless and more satisfying for customers.

Millennials are on their way to becoming the age group with the largest investable wealth. Yet only 4% of Americans ages 18-24 and 7% of those ages 25-34 currently use a financial advisor, presenting outsized untapped opportunities for advisors able to make the right connections.

TimeTrade has concluded a preliminary study of appointment data and the surprising results may help Credit Unions better prepare for the peak times their customers want to engage with them.

At NRF 2020, the trend continues towards automation and harnessing AI to make it easier for customers to connect with the right employees – not just a bot.

2019 Future Stores research indicates brands need to better manage all aspects of customer engagement to bridge an expectations gap and deliver seamless, anytime experiences.

Chatbots are fine for handling simple website conversations while your team focuses on higher-value sales activities. But let’s face it, significant business deals are rarely sealed via chat sessions. Closing a sale typically requires multiple meetings or calls for in-depth discussions.

TimeTrade CMO, Lauren Mead, sat down with Krystal Adams, VP of Member Experience at Tucson Federal Credit Union, to learn more about their unique in-branch challenges, and their success in scheduling thousands of new member appointments with TimeTrade.