Customer Engagement

I’ve talked with many Webex customers who want the simplicity, convenience and security to add video conferencing to their TimeTrade appointments to enhance meeting experiences. Through our partnership with Webex, banking associates, loan officers, portfolio managers can ensure efficient operations.

Financial institutions with higher Net Promoter Score (NPS) often see larger growth rates. In today’s climate, banks and credit unions are focusing on ways to keep customer engagement high, while ensuring quality. Read how appointment scheduling boosts NPS.

The coronavirus pandemic forced banks and credit unions to pivot quickly to retool their operational strategies. Banking-by-appointment was deployed at warp speed to ensure customers had uninterrupted access to their trusted and knowledgeable experts from financial advice to account services.

In-branch banking has changed as a result of social distancing and customer preferences. But keeping customers physically spaced out doesn’t need to diminish the personal touch. Read how banks and credit unions can quickly pivot and accelerate their digital strategies to enhance customer experience.

COVID-19 has changed how every organization interacts with its clientele. Tasked with everything from new cleaning and sanitizing regimens to enforcing social distancing guidelines, banking leaders struggle to balance customer or member satisfaction and safe, efficient operations.

When COVID caused widespread closures in March, Fifth Third Bank pivoted quickly. They closed branches to walk-ins, promoted drive-thru window transactions, and extended the ability to make one-on-on appointments to all customers who wanted to meet with a banker either in-person or by phone.

Online and traditional media outlets have been well populated with stories of the ways that banks and other financial institutions have responded to the pandemic, and how, despite the disruptions to our normal way of doing business, have provided unparalleled levels of service to their customers.

One trend that analysts expect to remain long after the pandemic subsides is the shift towards buying online and picking up in-store (BOPIS). That’s because the nature of BOPIS offers consumers a convenient way to shop while also providing a safer alternative to browsing in-stores.