Customer Engagement

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by Steve Connolly | March 16, 2020

Using Virtual Client Meetings To Your Advantage In The Age Of COVID-19

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.

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by Lauren Mead | March 5, 2020

Shopping without Boundaries: The Quest for Omnichannel Personalization

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.

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by Deidre Moore | February 11, 2020

The Shifting Battleground for Financial Services Clients & Assets

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.

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by Steve Connolly | February 3, 2020

What’s the busy season for Credit Unions? The answer may surprise you.

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.

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by Cimarron Buser | January 20, 2020

Machines Serving People? The Personal Experience at NRF 2020

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.

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by Deidre Moore | December 10, 2019

New Research Exposes What Really Matters to Customers When Choosing In-Store vs. Online Shopping

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.

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by Tom O'Brien | November 25, 2019

Supercharging chat using Intelligent Appointment Scheduling across EVERY channel

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.

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by Lauren Mead | November 18, 2019

How Tucson Federal Credit Union Is Blending Digital and Physical Channels to Improve Member Engagement

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.

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