Customer Retention

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by DJ Haskins | February 4, 2021

Why Branches must close the gaps in the CX Strategy

Today’s customers expect omnichannel experiences requiring branch networks to provide seamless access to information, services, and trusted experts wherever and whenever they engage. Yet as banks accelerated their digital transformation last year, many discovered gaps in their online strategy.

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by Tom O'Brien | December 15, 2020

Banking By Appointment Is Here To Stay Beyond COVID, Reports ABA Banking Journal

Banking By Appointment Is Here To Stay Beyond COVID, Reports ABA Banking Journal. The ability to book an appointment with the person who can resolve an issue is powerful. Whether that’s an expert in mortgage or a universal branch associate, you can address the customer’s need in real time.

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by Steve Connolly | October 29, 2020

TimeTrade Retail Banking Customers Have Net Promoter Score (NPS) That’s More Than Twice Industry Average

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.

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by Lauren Mead | July 24, 2019

6 Innovative Ways Brands are Transforming Customer Experiences

From virtual try-ons to in-store classes and nap centers, leading brands are offering customers meaningful experiences and more personalized services. Here are a few of our favorite examples where retailers have turned the customer engagement dial up to 11.

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by Lauren Mead | February 14, 2019

Why Appointment Scheduling Is a Universal Banker’s Best Friend

Branch transformation is at the forefront of retail banking efforts (estimated U.S. banks spent $10B in 2018) making these digital and in-branch conversions. Though much happening behind the scenes, customer-facing technology enhancements are the biggest changes that customers are likely to notice.

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by Deidre Moore | January 31, 2019

3 Ways Personal Lending & Mortgage Institutions Can Attract & Retain High Value Clients

Delivering a more personalized experience is even more important as community banking institutions put greater focus on mortgage and lending clients, who account for up to 20 times higher profit than traditional checking or deposit clients.

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by Lauren Mead | October 25, 2018

Community bankers: Providing the Right Millennial Buying Experience

Millennial consumers expect a modern experience when choosing a financial services provider. Whether it’s a bank, credit union, or wealth management advisor, Millennials want to engage when, where and how they want. So how are today’s financial service leaders taking advantage of this opportunity?

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by Kevin Flanagan | July 27, 2017

Giving Customers What They Want Is Recipe for Success at McDonald’s

McDonald’s seems to be enjoying a bit of a renaissance by continuing to do the things that made them the world’s preeminent fast-food brand, but also by focusing more on giving customers what they want, when they want it.

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