Customer Service

Automation has been suffering from a bad reputation problem lately. This is especially true in the retail sector where a recent survey indicated 2 of 3 retail workers fear technology will overtake many of their job duties. But there's a much more optimistic tone among industry insiders and analysts.

Even as the lines between physical and digital channels continue to blur, many banks and credit unions are struggling to prioritize the people and financial resources needed to reach their goals and deliver a truly omnichannel and personalized in-branch 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?

Learn how to add your TimeTrade Click-To-Schedule links to your after-hours auto-reply on Facebook Messenger and turn those missed messages into booked meetings with the right person on your team.

Whether or not you think Amazon Prime Day is worth the hype, the entire internet was buzzing about the deals they were planning to scoop up on Monday at 3:00 pm. But due to technical issues, most visitors spent more time viewing pictures of cute puppies than they did actually scoring deals.

While it’s essential to understand the value of customer service survey insights, designing an effective survey from scratch can be a big hassle. That’s why we’re offering key customer satisfaction questions worth asking, along with tips and advice for getting customers to participate honestly.

As in-person banking is transforming, branches need to be ready to work with today's technology, opening the doors to new levels of customer service experience that enable more growth and an expanded customer base.

As a fast-growing business, the LIFE XT team needed a way to effectively schedule meetings between clients and coaches, and TimeTrade Scheduler for Salesforce was the intelligent online scheduling solution they needed.