The Intelligent Appointment Scheduling Blog

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by Deidre Moore | November 12, 2018

Should Intelligent Appointment Scheduling Be Your Bank’s First ‘Phygital’ Investment?

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.

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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 Chris Carroll | July 23, 2018

Enabling Facebook Messenger to engage customers and capture leads after hours with auto-replies

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.

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by Deidre Moore | July 19, 2018

After Amazon Prime Day: Does a Good Sale Trump Good Service?

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.

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by Tom O'Brien | June 14, 2018

Customer Satisfaction Survey Questions for the Service Industry

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.

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by Lauren Mead | March 16, 2018

National Bank of Canada: Making customer service the key to successful in-person banking

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.

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by Kevin Flanagan | December 7, 2017

How Scheduler Adds LIFE to Human Performance Training

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.

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by Kevin Flanagan | November 21, 2017

How to Improve Brick-and-Mortar Sales this Holiday Season

Brick-and-mortar retailers need to get people into their stores for the upcoming holiday shopping season. We have a few suggestions on how they can do that by providing exceptional service that online stores can't match.

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