Credit Unions Prove Bigger Isn’t Always Better for Personalizing Customer Engagement
Using TimeTrade, Amplify members can now pick what times they want to schedule in-person meetings, while credit union staff can identify exactly the right person to service the member’s individual needs.
Why Dreamforce is Important for Businesses that Rely on Salesforce
Join TimeTrade at Dreamforce in San Francisco and see how TimeTrade Scheduler for Salesforce can help your business connect with prospects and customers faster and better than ever—right within Salesforce.
Financial Advisors Can Use TimeTrade to Satisfy New DOL Requirements Ruling on Financial Advisors—and Improve Client Relationships
TimeTrade’s online Customer Engagement Platform solution can help financial advisors comply with the new DOL requirement, while at the same time improving their client relationships.
Millennials and Financial Services
Financial advisors must remember that millennials are an age group to be taken seriously, as they will drive the majority of financial services business during the next several years.
10 Tips for Financial Advisors for Client Loyalty
Jason Hill, founder and president of Client Focused Advisors, sat down with TimeTrade to share his “10 Tips for Financial Advisors for Client Loyalty.”
How Girard Financial Group Delivers the Best Experience for their Clients
After the the 2008 financial crisis, Dan Girard knew that meetings with clients would provide an ideal opportunity to discuss their financial status, adjust goals and strategies, and help restore confidence.
Financial Advisor Best Practice Q&A with Dan Girard
With online appointment scheduling we spend fewer hours focused on the logistics of setting up meetings, and we can each fit in up to six 1.15 hour client appointments per day.