Financial Services

With the sustained increase in demand for pre-scheduled appointments, credit unions can ensure employees are prepared for their upcoming member engagement right from their calendar. With appointment scheduling, credit union employees have a better understanding of each members needs.

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.

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.

In response to overwhelming demand for a scheduling solution that's quick to implement, but still powerful enough to balance COVID-19 restrictions and a coming surge in banking demand resulting from the CARES Act, TimeTrade created the Essential Banking Package. Here's why.

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.

While buyers seek more custom solutions and advice-focused interactions, asset managers seem to struggle with the transition from transactional to advisory relationships. Engaging institutional buyers in the digital age requires a fresh mindset and new enabling technologies.

Whether it was new ideas about how to drive more appointment traffic with solutions like search integration and experiential learning, or how to enrich the experience once customers arrive, experience themes dominated our top performing blog posts of the year.

Financial adivsors interested in growing their assets under management need to spend more quality time with, and provide more personalized advice to their clients. Research shows that top performing financial advisors spend 40% more time with their clients.