The Shifting Battleground for Financial Services Clients & Assets
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.
What’s the busy season for Credit Unions? The answer may surprise you.
TimeTrade has concluded a preliminary study of appointment data and the surprising results may help Credit Unions better prepare for the peak times their customers want to engage with them.
Machines Serving People? The Personal Experience at NRF 2020
At NRF 2020, the trend continues towards automation and harnessing AI to make it easier for customers to connect with the right employees – not just a bot.
Five Keys to Winning Over Institutional Buyers
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.
Supercharging chat using Intelligent Appointment Scheduling across EVERY channel
Chatbots are fine for handling simple website conversations while your team focuses on higher-value sales activities. But let’s face it, significant business deals are rarely sealed via chat sessions. Closing a sale typically requires multiple meetings or calls for in-depth discussions.
How Tucson Federal Credit Union Is Blending Digital and Physical Channels to Improve Member Engagement
TimeTrade CMO, Lauren Mead, sat down with Krystal Adams, VP of Member Experience at Tucson Federal Credit Union, to learn more about their unique in-branch challenges, and their success in scheduling thousands of new member appointments with TimeTrade.
Increasing Meeting Show Rates – Connecting with Customers Before Scheduled Appointments
In today’s always-on world, consumers are in the driver’s seat and the expectation is that brands will deliver what customers need when and where they need it, whether that’s online or in-person. Learn how leading brands have turned to intelligent appointment scheduling with queue management tools.
How to use Facebook to drive Online Appointment Scheduling
Use the connections you make with customers and prospects on the social network and turn those virtual touchpoints into personal interactions. One of the most effective ways to do that is to offer online appointments through Facebook at the very moment their interest is piqued. Here’s how.