Intelligent Appointment Scheduling

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.

We spend a lot of time talking to organizations about how intelligent appointment scheduling impacts business, productivity, and customer relationships. Based on years of perfecting the art of the schedule, here's how to apply the KonMari method to tidy up your appointments.

Customized experiences, from personal shoppers, to DIY classes, to investment advice, requires quite a bit of scheduling behind the scenes so customers enjoy a seamless experience.

Here are the blog posts and topics our readers loved most this year. In case you missed them, here’s the Top 10 list and stay tuned for more content in 2019!

The 2018 holiday season holds a lot of promise for retailers but all that holiday cheer comes with a sobering dark spot—the high price of returns. Learn a better way to manage return season with personalization and intelligent appointments.

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.

An experiential marketing program aimed at beer lovers? Sign me up! Read how a local liquor store used a marketing event to bring customers through it’s doors and how your business might also be able to capitalize on branded events.

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?