Online Appointment Scheduling

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by Tom O'Brien | October 15, 2020

Banking-by-Appointment Drives Rapid ROI, Here’s How

The coronavirus pandemic forced banks and credit unions to pivot quickly to retool their operational strategies. Banking-by-appointment was deployed at warp speed to ensure customers had uninterrupted access to their trusted and knowledgeable experts from financial advice to account services.

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by Steve Connolly | July 30, 2020

Why Appointments Skyrocket in Pandemic Environment

As COVID infection rates continued to climb, it became clear that there would be no immediate return to normal. Banking-by-appointment, once a nice-to-have option, is now a critical tool to maintain efficient, safe operations and grow business in the foreseeable future.

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by Steve Connolly | July 27, 2020

Optimize Staffing During the COVID Crisis

COVID-19 has changed how every organization interacts with its clientele. Tasked with everything from new cleaning and sanitizing regimens to enforcing social distancing guidelines, banking leaders struggle to balance customer or member satisfaction and safe, efficient operations.

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by Steve Connolly | July 24, 2020

How Regions Bank Makes Customers Feel Safe

While many states are reopening or adjusting their restrictions, banks and credit unions must deliver nimble responses to demands from customers and employees for safety. As COVID becomes a long-term reality, striking the right balance between safety and efficient operations is key.

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by Tom O'Brien | June 16, 2020

Retail Recovery Package Helps Brands Safely Re-open Locations with Virtual and In-Store Appointments

Retailers are beginning the reopening process, but the landscape has changed dramatically in a few months. Consumers are uncertain about how they want to interact with brands, and a patchwork of guidelines across states impacts how and when national retailers can open their doors regionally.

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by Deidre Moore | May 27, 2020

David’s Bridal Turns to Appointment Scheduling to Engage Shoppers Virtually

Retailers across the country are actively planning how to safely reopen their doors or welcome customers as COVID social distancing orders are rolled back across the country. While experts don't know exactly how customers will feel about shopping in stores, they agree that retail will be different.

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by Lauren Mead | April 13, 2020

Retail Will Look Different After COVID-19, Here’s How to Plan for the Recovery

Amid the Coronavirus quarantine, consumer habits are quickly shifting, and retailers are looking at ways to connect with consumers in the short- and long-term. Here’s how to personalize online and offline interactions and form long lasting loyalty, even at a distance.

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by Steve Connolly | April 9, 2020

As Banks Deal with Rush for SBA Loans, Customer Service and Appointment Scheduling is Key

Small businesses in need of urgent financial assistance from COVID-19 disruptions are looking to banks for help. The small business loan program, part of the CARES Act, was launched last week, but a confusing set of guidelines from the federal government has left banks scrambling.

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