Banking

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.

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.

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.

Text notifications are a great way to keep your customers and employees up to date with critical information about their upcoming appointments. Learn how to set them up to automatically deploy when certain time-frames and/or thresholds are met.

The benefits of online appointment scheduling for consumer retail, banks, and credit unions are well documented and include higher sales, loyal customers and members, and more engaged employees. But with most locations, there is a constant mix of pre-scheduled customers and walk-in traffic.

We developed the latest enhancements to our suite of queue management applications in partnership with our customers—some of the leading brands at the forefront of customer experience.

Reserve with Google is a great way to capture interested and warm prospects from any inbound channel and book confirmed appointments right from Google. It works seamlessly through Google Search, Google Maps, and Google Assistant for scheduling appointments with retail, banks and credit unions.

Whether you’re skiing down the side of a mountain or kicking up your feet on a beach, everyone deserves their vacation time. But just because you’re on vacation, doesn’t mean you want to miss an opportunity to connect with a customer or prospect once you’re back.