Banking

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.

As individuals and organizations, we’re all navigating a sea of uncertainty surrounding COVID-19. Banks and credit unions are not exempt, and are being forced to make tough decisions that balance the need to protect employees and customers, while providing much needed support and service.

Credit unions and retail banks are facing uncertainty about how to respond to customers efficiently in a time of a global health pandemic. Given the current move to service customers through digital means whenever possible, one of the trends we think is worth revisiting is voice technology.

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.