Banking

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by Chris Carroll | August 15, 2019

Scheduling Appointments with Google

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.

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by Chris Carroll | July 1, 2019

Enjoy Your Vacation Without Missing Opportunities

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.

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by Cimarron Buser | June 27, 2019

Banks Have Low Reputation Scores – but There’s a Solution!

Reputation.com’s recently released 2019 Retail Banking Reputation Report is a reminder of how banking still has quite a ways to go to address the customer dissatisfaction that’s impacting their brands.

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by Deidre Moore | March 5, 2019

Scheduling Your Way to a Better Customer Experience

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.

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by Lauren Mead | February 14, 2019

Why Appointment Scheduling Is a Universal Banker’s Best Friend

Branch transformation is at the forefront of retail banking efforts (estimated U.S. banks spent $10B in 2018) making these digital and in-branch conversions. Though much happening behind the scenes, customer-facing technology enhancements are the biggest changes that customers are likely to notice.

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by Deidre Moore | January 31, 2019

3 Ways Personal Lending & Mortgage Institutions Can Attract & Retain High Value Clients

Delivering a more personalized experience is even more important as community banking institutions put greater focus on mortgage and lending clients, who account for up to 20 times higher profit than traditional checking or deposit clients.

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by Deidre Moore | December 28, 2018

Year in Review: Our Top 10 Blog Posts of 2018

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!

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by Deidre Moore | November 12, 2018

Should Intelligent Appointment Scheduling Be Your Bank’s First ‘Phygital’ Investment?

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.

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