Banking

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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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by Lauren Mead | October 25, 2018

Community bankers: Providing the Right Millennial Buying Experience

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?

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by Lauren Mead | September 24, 2018

Finding the Right Mix: Blending the Physical & Digital for an Optimal In-Branch Experience

Want to create a branch experience that attracts new customers? We asked VPs of banks and credit unions for insights into industry trends and how they're meeting them.

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by Bruce Brown | August 27, 2018

Key Information Security Concerns to Consider When Looking for an Appointment Scheduling Vendor

Cybersecurity vulnerabilities pose an ever-increasing threat to today's enterprise. Faced with substantial penalties for any misuse of data, businesses are under intense pressure to maintain secure integrations across all of their business processes—including those involving external vendors.

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