Banking

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by Andrew Dunn | March 30, 2021

Meeting the Increasing Demand for Credit Union Appointments

With the sustained increase in demand for pre-scheduled appointments, credit unions can ensure employees are prepared for their upcoming member engagement right from their calendar. With appointment scheduling, credit union employees have a better understanding of each members needs.

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by Caroline Platkiewicz | March 5, 2021

Winning with Customer Experience: Are you leaving your customers out in the cold?

Branch closures and social distancing measures over the course of the last year have drastically reduced the human interaction that differentiate community banks and credit unions. The unfortunate result? Many customers are being left out in the cold.

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by DJ Haskins | February 4, 2021

Why Branches must close the gaps in the CX Strategy

Today’s customers expect omnichannel experiences requiring branch networks to provide seamless access to information, services, and trusted experts wherever and whenever they engage. Yet as banks accelerated their digital transformation last year, many discovered gaps in their online strategy.

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by Andrew Dunn | January 5, 2021

Meet Customer Demand Through Optimizing Staff Schedules

With TimeTrade’s Analytics, companies can understand and improve after each customer appointment. Track and report on NPS (Net Promoter Scores), marketing campaign performance and staff efficiency to achieve positive experiences for your customers and profitable outcomes for your business.

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by Tom O'Brien | December 15, 2020

Banking By Appointment Is Here To Stay Beyond COVID, Reports ABA Banking Journal

Banking By Appointment Is Here To Stay Beyond COVID, Reports ABA Banking Journal. The ability to book an appointment with the person who can resolve an issue is powerful. Whether that’s an expert in mortgage or a universal branch associate, you can address the customer’s need in real time.

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by Steve Connolly | October 29, 2020

TimeTrade Retail Banking Customers Have Net Promoter Score (NPS) That’s More Than Twice Industry Average

Financial institutions with higher Net Promoter Score (NPS) often see larger growth rates. In today’s climate, banks and credit unions are focusing on ways to keep customer engagement high, while ensuring quality. Read how appointment scheduling boosts NPS.

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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 Tom O'Brien | September 16, 2020

Improve In-Branch Experiences and Physical Safety with Queue Management Software

In-branch banking has changed as a result of social distancing and customer preferences. But keeping customers physically spaced out doesn’t need to diminish the personal touch. Read how banks and credit unions can quickly pivot and accelerate their digital strategies to enhance customer experience.

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