Banking

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.

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.

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.

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.

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.

As COVID infection rates continued to climb, it became clear that there would be no immediate return to normal. Banking-by-appointment, once a nice-to-have option, is now a critical tool to maintain efficient, safe operations and grow business in the foreseeable future.

COVID-19 has changed how every organization interacts with its clientele. Tasked with everything from new cleaning and sanitizing regimens to enforcing social distancing guidelines, banking leaders struggle to balance customer or member satisfaction and safe, efficient operations.

While many states are reopening or adjusting their restrictions, banks and credit unions must deliver nimble responses to demands from customers and employees for safety. As COVID becomes a long-term reality, striking the right balance between safety and efficient operations is key.