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?
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.
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.
New B2C buyer experience data says in-person appointments are key to successful customer engagement
Yesterday TimeTrade released data from our survey on the state of the B2C buying experience and respondents made it overwhelmingly clear that B2B brands should consider appointment scheduling to deliver the personalized buying experiences preferred by today’s consumers.
10 Keys to a Winning Customer Experience Strategy for Banks
Executives at the nation’s leading banks understand that delivering an excellent customer experience provides a significant edge when it comes to attracting and retaining clients.
National Bank of Canada: Making customer service the key to successful in-person banking
As in-person banking is transforming, branches need to be ready to work with today's technology, opening the doors to new levels of customer service experience that enable more growth and an expanded customer base.
Credit Unions Prove Bigger Isn’t Always Better for Personalizing Customer Engagement
Using TimeTrade, Amplify members can now pick what times they want to schedule in-person meetings, while credit union staff can identify exactly the right person to service the member’s individual needs.
Scheduler featured in Financial Services Cloud Demo at Salesforce Tour NYC
“Because of an Appexchange partner called TimeTrade, Rachel can pick the time that is suited best for her as well as her banker at her local branch… In seconds, she’s got that meeting set up and it flows right into the banker’s calendar, so he’s ready to go.”