Banking

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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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by Lauren Mead | August 8, 2018

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.

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by Tom O'Brien | May 24, 2018

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.

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by Lauren Mead | March 16, 2018

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.

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