Banking

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by Kevin Flanagan | January 25, 2017

More Proof of the Value of Personalization in Banking

In the latest TimeTrade banking consumer survey, two-thirds of respondents said they would be willing to schedule an appointment to meet in-branch with a specialist to discuss a mortgage, wealth management or other important topics.

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by Chris Carroll | November 9, 2016

Do Customer Loyalty Programs Really Work?

Customer loyalty programs and memberships have been around for decades. But are these programs causing businesses to actually miss out on key opportunities that truly build customer loyalty?

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by Tom O'Brien | October 4, 2016

Create Conversations that Drive Business at BAI Beacon

Come visit TimeTrade this week at BAI Beacon and learn how your organization can implement our industry-leading, enterprise SaaS solution for customer engagement, led by our pioneering financial advisor appointment setting capability.

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by Chris Carroll | August 11, 2016

Millennials: An Untapped Customer Base for Credit Unions

Ultimately, to win business from millennials, credit unions must use the technologies preferred by millennials—online and mobile—to bring them into the branch for personalized conversations that drive business.

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by Chris Carroll | August 10, 2016

Bank Execs, Customers Disagree on How Well Banks Deliver a Personalized Customer Experience

Bank executives are aware that customers want personalized service that meets their needs. But even armed with that knowledge, banks still fall short when it comes to the level of personalization they provide.

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by Chris Carroll | August 2, 2016

Simulchannel versus Omnichannel in Banking

A recent Banking Exchange article on BankingExchange.com discusses the notion of a “simulchannel” experience in banking. Author John Ginovsky describes simulchannel as customers wanting their banks to know them digitally as well as in person.

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by Tom O'Brien | July 27, 2016

How One Credit Union Transformed Their Branches with TimeTrade

As a result of offering online appointment scheduling, Rivermark Credit Union saw a 40% increase in cross-sell ratio when members book an appointment.

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by Kevin Flanagan | July 14, 2016

Arizona Federal Credit Union Chooses TimeTrade to Personalize Customer Service

Banking by Appointment will enable Arizona Federal members to book in-branch, web and phone appointments or join the queue though a wide range of channels including the website, mobile app and by phone.

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