TimeTrade Best Practices

Whether you’re skiing down the side of a mountain or kicking up your feet on a beach, everyone deserves their vacation time. But just because you’re on vacation, doesn’t mean you want to miss an opportunity to connect with a customer or prospect once you’re back.

It's easy to embed an appointment scheduling button on your website, marketing emails, and even social channels, connecting customers and inbound leads with the right person, available at the time the customer wants to talk to you.

Regardless of who your customer or prospect is, booking the appointment is only the first step in developing a long-lasting relationship. The next step is providing a meeting experience that is just as seamless and personal as the initial booking.

Automation has been suffering from a bad reputation problem lately. This is especially true in the retail sector where a recent survey indicated 2 of 3 retail workers fear technology will overtake many of their job duties. But there's a much more optimistic tone among industry insiders and analysts.

We spend a lot of time talking to organizations about how intelligent appointment scheduling impacts business, productivity, and customer relationships. Based on years of perfecting the art of the schedule, here's how to apply the KonMari method to tidy up your appointments.

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!

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.

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?