The Intelligent Appointment Scheduling Blog

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by Chris Carroll | August 30, 2016

Insights on Retail Customer Personalization from Our Recent Webinar

I recently hosted the webinar “Trends in Retail and the Personalized Experience,” during which I discussed research on the latest trends in retail with expert panelists.The key takeaway was that technology is not the complete solution when it comes to delivering personalization in retail.

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by Chris Carroll | August 23, 2016

3 Ways Retailers Can Win the Back-to-School Shopping Season

Here are three tactics retailers can use to attract shoppers into their stores, so the merchants can earn a healthy return on their back-to-school promotion investments.

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by Chris Carroll | August 15, 2016

Trends in Retail and the Personalized Experience

Even though 93 percent of retail decision makers say service personalization is a strategic focus, only one-quarter of consumers feel they receive a consistent, personal experience across channels.

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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 Tom O'Brien | August 5, 2016

Take the Hassle Out of Insurance Shopping

In the state of Massachusetts, residents are required by law to have car insurance coverage (and it is also suggested to have a local agent) – so, why is it so difficult to get in touch with agencies?

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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 29, 2016

Client Focused Advisors Lives Up to Its Name

Appointments with clients enable highly revealing and productive conversations and an ideal setting to discuss family, priorities, goals and a timeline for achieving them.

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