The Intelligent Appointment Scheduling Blog

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by Tom O'Brien | April 12, 2016

Financial Advisor Best Practice Q&A with Dan Girard

With online appointment scheduling we spend fewer hours focused on the logistics of setting up meetings, and we can each fit in up to six 1.15 hour client appointments per day.

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by Chris Carroll | April 12, 2016

Consumers Want to Meet with a Bank Associate

Though today’s hot conversations revolve around the “digitization of everything,” what TimeTrade’s latest research reveals is that consumers are actually looking more and more to in-person interaction.

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by Tom O'Brien | April 5, 2016

TimeTrade is Heading to Nashville for #MCS2016

TimeTrade will be located at booth 241 over the next two days, where our team is ready and eager to share how today’s wireless carriers are providing a top-tier customer experience for customers.

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by Chris Carroll | March 30, 2016

Customer Spotlight: C Spire

Since working with TimeTrade, C Spire has been booking more than 1,000 reservations every month. Having this foresight into store arrivals enables C Spire to provide the one-on-one attention that customers crave.

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by Chris Carroll | March 16, 2016

Customer Spotlight: Logix Federal Credit Union

Today, Logix seamlessly schedules more than 5,600 appointments each month across 15 local branches in the LA market, and that number continues to grow.

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by Chris Carroll | March 11, 2016

Employees First: Equipping Employees with the Skills to Deliver in Today’s On-Demand Economy

Many brands today are making investments in technology and training that will allow employees to provide a highly personalized service.

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by Tom O'Brien | March 1, 2016

How to Eliminate Scheduling Headaches this Tax Season

While tax preparation reminder postcards and “Thank You” notes can help – you need a way to control your schedule without disrupting your workflow and cutting into delivering the quality service that will keep your clients loyal.

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by Tom O'Brien | March 1, 2016

Time and Control: Financial Advisors’ Most Valuable Assets

Beyond enabling more control over work schedules and the productivity benefits mentioned above, online appointment software for financial services gives financial advisors additional business benefits.

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