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.
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.
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.
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.
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.
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.
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.
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.