The Intelligent Appointment Scheduling Blog

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by Bill Bohen | March 3, 2020

TimeTrade Named Online Appointment Scheduling Leader by G2

Being cited as a Leader in the G2 Enterprise Grid Report for Online Appointment Scheduling proves that, while there are a lot of scheduling software options available, very few of them can scale like we can.

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by Steve Connolly | February 12, 2020

Introducing TimeTrade Sync: CRM data synchronization that just works.

TimeTrade Sync improves sales and support team productivity and reduces IT costs through a highly reliable, real-time synchronization of emails, attachments, contacts, tasks, and appointment data across your team’s preferred CRM, email and calendar platforms.

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by Deidre Moore | February 11, 2020

The Shifting Battleground for Financial Services Clients & Assets

Millennials are on their way to becoming the age group with the largest investable wealth. Yet only 4% of Americans ages 18-24 and 7% of those ages 25-34 currently use a financial advisor, presenting outsized untapped opportunities for advisors able to make the right connections.

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by Steve Connolly | February 3, 2020

What’s the busy season for Credit Unions? The answer may surprise you.

TimeTrade has concluded a preliminary study of appointment data and the surprising results may help Credit Unions better prepare for the peak times their customers want to engage with them.

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by Deidre Moore | January 28, 2020

Gen Z Prefer People Over Tech While Shopping In-Store

While Gen Z's preference for online shopping steals most of the headlines, what this influential consumer demographic say they really want is more personalized and in-person retail interactions.

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by Cimarron Buser | January 20, 2020

Machines Serving People? The Personal Experience at NRF 2020

At NRF 2020, the trend continues towards automation and harnessing AI to make it easier for customers to connect with the right employees – not just a bot.

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by Deidre Moore | January 14, 2020

Five Keys to Winning Over Institutional Buyers

While buyers seek more custom solutions and advice-focused interactions, asset managers seem to struggle with the transition from transactional to advisory relationships. Engaging institutional buyers in the digital age requires a fresh mindset and new enabling technologies.

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by Deidre Moore | December 31, 2019

Our Top 10 Blog Posts of 2019: Winning in the Customer Experience Era

Whether it was new ideas about how to drive more appointment traffic with solutions like search integration and experiential learning, or how to enrich the experience once customers arrive, experience themes dominated our top performing blog posts of the year.

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