The Intelligent Appointment Scheduling Blog

Retailers know that personalization is the key to boosting sales and gaining loyalty among a fickle consumer base. But not all brands have been able to capture shopper attention in the moment of interest, especially during the in-store experience. Learn the signs that your business is missing.

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.

Customized experiences, from personal shoppers, to DIY classes, to investment advice, requires quite a bit of scheduling behind the scenes so customers enjoy a seamless experience.

Branch transformation is at the forefront of retail banking efforts (estimated U.S. banks spent $10B in 2018) making these digital and in-branch conversions. Though much happening behind the scenes, customer-facing technology enhancements are the biggest changes that customers are likely to notice.

Chocolate and flowers are overrated. If you’re a sales professional, the best gift you could get this Valentine’s Day is a meeting with those elusive prospects you’ve been chasing.

Delivering a more personalized experience is even more important as community banking institutions put greater focus on mortgage and lending clients, who account for up to 20 times higher profit than traditional checking or deposit clients.