The Intelligent Appointment Scheduling Blog

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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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by Deidre Moore | December 10, 2019

New Research Exposes What Really Matters to Customers When Choosing In-Store vs. Online Shopping

2019 Future Stores research indicates brands need to better manage all aspects of customer engagement to bridge an expectations gap and deliver seamless, anytime experiences.

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by Chris Carroll | December 4, 2019

Tire and Auto Service Providers: Stop Spinning Your Wheels When It Comes to Service Scheduling

Tire and auto service centers can use online appointment scheduling software to grow their business and more fully utilize their technicians, service bays, equipment and parts.

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by Tom O'Brien | November 25, 2019

Supercharging chat using Intelligent Appointment Scheduling across EVERY channel

Chatbots are fine for handling simple website conversations while your team focuses on higher-value sales activities. But let’s face it, significant business deals are rarely sealed via chat sessions. Closing a sale typically requires multiple meetings or calls for in-depth discussions.

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by Lauren Mead | November 18, 2019

How Tucson Federal Credit Union Is Blending Digital and Physical Channels to Improve Member Engagement

TimeTrade CMO, Lauren Mead, sat down with Krystal Adams, VP of Member Experience at Tucson Federal Credit Union, to learn more about their unique in-branch challenges, and their success in scheduling thousands of new member appointments with TimeTrade.

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by Lauren Mead | November 11, 2019

Financial Services Focus: Growing Assets Under Management, One Client Conversation at a Time

Financial adivsors interested in growing their assets under management need to spend more quality time with, and provide more personalized advice to their clients. Research shows that top performing financial advisors spend 40% more time with their clients.

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by Chris Carroll | November 11, 2019

Driving Higher Appointment Show Rates and Automatic Staff Alerts with TimeTrade Text Notifications

Text notifications are a great way to keep your customers and employees up to date with critical information about their upcoming appointments. Learn how to set them up to automatically deploy when certain time-frames and/or thresholds are met.

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