Millennials: An Untapped Customer Base for Credit Unions
Ultimately, to win business from millennials, credit unions must use the technologies preferred by millennials—online and mobile—to bring them into the branch for personalized conversations that drive business.
Bank Execs, Customers Disagree on How Well Banks Deliver a Personalized Customer Experience
Bank executives are aware that customers want personalized service that meets their needs. But even armed with that knowledge, banks still fall short when it comes to the level of personalization they provide.
Take the Hassle Out of Insurance Shopping
In the state of Massachusetts, residents are required by law to have car insurance coverage (and it is also suggested to have a local agent) – so, why is it so difficult to get in touch with agencies?
Simulchannel versus Omnichannel in Banking
A recent Banking Exchange article on BankingExchange.com discusses the notion of a “simulchannel” experience in banking. Author John Ginovsky describes simulchannel as customers wanting their banks to know them digitally as well as in person.
Client Focused Advisors Lives Up to Its Name
Appointments with clients enable highly revealing and productive conversations and an ideal setting to discuss family, priorities, goals and a timeline for achieving them.
Alleviating Patient ‘Traffic Jams’ at Medical Labs
Beyond appointment scheduling, a customer-experience solution for lab facilities also would include queue management system and related services to help patients check in automatically upon arrival, minimize wait times, and avoid confusion about who is next in line.
How One Credit Union Transformed Their Branches with TimeTrade
As a result of offering online appointment scheduling, Rivermark Credit Union saw a 40% increase in cross-sell ratio when members book an appointment.
Microsoft Announces Upcoming Scheduling App for Small Businesses—But What About Everyone Else?
Microsoft’s investment in adding scheduling capabilities to extend “basic calendar” within Office 365 is yet another milestone in the ongoing evolution of our appointment-driven economy.