Deliver on the member experience
Customers love their credit unions. Treating people like members, not numbers, is exactly why more consumers become credit union members every day. TimeTrade allows credit unions to provide a true omnichannel experience extending your amazing, customer service efforts to build personal relationships with your credit union online and in-branch. That’s why dozens of credit unions in the country trust our intelligent appointment scheduling software.
Members benefit from Banking by Appointment
Enable prospects to easily schedule an appointment at a location and time convenient to them
Guarantee a meeting that addresses prospects' and members' specific needs
Provide stellar customer service by easily supporting traveling and mobile advisors
Provide a high value member experience
57% of banking consumers say they would like to interact with a person at the branch instead of banking virtually or by phone. Drive high-value customers into your branches and provide “we’ve been expecting you” service. Engage future members online and schedule appointments with the right person on your team – the meeting is online or in one of your branches.
Supercharge in-branch customer flow
Members hate to wait. Long lines and inefficient service can leave them frustrated, and they may not return. Effectively manage lobby chaos, extend branch hours, and provide customers with a quick, easy way to get assistance when they walk into your branch, accelerating loan cycles and increasing satisfaction and loyalty.
Create higher value opportunities
With TimeTrade, your staff will know what your members want to discuss before the meeting even begins, allowing them to research the member and their current services—creating a valuable cross-selling opportunity. And information gathered throughout the appointment process provides essential data for Next Best Action™.
Analytics that drive next best action
Analytics and reporting provide a window into every customer interaction, allowing you to aggregate data on appointment volumes, member wait times, appointment length adherence, employee utilization, and customer satisfaction.
Credit Unions benefit from Banking by Appointment
Drive an ongoing stream of high value in-branch or phone appointments
Strengthen member relationships and long-term brand loyalty
Be prepared before appointments and reduce no-shows to below 10%