2021-08-30 18:52
Knowledge Management Unlocked with Associated Credit Union’s AVP of Learning & Development
A learning and development executive shares insights from her financial ins… Read More
Blog Directory > Business Blogs > Online Appointment Scheduling business Blog >
Online Appointment Scheduling Blog
blog.timetrade.com
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credit union websites
timetrade silvercloud
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bill clark ceo
A blog about how Web technology can do great things for customer service. We make online appointment scheduling systems, at the enterprise, small business and
2021-06-30 15:23
Bill Clark, CEO of TimeTrade SilverCloud joined credit union expert Robert McGarvey on the CU 2.0 Podcast to discuss the latest digital banking trends.
TimeTrade Silve… Read More
2021-05-26 18:54
Providing an Omnichannel Experience with TimeTrade SilverCloud
iTHINK Financial Credit Union leverages TimeTrade SilverCloud Customer Self-Service, Employee Knowledge Management, and Ente… Read More
2021-03-30 16:37
As credit unions continue to adapt their operations to the COVID-19 pandemic and re-openings, the demand for appointments continues to climb as members look for different ways to interact wi… Read More
2021-03-05 16:08
Branch closures and social distancing measures over the course of the last year have drastically reduced the human interaction that differentiate community banks and credit unions. The unfor… Read More
2021-02-23 19:52
The news last week about the COVID-19 vaccination scheduling issues in Massachusetts is alarming, but not surprising. As the CEO of a company that specializes in appointment scheduling, Time… Read More
2021-02-04 20:21
Today’s customers expect omnichannel experiences requiring branch networks to provide seamless access to information, services, and trusted experts wherever and whenever they engage. Y… Read More
2021-02-01 15:35
How do you distribute $37 million to 100,000 residents across the country’s second largest city in less than 30 days? How do you do that – but during the world’s largest pa… Read More
2021-01-05 15:05
As COVID has changed client expectations around when, how, and where to meet with your organization, how are you adjusting your business to align with customer demand, stay ahead of the comp… Read More
2020-12-15 19:04
“We know customers who set appointments with their banker are typically more satisfied than those who don’t.” That’s according to Shawn Niehaus, SVP and director, ret… Read More
2020-12-14 13:56
I’ve talked with many Webex customers who want the simplicity, convenience and security to add video conferencing to their TimeTrade appointments to enhance meeting experiences. Throug… Read More
2020-10-29 14:45
Institutions with NPS Over 60 Have 26% Higher Growth
In today’s climate of shifting consumer demand coupled with COVID restrictions, banks and credit unions are focusing on ways to… Read More
2020-10-15 16:28
The coronavirus pandemic forced banks and credit unions to pivot quickly to retool their operational strategies. Banking-by-appointment was deployed at warp speed to ensure customers had uni… Read More
2020-09-16 15:21
In-branch banking has changed as a result of social distancing practices and customer preferences. But keeping customers physically spaced out doesn’t need to diminish the personal tou… Read More
2020-07-30 14:00
As COVID infection rates continued to climb in parts of the country, it became clear for banks, credit unions, and other retail businesses, that there would be no immediate return to normal… Read More
2020-07-27 20:00
COVID-19 has changed how every organization interacts with its clientele. Tasked with everything from new cleaning and sanitizing regimens to enforcing social distancing guidelines, banking… Read More
2020-07-24 17:37
While many states are reopening or adjusting their restrictions, banks and credit unions must deliver nimble responses to demands from customers and employees for safety. As COVID becomes a… Read More
2020-06-23 14:22
While essential businesses across the country are slowly reopening, large enterprises are encouraging employees to continue working from home. Sales travel also remains on pause. The best wa… Read More
Retail Recovery Package Helps Brands Safely Re-open Locations With Virtual And In-Store Appointments
2020-06-16 14:31
Retailers are beginning the reopening process, but the landscape has changed dramatically in a few months. Consumers are uncertain about how they want to interact with brands, and a patchwor… Read More
2020-06-09 14:43
When COVID caused widespread closures in March, Fifth Third Bank pivoted quickly. They closed branches to walk-ins, promoted drive-thru window transactions, and extended the ability to make… Read More
2020-06-04 12:56
Online and traditional media outlets have been well populated with stories of the ways that banks and other financial institutions have responded to the pandemic, and how, despite the disrup… Read More
2020-05-27 17:38
Retailers across the country are actively planning how to safely reopen their doors or welcome customers virtually as COVID-19 social distancing orders are rolled back across the country. Wh… Read More
2020-05-14 14:41
As states begin to gradually reopen their economies, retailers are preparing for what’s next. Brands are now re-imagining the world of physical shopping, factoring in new operational a… Read More
2020-04-28 13:44
As more meetings go online or are held on the phone due to the current health pandemic, there’s going to be virtual meeting fatigue. But there are ways to avoid common pitfalls and tur… Read More
2020-04-21 16:00
4 tips to overcome common barriers and grow your pipeline
A robust pipeline is always important, but it takes on even greater importance now in an era of uncertainty, where sales decision… Read More
2020-04-13 13:34
The retail world, like everything else, is different than it was a month ago. Thousands of retailers have been forced to close brick-and-mortar operations as social distancing orders to comb… Read More
2020-04-09 14:25
Small businesses in need of urgent financial assistance from COVID-19 disruptions are looking to banks for help. Specifically, there is a rush to apply for loans under the Paycheck Protectio… Read More
2020-04-06 15:13
In response to overwhelming demand for a scheduling solution that’s quick to implement, but still powerful enough to balance COVID-19 restrictions and a coming surge in banking demand… Read More
2020-04-02 12:33
Like everyone, for those in Higher Ed, the world looks dramatically different than it did just a few weeks ago. COVID-19 has forced the closure of colleges and universities across the nation… Read More
2020-03-31 12:33
As individuals and organizations, we’re all navigating a sea of uncertainty surrounding COVID-19. Banks and credit unions are not exempt, and are being forced to make tough decisions t… Read More
2020-03-20 15:51
Credit unions and retail banks are facing uncertainty in how to respond to customers efficiently in a time of a global health pandemic. Given the current move to service customers through di… Read More
2020-03-16 14:03
Let’s face it. Today’s headlines are a little scary. COVID-19 and the global pandemic has caused significant change across every citizens life. Whether people f… Read More
2020-03-08 16:23
Women drive the
significant majority of consumer spending in the US, however, they only
represent about five percent of CEO positions and 29 percent of executive or
senior management positio… Read More
2020-03-05 14:30
According to McKinsey & Company, when it comes to retail personalization, the next digital frontier is in the physical world.
That should not come as a surprise. While e-commerce gro… Read More
2020-03-03 14:37
As
TimeTrade’s SVP of Customer Success, I care deeply about our customers’
opinions. That’s why I was so pleased to see TimeTrade cited as a Leader in the
G2 Enterprise Gri… Read More
2020-02-12 12:05
Empower sales teams to sell more with less admin burden
Sales and support teams are busy, but frequently not in the most productive ways. A slew of recent research, including the Salesforce… Read More
2020-02-11 14:02
The financial services industry is in the midst of a generational transformation. By 2030, millennials will likely be well on their way to becoming the age group with the largest investable… Read More
2020-02-03 15:51
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… Read More
2020-01-28 14:13
Here’s how to create a retail environment that prioritizes people and meaningful experiences for a demographic with serious purchasing power.
While Gen Z’s preference for online… Read More
2020-01-20 15:50
At National Retail Federation 2020 in New York City, the trend continues towards automation and harnessing AI to make it easier for customers. One could say that it’s “The Rise o… Read More
2020-01-14 15:33
Over 75% of distribution leaders see sales productivity as a top of mind issue.
Something strange is happening in institutional sales. A study by Deloitte’s Casey Quirk shows that… Read More
2019-12-31 13:33
As consumers, each time we
interact with a company, it leaves an impression. Whether we’re placing an order, chatting with a live agent, visiting a physical store or branch, or browsin… Read More
2019-12-10 13:57
Consumers continue to favor in-store shopping at locations where they can have conversations with knowledgeable employees and interact with physical products. The findings, according to the… Read More
2019-12-04 15:59
Let’s be honest, your customers don’t look forward to visiting your service stations. They’re visiting because they have a problem or need preventative maint… Read More
2019-11-25 16:07
If you’ve visited a business website, you know
just how popular chat platforms have become. They enable businesses of all
types and sizes to communicate directly with prospects and cus… Read More
2019-11-18 15:44
One of the best parts of my job is speaking with customers and learning how they’re using TimeTrade to improve the in-branch experience. I recently participated in… Read More
2019-11-11 21:49
Top performing financial advisors spend 40% more time with clients relative to the average advisor. That should not come as a surprise. Engaging clients at key milestones along their financ… Read More
2019-11-11 20:45
Providing powerful alerts for customers and staff to increase on-site appointments while creating better customer experiences
Text notifications are one of the best ways to engage with pe… Read More
2019-11-07 16:59
The benefits of online appointment scheduling for consumer retail, banks, and credit unions are well documented and include higher sales, loyal customers and members, and… Read More
2019-10-30 17:56
In today’s always-on world, consumers are in the driver’s seat and the expectation is that brands will deliver what customers need when and where they need it, whether that&rsquo&hell…Read More
2019-10-16 18:18
Given the dramatic increases in customer expectations as
well as the ever-growing number of options consumers can choose from today,
brands ranging from national retailers to regional credit… Read More
2019-10-09 12:10
As online giants like Amazon enter new categories and seek to expand their share of e-commerce revenues, retailers have shifted strategy to boost their digital competitiveness. Given the gro… Read More
2019-10-01 18:56
Here’s How to Facilitate a Meeting That Delivers on a Customer-Centric Promise
In today’s economy, consumers are firmly in the driver’s seat. They expect personalized servi… Read More
2019-09-17 14:50
Are you tired of wasting time trying to figure out when you have availability for appointments with clients? How many appointments are you missing because you have stepped away from your des… Read More
2019-09-13 16:00
We are excited to welcome Chris Eckmann, Founder of Switchboard Learning & Premiere Bridge Group Partner (www.switchboardlearning.com) to a three-part series we are calling “Findin… Read More
2019-09-04 15:57
If you want to connect with your consumers, you need to go to them. In 2019, they are spending more time than ever on social media—2 hours and 16 minutes1 per person, per day across al… Read More
2019-08-27 16:58
Scheduling appointments can be a hassle on all sides of a business transaction. Isn’t it kind of ironic how much time is wasted trying to determine when both parties will have free tim… Read More
2019-08-15 17:27
Scheduling appointments has never been easier with Reserve with Google powered by TimeTrade. Reserve with Google is a direct way of enabling prospects and customers to gain access to immedia… Read More
2019-08-07 15:26
At TimeTrade, our appointment scheduling solution features the tools that help businesses and professionals manage their busy schedules of appointments and meetings more easily and effective… Read More
2019-07-24 19:30
From virtual try-ons to
in-store classes and nap centers, leading brands are offering customers meaningful experiences and more personalized services. In an Amazon vs.
everyone else world (w… Read More
2019-07-16 13:38
Mobile Appointment Scheduling
Interactive Calendars That Work
Seamlessly Across Devices
TimeTrade’s online appointment scheduling app provides a
positive, personalized user experien… Read More
2019-07-09 13:37
Scheduling an appointment over the phone or through back and forth emails, whether with customers or prospects, is far more time-consuming and frustrating than it should be. That’s why… Read More
2019-07-01 20:08
Whether you’re skiing down the side of a mountain or kicking up your feet on a beach, everyone deserves their vacation time. Especially since research has shown that vacations can have… Read More
2019-06-27 14:21
Banks are working hard to become more “friendly,” but is it working? Reputation.com’s recently released 2019 Retail Banking Reputation Report is a reminder of how banking s… Read More
2019-06-10 17:35
One of the biggest retail trends driving growth in 2019 and beyond is in-store experiences like classes and training sessions. By revamping your omnichannel strategy, you can provide a more… Read More
2019-06-06 16:03
You’ve done the research and know your customers are savvier than ever, want personalized attention, and are raising their hand and asking to meet with real people instead of having co… Read More
2019-05-08 13:27
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 momen… Read More
2019-04-02 13:30
Maybe you’ve been chasing a sales lead for months and finally confirmed a meeting with a stakeholder who can make or break the deal. Alternatively, you may be a retailer offering one-o… Read More
2019-03-21 14:12
Automation has been suffering from a bad reputation problem lately. This is especially true in the retail sector where a recent survey indicated 2 out of 3 retail workers fear technology wil… Read More
2019-03-12 15:06
If you spent winter curled up on the couch binge-watching TV, there’s a good chance you’ve seen Netflix’s “Tidying Up With Marie Kondo.” In the show, the domest… Read More
2019-03-05 14:45
Retail trends move quickly, but one that has staying power, and for good reason, is a focus on customer experience (CX). One major pillar for CX in 2019 is the link between personalization a… Read More
2019-02-14 14:00
Branch transformation is at the forefront of retail banking efforts and it’s estimated that U.S. banks spent nearly $10 billion in 2018 to make these digital and in-branch conversions… Read More
2019-02-12 19:10
Roses are red, violets are blue, scheduling meetings is hard – we can help you!
Chocolate and flowers are overrated. If you’re a sales professional, the best gift you could get… Read More
2019-01-31 15:10
While 2019 is forecasted to usher in an acceleration of digital transformations and added online services for retail mortgage lenders, the in-person visit is still the preferred transaction… Read More
2019-01-21 20:53
The holiday shopping numbers from 2018, the strongest in six years, indicate retail sales are healthy. But as we slide into a quieter shopping period, as well as more uncertain economic time… Read More
2019-01-10 19:28
As we prepare for NRF2019 in New York, we wanted to share this fascinating interview from the CMO On-The-Go podcast on the emerging technologies that impact real-world business and consumer… Read More
2018-12-28 17:18
With just days left to go in 2018, we thought it was the right time to take a look back at the blog posts and topics our readers loved most this year.
In case you missed them, here’s a… Read More
2018-12-27 20:53
A better way to manage return season with personalization and intelligent appointments
The 2018 holiday season holds a lot of promise for retailers. According to Deloitte’s annual holi… Read More
2018-12-03 17:08
The good news is retail sales continue to rise month-over-month. With a strong economy and low unemployment, sales are forecasted to remain strong throughout 2019, though the rate of growth… Read More
2018-11-15 15:58
The case for targeting the repeat customer — it’s good for revenues and loyalty building
There’s no arguing retailers have gotten really successful at acquiring first-time… Read More
2018-11-12 19:43
Even as the lines between physical and digital channels continue to blur, many banks and credit unions are struggling to prioritize the people and financial resources needed to reach their g… Read More
2018-10-30 13:08
This blog is part of a short series called “The Events and Classes Diaries”, where we recount our own experiential marketing journeys to highlight the power of classes… Read More
2018-10-25 14:04
Today’s Millennial consumers expect a modern experience when choosing a financial services provider. Whether it’s a bank, credit union, or wealth management advisor, Millennials… Read More
2018-10-18 17:05
If you fear public speaking, you aren’t alone. And if you’re a salesperson who dislikes cold calling, you aren’t alone either. In fact, studies show that 80% of new salespe… Read More
2018-10-10 15:45
This blog is part of a short series called “The Events and Classes Diaries”, where we recount our own experiential marketing journeys to highlight the power of classes and brande… Read More
2018-10-05 14:27
This blog is part of a short series called “The Events and Classes Diaries”, where we recount our own experiential marketing journeys to highlight the power of classes and brande… Read More
2018-10-03 22:35
Salesforce’s AppExchange is a rich destination for Salesforce users, allowing administrators to select and download from over 3,000 applications that help fulfill business needs across… Read More
2018-09-28 15:22
Dreamforce is always a great conference and TimeTrade enjoys participating each year. That’s partly because of the great venue and wonderful sessions that are offered, but its mostly b… Read More
2018-09-24 15:33
The change? A shift in focus, from buying products to building relationships. The way people buy has changed. Today’s consumers want customization, not generalization.
The challen… Read More
2018-09-17 14:37
Like many of you, the TimeTrade team is preparing to head to San Francisco for Dreamforce next week. If you’ve attended Dreamforce before, you know it will be an action-packed week. Th… Read More
2018-09-07 14:10
We’ve all heard the old adage that “A penny saved is a penny earned,” but have you ever applied that logic to customers at your organization?
Most businesses focus heavily… Read More
2018-08-27 17:30
Cybersecurity vulnerabilities pose an ever-increasing threat to today’s enterprise. Faced with substantial penalties from any potential loss or misuse of data, businesses are under int… Read More
2018-08-16 13:52
Successful marketing in 2018 depends on creating an omni-channel customer experience that is integrated across platforms, and that includes leveraging social media engagement as a means of r… Read More
2018-08-08 13:27
Yesterday TimeTrade released data from our survey on the state of the B2C buying experience, and respondents made it overwhelmingly clear that B2B brands should consider appointment scheduli… Read More
2018-07-27 13:35
Today, TimeTrade announced the results of our research on the state of the B2B buying experience, with data revealing deep dissatisfaction by B2B buyers over seller companies’ customer… Read More
2018-07-25 14:37
The Keynote at last week’s Microsoft Inspire 2018 conference featured Microsoft’s Ron Markezich, Corporate Vice President of Office 365 Marketing, who told partners that “w… Read More
2018-07-23 14:00
Social media messaging apps like Facebook Messenger and WhatsApp have become a normal engagement channel for consumers to engage with businesses and we’re now seeing that spill into B2… Read More
2018-07-19 17:06
Whether or not you think Amazon Prime Day was worth the hype, the entire retail industry was ready for it to kick-off on Monday at 3:00 pm. Prime Day is now cemented in the pantheon of shopp… Read More
2018-07-13 18:52
There’s a big difference between omnichannel and multi-channel approaches to retail in 2018. While the multi-channel paradigm requires retailers to leverage many different channels for… Read More
2018-07-09 15:03
As a small business owner, we understand that to succeed, your team with a dream needs to be able to convert sweat equity and elbow grease into results. One of the biggest challenges small b… Read More
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