Appointment Scheduling

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 leaders struggle to balance customer or member satisfaction and safe, efficient operations. Stephen Griffin, Senior Vice President, Regions Bank and Jean-Pierre Lacroix, president of SLD, a pioneer in designing retail […]

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 long-term reality, striking the right balance between efficient operations, growth and safety for consumers and employees is key. To gain insights into the strategies banks and […]

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 patchwork of guidelines across states impacts how and when national retailers can open their doors regionally. Engageware created the Retail Experience Package to help address these […]

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. While experts don’t know exactly how customers will feel about shopping in stores, they are all in agreement that retail will be different in the months, and […]

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 combat COVID-19 took effect. Consumers, shut indoors across the country, have changed the way they shop and interact with retail brands. As stay at home orders […]

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 Protection Program. The $349 billion small business loan program, part of the CARES Act, was launched last week, but a confusing set of guidelines from the […]

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 resulting from the CARES Act, Engageware created the Essential Banking Package. Here’s why. An Immediate Need to Revamp Operations While most of the nation is shut down […]

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, canceling in-person classes in favor of online distance learning. More than 14 million students and thousands of professors and administrators are now navigating […]

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 that balance the need to protect employees and customers, while providing much needed support and service.  Thankfully, investments in digital banking technology are enabling banks and credit […]

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 digital means whenever possible, one of the trends we think is worth revisiting is voice technology for credit unions. While smart speaker adoption is […]

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 growth is real, more than 90% of retail sales take place in a physical store. Even Amazon is opening more brick-and-mortar stores, a telling sign  that […]

As Engageware’s SVP of Customer Success, I care deeply about our customers’ opinions. That’s why I was so pleased to see Engageware cited as a Leader in the G2 Enterprise Grid Report for Online Appointment Scheduling. Technology buyers turn to G2 to help them select the best products for their businesses and to find peers […]

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 wealth. Yet only 4% of Americans ages 18-24 and 7% of those ages 25-34 currently use a financial advisor, presenting outsized untapped opportunities for […]

Engageware 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. After a review of over 1m appointments across thousands of locations over the 6-month period beginning in June 2019 and ending in December 2019, the […]

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 of the Machines”, but in fact, the Machines are increasingly being used to connect customers with the right employees – not just a bot. My […]

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 despite steady industry growth, sales productivity for asset managers has seen a dramatic decline over the past several years. As a matter of fact, it is […]

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 maintenance for their vehicle. Not exactly something you would see on an Amazon wish list. But this doesn’t mean you can’t make them happy, loyal customers through a streamlined service process that builds trust between them and your business. […]

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 customers in near real-time. There are typically two types of chat functionality: live chat during business hours and after-hours chatbots for nights and weekends. Adding chat […]

One of the best parts of my job is speaking with customers and learning how they’re using Engageware to improve the in-branch experience. I recently participated in a Future Branches Digital Summit  with Krystal Adams, vice president of member experience for Tucson Federal Credit Union.   Krystal is responsible for member experience across six retail branches and the credit union’s call center, as well […]

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’s online via mobile, or in-person. To best reach consumers in the moments that influence their decisions, leading brands have turned to intelligent appointment scheduling and communication tools to […]

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 growth of digital spending, it’s easy to overlook an important point — more than 90% of purchases still happen in-store, and consumers still value in-person interactions. They […]

Here’s How to Facilitate a Meeting That Delivers on a Customer-Centric PromiseIn today’s economy, consumers are firmly in the driver’s seat. They expect personalized service and instant gratification, and if they don’t receive it, data shows they’ll choose a competitor. That’s why savvy businesses need to embrace the “Power of Now,” engaging with customers on […]

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 desk, out of the office, or because you have closed for the night or weekend? Intelligent Appointment Scheduling (IAS) by Engageware offers automatic scheduling […]

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 all social apps. And a large chunk of that time is devoted to Facebook where users are scrolling, chatting with […]

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 time to meet for an appointment? Maybe there would be time for more appointments and meetings if so much time wasn’t wasted trying […]

Scheduling appointments has never been easier with Reserve with Google powered by Engageware. Reserve with Google is a direct way of enabling prospects and customers to gain access to immediate appointment bookings. It skips the hassle of scouring a website looking for the phone number to call. Automated phone answering services can be a labyrinth […]

At Engageware, our appointment scheduling solution features the tools that help businesses and professionals manage their busy schedules of appointments and meetings more easily and effectively. Also known as appointment booking software, companies use our scheduling tools to easily automate various tasks, automatically schedule confirmed meetings, and increase show rates by sending calendar invites and […]

Mobile Appointment Scheduling Interactive Calendars That Work Seamlessly Across Devices Engageware’s online appointment scheduling app provides a positive, personalized user experience to your customers while allowing your employees to focus on value add efforts for your business. Engageware’s Intelligent Appointment Scheduling connects prospects and customers with the right employee on your team by linking your […]

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 organizations are turning to online appointment scheduling to help drive growth and customer loyalty. Fueled by consumer demand for live interactions when and where they want […]

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 a positive effect by forcing us to be more organized and on top of things when we are at work. But just because you’re […]