Best Practices

To overcome the current staffing challenges, banks and credit unions need the late majority and laggards who have been resistant to digital banking to adopt basic online and mobile banking features to ease the burden on the front-line staff. Read on to learn more Digital banking and digital self-service have long been considered the future of […]

Loan growth is a hot topic and consistently ranks 1st or 2nd for strategic priorities for banks and credit unions. Lending is a complex business that extends across many different tools, processes, and people within the institution.  We understand that, and this article is NOT the definitive guide to lending – instead we want to […]

NATCO Credit Union implemented Engageware’s Appointment Scheduling solution in October of 2021. In this Engage with Banker’s customer show & tell session, NATCO’s Karen Houser, Director of Marketing, and Kimberly Davis, Director of Sales and Services, reflect on the implementation process.  They share 5 things they learned and other institutions should consider as they implement […]

As we enter 2022, employee experience and empowerment is on the mind of banking executives. Staff shortages, increased service levels, onboarding new hires, training on new technology and systems, work from home challenges – this is one topic that is not going away anytime soon. What if one of the top challenges with your employee […]

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 intense pressure to maintain secure integrations across all of their business processes—including those involving external vendors. Regardless of the service, it’s more important than ever to work with trusted vendors. For […]

Lori Bocklund of Strategic Contact and DJ Haskins from Engageware outline what survey data of 100+ CU contact center leaders reveals about the changing contact center, and how your center can better respond to today’s member needs. This webinar was hosted by Creditunions.com  Highlights and key takeaways: 2020: The Year of the Agent The January […]

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 turn scheduled interactions into productive exchanges. Being prepared, keeping everyone focused on the agenda, and ensuring that each meeting is as personal […]

A recap of the recent webinar – 3 Opportunities the COVID-19 Crisis Uncovers for Improving Bank Operations. The impact of the Coronavirus crisis has been profound; on our personal lives, to our businesses and the economy. Bank and credit union leaders have had to make tough decisions to quickly adapt their strategies, physical branches, and […]

As the events of the last few weeks unfold, there is no questioning it  — we have found ourselves in an unprecedented situation – locally, nationally, and globally. The changing tide of the COVID-19 pandemic has set forth widespread economic, health, financial, and lifestyle changes, and it seems that no business, industry or sector remains […]

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 face the hard task of being self-quarantined at home to the average high school athlete’s spring sports season being entirely canceled, people have to deal with the “new normal” while health […]

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 people. Not just consumers, or staff… People! With everyone inundated with email marketing and other notifications, it’s easy for your opt-in notices to go…well unnoticed!   According to a […]

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 […]

It's always a good idea to create a user experience on your website that is rich with interactivity but also provides visual and contextual continuity for the visitor. Many Engageware Professional and Workgroup edition users are interested in allowing customers to click-to-schedule with them but would love to have the booking process take place without leading the visitor away from their company website.

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 conversations with chatbots or waiting days to weeks for a response from your contact forms. This is where the addition of a “Schedule-a-Demo” feature on […]

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-on-one appointments with VIP customers for services that range between consultations to preview nights. Regardless of who your customer or prospect is, booking the […]

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 domestic goddess of decluttering walks Americans through the process of embracing minimalism, and only keeping items that spark joy. While her method might seem like it’s best put […]

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 quick Top 10 list. Enjoy, and we look forward to bringing you more engaging content in […]

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 goals and deliver a truly omnichannel and personalized in-branch experience. A new report from WBR Insights’ Future Branches division, Enabling In-Branch Associates Through Phygital Initiatives, […]

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 want to engage when, where and how they want, across multiple channels. Web, mobile, app, or phone — all represent viable Millennial engagement options that financial services sellers must tailor to […]

Successful marketing depends on creating an omnichannel customer experience that is integrated across platforms, and that includes leveraging social media engagement as a means of reaching customers. People spend hours every day on their phones and on social media, and if you’re not capturing at least some of their attention, that means that they’re engaging […]

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 B2B Sales. Just like consumers, businesses looking to purchase technology and services from other businesses expect fast and knowledgeable service. But what do you do after hours? […]

The long-anticipated General Data Protection Regulation (GDPR) went into effect on May 25, and European privacy groups are wasting no time leveling its enforcement provisions against the likes of Google, Facebook, and Instagram. Complaints against these tech giants could carry fines of up to $9.3 billion in total, so it’s important to get any last […]

Scheduling inbound appointments through Facebook has never been easier. Connect with your followers and allow them to engage with you any time – day or night and book confirmed appointments from your Businesses Facebook page. To get this working, here’s what you’ll need. An Active Facebook page with administrative access An Engageware Account (Sign up […]

While the majority of your colleagues are finalizing holiday vacations, preparing dinner menus and ducking out during lunch breaks to finish the last of their shopping, sales professionals often spend the final days of the year hunched over their desks analyzing a shrinking pipeline. Because B2B sales cycles continue to grow—many of them now lasting […]

Dreamforce is huge. Attempting to summarize an event with 170,000 people, more than 2,700 sessions, 50 parties, and a myriad of partner locations, special events, and extra-curricular activities is a challenge. From my perspective, Salesforce draws three main audiences to Dreamforce: investors, customers and partners. As an investor, wherever you went in San Francisco, you […]

Do you work in or manage a call center at a bank or credit union? If so, you know the many challenges that come with effectively and efficiently answering every customer call – questions spanning the vast array from tech assistance to products and services offered at your financial institution. Proper knowledge management for your […]

Are you a Engageware user or looking to start using an Online Appointment Scheduling Solution? Then let everyone know you’re available to book a time with them. Whether you’re prospecting from Twitter, Facebook, or your website, by adding the “Click-To-Schedule” Twibbon to your Facebook and Twitter avatar, you’ll be letting your prospects and followers know […]

We have a lot of clients that offer consulting services, whether they are Life Coaches, Career Coaches, Business Consultants, or Personal Trainers, that need a way to not only schedule meetings with clients by using a Click-To-Schedule button, but to bill them as well. By using Paypal to accept payments from your clients, you can […]

TimeTrade gives you the ability to offer up carefully selected sets of availability based on who you are scheduling with and the nature of the appointment. You have control over what times you select to offer up and on which days. However, if TimeTrade doesn't know what times you've already got booked in your Outlook calendar when someone clicks to schedule with you, you run the risk of double-booking. That's where the TimeTrade Outlook Connector comes in.  By enabling the Outlook Connector, you let TimeTrade and Outlook talk to each other, ensuring that both are updated each time an appointment is booked.