East to the West – Future Stores 2016 Just Weeks Away
It’s time to reimagine retail in today’s society, and explore what’s next. With just five weeks until show time, the Engageware team is gearing up to head to Seattle, the Coffee Capital of the World, for Future Stores 2016. This past quarter, Engageware was excited to share our State of Retail 2016 report, which surveyed […]
Engageware Heads West for The Business Banking Conference
It’s been a busy year so far for the Engageware team, and as April comes to a close it’s time for us to hit the road once again. We’re heading to Bloomington, MN next week for Barlow Research’s Business Banking Conference, May 2nd and 3rd, 2016. The show agenda is packed with two days of […]
Mobile Technology in Education Enables Post-Grad Career Guidance
According to the New York Federal Reserve, 44% of college graduates are currently underemployed, meaning highly skilled but working in low paying jobs. And, as graduation season approaches, today’s students are spending a lot of time with their academic advisors and at campus career centers, as they search for post-graduation opportunities. At the same time, […]
How Girard Financial Group Delivers the Best Experience for their Clients
Delivering Unprecedented Personalized Service Addressing the needs of individuals, families and corporations in central Massachusetts, Girard (G9) Financial Group, LLC is an independent, full-service financial planning and investment firm specializing in total asset management. Its offerings include but are not limited to: investment, estate, education, insurance, and income tax planning. Girard Financial Group “walks the walk” […]
Financial Advisor Best Practice Q&A with Dan Girard
Girard Financial Group is an independent investment and insurance services financial advisory firm based in Millbury, Massachusetts. President and Founder Daniel F. Girard Jr. LUTCF says, “Many of our clients retain us to be their personal CFO. We do that through a mix of professionalism and outstanding service to both individuals and small to medium […]
Consumers Want to Meet with a Bank Associate
Though today’s hot conversations revolve around the “digitization of everything,” what Engageware’s latest research reveals is that consumers are actually looking more and more to in-person interaction. Engageware recently surveyed 2,064 consumers about their banking experiences, perceptions and behaviors. Nearly half (43%) of respondents indicated that they visit their branch 10 times per year or […]
Top 3 Banking Call Center Best Practices
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 […]
Customer Spotlight: C Spire
Earlier this month we highlighted our work with one of our great finance customers, Logix Federal Credit Union. The post gave an overview of the problem Logix was facing, why the company turned to Engageware, and how we helped address the issue. Now it’s time to dive into a different industry with another great customer […]
Customer Spotlight: Logix Federal Credit Union
Engageware is privileged to work with leading brands – we’re proud to help our great group of customers improve in-person service and deliver a true “concierge” experience for their clients. This week we wanted to take a closer look at the work we’ve done with one of our great banking customers, Logix Federal Credit Union. […]
Employees First: Equipping Employees with the Skills to Deliver in Today’s On-Demand Economy
Consumers now want on-demand help, whether it be for car service or making a purchasing decision, and today’s leading companies are shaping this expectation by providing this help immediately, no matter what channel. These organizations are setting the bar very high for customer experience as they provide affordable help in real-time. This concierge-like service model […]
How to Eliminate Scheduling Headaches this Tax Season
Did you know that the “typical” accountant works 60 hours per week during tax season? Three things will help you make the most of your precious time: Get control over your schedule Simplify the process of coordinating client meetings. Group client meetings into blocks of your day to avoid context shifting Fact: The annual tax prep […]
Time and Control: Financial Advisors’ Most Valuable Assets
Most advisors complain they wish they had more control over their time and work schedule. “Doing More with Less,” – a fascinating FPA 2014 Time Management and Productivity Study found that of 750 advisors surveyed: Only 13% of advisors feel in complete control of their time and 10% in complete control of their businesses; over […]