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In the past, scheduling appointments has been difficult. It required fielding tons of phone calls, scribbling notes down on sheets of paper or a complicated spreadsheet, and navigating through a difficult filing system. But with online appointment scheduling, businesses and customers can schedule appointments without all that hassle. Because of the importance of appointments in […]

Virtual branches and virtual banking are a key strategy for financial institutions looking to improve customer service, expand their reach, and stay connected to their customer base. By offering customers the ability to schedule virtual appointments, banks and credit unions can provide a convenient and efficient way for customers to access their accounts and conduct […]

Banks and Credit Unions must provide a way for banking consumers to find the answers they need beyond normal business hours of eight to five, Monday through Friday.Read on to learn more Banking is no longer Monday – Friday 8:00 a.m. to 5:00 p.m. What happens when customers lose their debit card at dinner on […]

Retailers in 2022 face unprecedented challenges and opportunities. Increased competition from DTC brands has driven up customer acquisition costs. Consumers with more choices and higher expectations are quicker to move to the other brands. This has forced retailers to think differently about how they can make every shopper’s experience personalized and provide a seamless transition […]

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 […]

The ability for prospects and clients to easily and conveniently book appointments with your business is paramount. This type of on-demand appointment scheduling is becoming the expectation for good customer service, and if your businesses can’t deliver it, you risk your clients going somewhere else. Even using free scheduling applications can end up costing businesses […]

When it comes to appointment scheduling, customers and employees alike want an easy-to-use, feature-rich experience. To that end, having a top of the line online booking system for business specifically is becoming a bigger priority for enterprise-level companies. While choosing the best appointment booking system may seem straightforward, there are more factors to consider than […]

Meet Aimee Ten Eyck-Schaffer, Organization Procedure Consultant at OnPoint Community Credit Union. Working closely alongside the Training Department, Aimee oversees the OnPoint Community CU employee intranet and knowledge management system, commonly referred to as the “InfoCenter.” She partners with process owners across the organization to create content and ensure that institutional knowledge is reviewed annually.   […]

Online appointment booking systems allow customers and prospects to book appointments with your business across their preferred channels at the peak of their interest. It’s appointment scheduling made easy, eliminating the tedious, manual labor of traditional calling and calendaring. When you give people the option to click “Book Now!” or “Schedule Here!” any time of […]

Customer experience (CX) and customer engagement (CE) are not the same thing.   Unfortunately, businesses often view the two terms interchangeably, failing to acknowledge that there is a critical distinction. This difference is essential to understanding how an organization successfully interacts with its customers to build stronger relationships.   Organizations that feel they are covering all their […]

Providing members with meaningful interactions at the right time via the right channel is not a new goal for Affinity Plus Federal Credit Union.  Affinity Plus FCU launched Engageware’s Appointment Scheduling solution in 2019 and planned to introduce POPi/o’s video banking during the fourth quarter of 2020 to further provide their members with more ways […]

Staffing challenges are impacting businesses across the country and financial institutions are not immune. In Engageware’s ENGAGE 2023: Customer Engagement in Banking, Annual Trends Report, we surveyed over a hundred banking leaders to better understand their challenges and priorities for 2023. 53% reported staffing was the number challenge heading into 2023. When we asked about the contact […]