Growing Relationships and Assets with Intelligent Appointment Scheduling
How Financial Advisors and Relationship Managers Can Create Personal Connections that Build Trust and Drive Growth with Appointment Scheduling As Financial Services battlegrounds are redrawn, there is a renewed urgency for more personalized client interactions. The financial services industry is in the midst of a major transformation. Driven by technology advances, shifting US demographics, and […]
What Is the Purpose of an Appointment System?
At their core, appointment scheduling systems are designed to enable the seamless end-to-end management of digital appointment booking. In the past, implementing an appointment scheduling system was entirely optional and now has emerged as a core component in a robust customer engagement strategy. However, as the demand for streamlined digital scheduling experiences increased, the disadvantages of […]
3 Ways Appointment Scheduling Can Help With Loan Growth
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 […]
Top 5 Things NATCO Credit Union Learned From Implementing Appointment Scheduling
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 […]
Then, now, and next: The history of Engageware Appointment Scheduling
Consumers have scheduled over one billion appointments with some of the world’s leading organizations utilizing Engageware’s Appointment Scheduling. To mark this historic milestone, we spoke with John Loring, Chief Technologist and co-founder, to understand how the industry-leading appointment scheduling solution originated, to how it is helping organizations grow revenue, optimize efficiency, and deliver exceptional customer […]
4 Signs That Your Bank or Credit Union Has a Knowledge Management Problem
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 […]
Which Tool Is Used to Schedule Meetings?
Appointment scheduling at the enterprise level takes a special kind of meeting scheduling tool, one that will support your business in the most efficient and lucrative ways possible. Meetings and appointments are the lifeblood of a business, and if they aren’t handled with the right tools and methods, you could face missed opportunities, lost revenue, […]
In Their Own Words: Engageware Employees Share What One Billion Means
Enabling consumers and businesses to schedule over one billion appointments is no small feat. As the saying goes, “it takes a village” and the same can be said for this occasion. It takes a village of smart, passionate and dedicated employees to build, maintain, and enhance the world’s leading appointment scheduling solution. Meet some of the long-time employees of Engageware who […]
Behind the Data of One Billion Appointments [Infographic]
It is official – over one billion appointments have been scheduled on Engageware’s Appointment Scheduling solution! The scheduling of more than one billion appointments is a momentous occasion demonstrating the increased demand for appointment scheduling and just how instrumental the technology has become in providing customers a more personalized, engaging experience. It is evident how much consumers have latched onto the practice of scheduling […]
Podcast: Taking Customer Engagement To The Next Level
Bill Clark, Engageware CEO, on the Bankadelic Podcast What is customer engagement? How is it defined in the realm of financial services? Recently, Bill Clark, Engageware CEO, joined Lou Carlozo to discuss just that on Bankadelic: The Colorful Side of Finance. Following Engageware’s recent rebrand in late July, Bill Clark shares why the company formerly […]
How Associated Credit Union Unlocked Knowledge Management
Knowledge Management Unlocked with Associated Credit Union’s AVP of Learning & Development A learning and development executive shares insights from her financial institution’s eight year journey from business continuity to knowledge management success and the impact it has had on the credit union’s mission of “people helping people.” Meet Annia Pereira, Assistant Vice President of Learning and […]
Digital-First Banking Trends and the Change in Consumer Behavior a Year After the Pandemic
Bill Clark, CEO of Engageware joined credit union expert Robert McGarvey on the CU 2.0 Podcast to discuss the latest digital banking trends. Engageware recently released its Digital-First Banking Trends Report. The report examines usage trends related to digital self-service and appointments as financial institutions navigated the challenges of the pandemic from March 2020 through March 2021. Listen here. […]