A Year Post COVID: Digital Banking
Data reveals banking customers turn to digital at higher rates one year post COVID outbreak It didn’t take long for people to surmise that COVID would “forever change the way we [insert adjective of choice].” Live, work, dress, exercise, socialize, etc. Within weeks (if not days) of the stay-at-home mandate in mid-March 2020, countless headlines […]
How the TimeTrade and SilverCloud Merger Benefits iTHINK Financial and other Credit Unions
Learn how the merger of TimeTrade and SilverCloud benefits credit unions and the important role their combined technology plays in iTHINK’s digital branch strategy.
What Is the Best Tool for Scheduling?
Today’s customers expect convenience. If you’ve ever had to make a call and wait on hold—or go back and forth for several emails—to schedule an appointment, you know it’s not always easy. The fact is, appointment scheduling should be easier, both for customers and employees alike. An advanced meeting scheduling tool, like Engageware, that can automate […]
Key Information Security Concerns to Consider When Looking for an Appointment Scheduling Vendor
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 […]
The Ultimate Guide to Fixing Banking Policies & Procedures
The Problem with Banking Policies and Procedures Regardless of whether you call the problem a procedure management, policy management, knowledge management, knowledge base, or intranet problem, Banks and Credit Unions all struggle with the same issue. Your policy, procedure and product Information is typically stored as docs or PDFs. Its nearly impossible for your frontline […]
How Do I Set Up An Appointment Booking System?
Without an intuitive and effective solution for appointment scheduling, you might not be providing the best possible customer experience. It’s a simple enough concept—making it easy for your customers to do business with you—but not every online booking system for business is created equally. What makes an online booking system effective? Can you set up […]
Meeting the Increasing Demand for Credit Union Appointments
As credit unions continue to adapt their operations to the COVID-19 pandemic and re-openings, the demand for appointments continues to climb as members look for different ways to interact with their financial institution. In January 2021, credit unions using Engageware online appointment scheduling saw a 166% increase in the number of appointments scheduled per branch, […]
Can I Create an Online Booking System?
When it comes to setting and managing customer appointments, having a reliable (and not overly-complicated) appointment scheduling system in place can relieve a lot of problems and missed opportunities for your organization. This is especially true when you create an intuitive, self-service online booking system for business for managing all appointments. It’s important to note […]
Winning with Customer Experience: Are you leaving your customers out in the cold?
Branch closures and social distancing measures over the course of the last year have drastically reduced the human interaction that differentiate community banks and credit unions. The unfortunate result? Many customers are being left out in the cold. As we approach one year of COVID restrictions, customers expect that your credit union or bank have […]
A personal offer from a Massachusetts resident and business leader…
The news last week about the COVID-19 vaccination scheduling issues in Massachusetts is alarming, but not surprising. As the CEO of a company that specializes in appointment scheduling, Engageware, I’ve witnessed the impact of appointment scheduling can have. When done right—with purpose-built tools–it creates a seamless experience for both the consumer and the business. When […]
Why Branches must close the gaps in the CX Strategy
Today’s customers expect omnichannel experiences requiring branch networks to provide seamless access to information, services, and trusted experts wherever and whenever they engage. Yet as banks accelerated their digital transformation last year, many discovered gaps in their online strategy and inefficient customer interactions in the absence of physical branches. Engageware recently presented at Future Branches […]
How Do You Keep Track of Client Appointments?
If your business has a high volume of appointments to track, paper calendars or even a free appointment scheduler aren’t going to cut it—you need an enterprise-grade scheduling solution. All of your clients, prospects, and team members deserve a high-quality appointment scheduling experience, from the moment they first hear about your business to the post-appointment engagement. […]