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. […]
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 […]