Optimize Staffing During the COVID Crisis
COVID-19 has changed how every organization interacts with its clientele. Tasked with everything from new cleaning and sanitizing regimens to enforcing social distancing guidelines, banking leaders struggle to balance customer or member satisfaction and safe, efficient operations. Stephen Griffin, Senior Vice President, Regions Bank and Jean-Pierre Lacroix, president of SLD, a pioneer in designing retail […]
How Regions Bank Makes Customers Feel Safe
While many states are reopening or adjusting their restrictions, banks and credit unions must deliver nimble responses to demands from customers and employees for safety. As COVID becomes a long-term reality, striking the right balance between efficient operations, growth and safety for consumers and employees is key. To gain insights into the strategies banks and […]
What To Do in the Absence of Bank and Credit Union Conferences this Year
For many of us, bank and credit union conferences allow the opportunity to step outside of our day-to-day norm and enter into a real-life showcase and lively conversation with like-minded banking professionals, industry leaders, and cutting-edge solution providers. This year, however, has proven to be a bit different. Just as the 2020 bank and credit […]
How to Keep Virtual Meetings Engaging
While essential businesses across the country are slowly reopening, large enterprises are encouraging employees to continue working from home. Sales travel also remains on pause. The best way to stay connected with your team, sales prospects, or clients is to engage with them in the most personal way possible right now. That’s largely through the […]
Retail Experience Package Helps Brands Safely Re-open Locations with Virtual and In-Store Appointments
Retailers are beginning the reopening process, but the landscape has changed dramatically in a few months. Consumers are uncertain about how they want to interact with brands, and a patchwork of guidelines across states impacts how and when national retailers can open their doors regionally. Engageware created the Retail Experience Package to help address these […]
How Fifth Third is Sustaining Customers & Community During COVID and Beyond
When COVID caused widespread closures in March, Fifth Third Bank pivoted quickly. They closed branches to walk-ins, promoted drive-thru window transactions, and extended the ability to make one-on-one appointments to all customers who wanted to meet with a banker either in-person or by phone. As part of the recent Future Branches Digital Summit, Engageware had […]
BankNewport’s Amy Riccitelli on Pandemic Banking and How Appointment Scheduling Made the Difference
Online and traditional media outlets have been well populated with stories of the ways that banks and other financial institutions have responded to the pandemic, and how, despite the disruptions to our normal way of doing business, have provided unparalleled levels of service to their customers in need. We spoke to one of Engageware’s many […]
David’s Bridal Turns to Appointment Scheduling to Engage Shoppers Virtually
Retailers across the country are actively planning how to safely reopen their doors or welcome customers virtually as COVID-19 social distancing orders are rolled back across the country. While experts don’t know exactly how customers will feel about shopping in stores, they are all in agreement that retail will be different in the months, and […]
Are Retailers Ready for Increased BOPIS Demand?
As states begin to gradually reopen their economies, retailers are preparing for what’s next. Brands are now re-imagining the world of physical shopping, factoring in new operational and hygiene processes, redesigned store layouts, and social distancing practices to ensure employee and customer safety. One trend that analysts expect to remain long after the pandemic subsides […]
Top 4 Trends for Improving The Banking Customer Experience in 2020
With so many predictions and trends swirling around, we’ve picked the top 4 banking trends we think are most important for banks and credit unions to pay attention to – and act on – in 2020. Note – They don’t involve blockchain or FinTechs, but rather key, yet manageable tweaks you can make to improve […]
Turn Automated Appointment Scheduling into Productive Meetings
As more meetings go online or are held on the phone due to the current health pandemic, there’s going to be virtual meeting fatigue. But there are ways to avoid common pitfalls and turn scheduled interactions into productive exchanges. Being prepared, keeping everyone focused on the agenda, and ensuring that each meeting is as personal […]
Beyond Appointment Scheduling: How to Improve Your Pipeline Automation
4 tips to overcome common barriers and grow your pipeline A robust pipeline is always important, but it takes on even greater importance now in an era of uncertainty, where sales decisions will undoubtedly face delays. One of the first ways that sales members traditionally meet and connect with prospects is through a virtual or […]