Peoples Bank Personalizes Consumer Banking with TimeTrade’s Omnichannel Appointment Scheduling

TimeTrade will help Peoples Bank elevate the in-branch experience with improved services, individualized attention

BOSTON—July 21, 2016—TimeTrade^®, the leading provider of appointment-driven personalization, today announced that Peoples Bank will use its appointment scheduling and mobile banking platform to enhance the in-person banking experience across its branches. The bank will leverage TimeTrade’s omnichannel
Banking by Appointment platform and other customer engagement capabilities to bolster account and loan activity through improved in-branch services.

Peoples Bank has been a community institution in the Bellingham, Washington, area since 1921, and remains a family-owned independent community bank. With almost $1.5 billion in assets, Peoples Bank operates 26 locations and three loan production offices throughout Washington. Peoples Bank prides itself on client dedication and service to its community beyond the business of banking.

TimeTrade’s omnichannel Banking by Appointment capabilities simplify online appointment scheduling, provide an exceptional customer experience, and deliver on the promise of personalized banking for mobile customers. Banking by Appointment will enable Peoples Bank customers to book in-branch or phone appointments or join the queue though a wide range of channels, including its website, mobile app, phone and text. This flexibility enables customers to determine the most convenient time for them to meet with a financial advisor and schedule that time via their preferred channel.

“TimeTrade provides a platform to our customers that gives them the ability to connect with their banker—when and where they want to arrange any in-person meeting,” said Jerimy Saldivar, vice president, Electronic Banking Group, for Peoples Bank. “The TimeTrade solution will give customers more access to our bankers through our expanding digital channels and help us personalize their relationship with Peoples Bank.”

TimeTrade’s State of Retail Banking 2016 Consumer Survey reveals that consumers crave personalized attention from their banks and strongly prefer in-person assistance when making significant decisions. Surprisingly, the survey found that tech-native millennials are the age group that most prefers to schedule in-person appointments with professionals to discuss major financial decisions. TimeTrade enables Peoples Bank to meet that need by connecting customers with the right bank employee, which helps Peoples Bank better serve and respond to customers’ individual needs and schedules.

“Be it online or in-branch, banks today must make each customer feel unique and valued, whether they’re performing day-to-day transactions or planning major financial decisions,” said Gary Ambrosino, CEO of TimeTrade. “Achieving this level of service is dependent on delivering personalized, timely in-person attention. We’re proud to help Peoples Bank deliver that individualized service by using our omnichannel, unified SaaS platform to develop more rewarding, personalized relationships with its customers.”

About Peoples Bank
Peoples Bank is a locally owned and operated, independent community bank with over $1.4 billion in assets. Headquartered in Bellingham, Washington, the Bank was founded in 1921 and operates 26 full-service branches and 3 loan production offices located throughout Washington. In their most recent rating, Bauer Financial awarded Peoples Bank a superior rating of five stars.

About TimeTrade
TimeTrade provides an omnichannel appointment-driven personalization solution to consumer retail, retail banking, health and wellness, higher education and telecom customers. TimeTrade’s SaaS-based appointment-centric customer experience solution enables customers to convert digital first touch interactions into a high-value, in-person meeting. TimeTrade has driven 400 million connections between consumers and businesses, directly translating into more than $3 billion in commerce every year.

TimeTrade is a registered trademark of TimeTrade Systems, Inc. All other company or product names may be trademarks of their respective owners.