Retail Banking
Bank Appointment Scheduling Software
Intelligent Appointment Scheduling / How We Help / Your Industry / Retail Banking
Integrated scheduling
software for retail banks
Be the bank customers love. Transform your
bank and provide a true omnichannel
experience. Even in a mobile-driven economy,
customers still value an accessible, personal
connection with their bank. That’s why ten of the
top 20 banks in the country trust our
appointment scheduling software for retail
banks.
B2C buyers seek increased engagement from all brands selling them
products and services. 83%of buyers are likely to schedule an
appointment if o ered by a business.
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P RO VIDE A S E RVICE G U A RA NT E E
Relationship-centric banking
Provide every customer a guaranteed time to
talk with “We’ve been expecting you” service.
When a customer enters your branch with either
a pre-booked appointment or as a walk-in, the
appropriate staff member will assist them every
time.
E X E CU T E S U CCE S S FU L CA M PA IG NS
Maximize digital channels and
amplify marketing e orts
Capture and convert customers from your
website, email campaigns or social channels to
in-branch or virtual appointments. Easily
demonstrate campaign success with reports
that provide visibility into which campaigns
directly in uenced in-branch tra c.
M A NAG E BRA NCH T RA FFIC
Improve in-branch
customer ow
Your customers hate to wait. Long lines and
ine cient service can leave them frustrated,
and they may not return. Effectively manage
lobby chaos and provide customers a quick
lobby chaos and provide customers a quick,
easy way to get assistance when they walk
into your branch, increasing satisfaction and
loyalty.
CRE AT E VA LU A BLE INT E RACT IO NS
Improve call center
satisfaction
Equip call center reps to better respond to
customer needs by giving them the ability to
schedule appointments for customers in-branch,
by phone or virtually, with the right banking
professional. This reduces time on hold and
increases call resolution results. Customers also
can book a future appointment—even after call
center hours—by using Interactive Voice
Appointments.
M A KE BA NKING HU M A N
Build the branch of the future
Even in an online world, customers still want to
interact with a professional they trust before
making important nancial decisions. Providing
the right resource is critical when your
customers need assistance—whether it’s over
the phone, virtually or in the branch.
A Scheduler to t every need
TimeTrade Scheduler is available in four deployments to t your unique business needs.
Need help deciding what appointment solution is right for you?
Enterprise
Solve the challenge of scheduling multiple locations, staff and resources with Intelligent Appointment
Scheduling™ and queue management built for organizations that need a highly scalable and secure solution.
Events & Classes
Simplify event and class registration allowing organizations to execute experiential buying programs at scale
strengthening the value of their brand and customer loyalty.
Salesforce
Leverage the combined power of the world’s leading intelligent online appointment scheduling system booking
meetings right within the world’s leading CRM solution: Salesforce.
Small Business
Harness the power of Scheduler’s key capabilities in an easy-to-use, self-service format designed to meet the
speci c needs of small business teams and individuals.
Related resources
Be the Bank Customers
Love
When customers book an appointment to
visit your branch, they’ll be matched with the
employee best quali ed to serve them.
Download ›
How Regions Bank
Connects with Customers
Regions improved customer experience
enabling customers to book meetings
across all devices and channels.
Watch Video ›
Enabling In-Branch
Associates Through
Phygital Initiatives
More banks are blurring the lines between
digital channels and the experience available
to customers when they visit a physical
branch.
Download ›
Schedule a Call With TimeTrade
SCHEDULE A MEETING
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