Resources For Banking & Insurance

If you work in the financial sector, this is your resource hub. Check out our articles, guides, and expert advice to help you improve your business.

Schedule An Appointment In The Digital World - Top 6 Hacks

Schedule An Appointment In The Digital World - Top 6 Hacks

March, 23 2021

One. Two. Three. Imagine if you could schedule an appointment just like that. No more staying on hold forever, or waiting for a terse email back only to inform you that the time slot you selected isn’t available, and you’re going to have to wait another three weeks for...

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How To Transform Financial Services Appointments With Schedule Builder

How To Transform Financial Services Appointments With Schedule Builder

December, 16 2020

Since the early days of banking, technology has come a long way. Paperwork is finally going digital, and most financial institutions have turned to mobile apps for a new way to serve their clients. But even amidst the shift to the internet, most financial centers are...

Choosing an Online Scheduling Assistant - Our Top 5 Picks

Choosing an Online Scheduling Assistant - Our Top 5 Picks

December, 2 2020

Let’s kick this off with a bold, yet truthful statement: Traditional appointment scheduling sucks. It’s inefficient, it’s a task that requires a staff member to constantly be present, and it can even affect your bottom line when you consider that there are better ways...

Why Customers Should Never Wait In Lines Ever, Again!

Why Customers Should Never Wait In Lines Ever, Again!

May, 4 2018

Walk into a bank and you would find queues. Walk into a service center or even an Apple store and you would find customers waiting. In this age, nobody likes waiting which is essentially wasting time. But companies seldom have a strategy that can do away with queues....