Webinar | April 1, 2020 | 2 PM ET/ 11 AM PT

Banking By Appointment: The Right Engagement Model for a New (and Virtual) World Order

Steve Connolly Senior Director, Product Management TimeTrade

In this time of social distancing, many banks are moving to an “appointment only” model for customers who must still visit the branch. Still others are moving their customer engagement activity to virtual channels outside the call center, such as video conferencing, to maintain a high level of personal service while protecting both employees and customers.

But how can banks make this transition now, without jeopardizing customer satisfaction and loyalty?

TimeTrade has been the leader in appointment-driven banking for nearly 20 years, and in this live session, we’ll share what we’ve learned, review key considerations for both resource and location planning, and offer technology tips to help your bank quickly pivot to a fully virtual or ‘by-appointment only’ delivery model in just days.

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