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How to Eliminate Scheduling Headaches this Tax Season
Did you know that the “typical” accountant works 60 hours per week during tax season? Three things will help you make the most of your precious time: Get control over your schedule Simplify the...
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How Girard Financial Group Delivers the Best Experience for their Clients
Delivering Unprecedented Personalized Service Addressing the needs of individuals, families and corporations in central Massachusetts, Girard Financial Group, LLC is an independent, full service...
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10 Tips for Financial Advisors for Client Loyalty
Meeting the full-service advisory needs of individuals, families, business owners and senior executives, this award-winning, fast-growing firm has earned a reputation for solid counsel combined with...
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Arizona Federal CU Chooses TimeTrade to Personalize Customer Service
When the team at Arizona Federal Credit Union wanted to deliver personalized member services and improve in-branch efficiency, they chose TimeTrade. The Phoenix-based credit union has more than 125,000...
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Microsoft Announces Upcoming Scheduling App for Small Businesses—But What...
On July 20, Microsoft introduced a new feature of its Office 365 suite called Bookings. It’s a scheduling application designed for small business, and is slated to ship later this year for Office 365...
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Client Focused Advisors Lives Up to Its Name
The ongoing impact of the 2008 financial crisis, along with expanded federal regulations and compliance requirements are shaking up Wall Street and the financial advisory market. While many financial...
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How a Wireless Carrier Uses TimeTrade to Serve its Customers
Appointment scheduling can benefit any retailer by making it easy for their customers to connect with them for personalized conversations. This technology not only lets retailers provide a service...
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Why Millennial Consumers Want Personalized Service [Infographic]
Share this Image On Your Site Brought to you by: http://www.timetrade.com Millennials, those between the ages of 20 and 35, are fast becoming the most prominent and desirable demographic group for...
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Do Customer Loyalty Programs Really Work?
Customer loyalty programs and memberships have been around for decades. Consumers love the idea of saving money, receiving exclusive offers, and getting priority service from their favorite retailers,...
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10 Ways to Use Email and Online Appointment Scheduling to Turn Prospects into...
Everyone loves a good list, right? I’m going to assume you said “yes,” and dive right in. This is a list for sales professionals of 10 proven ways to shorten the distance from lead to sale by using...
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