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Rethinking Customer Loyalty Strategies in Uncertain Times

While many institutions have accelerated their shift to digital, the right mix of human interaction and technology remains critical.


COVID-19 has forced banks and credit unions to rethink and accelerate new strategies to ensure consistent customer service and maintain trusted relationships in uncertain times. And while many institutions have accelerated their shift to digital, the right mix of human interaction and technology remains critical.

A recent consumer survey found that 65% of respondents said they prefer human expertise when receiving financial advice. That sentiment explains the dramatic increase in banking-by-appointment. Since the beginning of the pandemic, TimeTrade has successfully booked over 6 million appointments for financial institutions — and is delivering over 250,000 appointments per week — to connect their customers to their clients and members.

During the webinar, you’ll hear:

  • Lessons learned: How Associated Bank, recently named by Forbes Magazine as one of the World’s Best Banks of 2020, mitigated the pandemic’s disruption to in-person customer service that consumers expect
  • How loan departments have utilized appointment scheduling to save time and increase efficiency
  • Best practices to maintain trusted consumer relationships using banking-by-appointment.
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