TimeTrade Teams Up with Verint for Banking Solution

TimeTrade, a provider of online appointment scheduling, has partnered with Verint Systems to offer a solution to help banks convert first-touch interactions into high-value, long-lasting relationships throughout the customer journey.

Through this partnership,the TimeTrade platform will integrate with the Verint Branch Workforce Optimization solution, enabling customers to research financial products and services and schedule appointments to meet branch professionals.The combined offering can also schedule remote financial specialists to meet with customers and branch employees by video conference.

Following these interactions, key metrics can be automatically added into the bank's performance management scorecards, enabling them to track customer satisfaction, gauge customer wait times and other efficiencies, determine interaction success rates, and identify areas for training and development.

"A top priority of the retail banking organizations we serve is to provide superior experiences to their customers, both on- and off-line, with the goal of also growing revenue," said Chris Zaske, global vice president of strategic operations at Verint Enterprise Intelligence Solutions, in a statement. "Partnering with TimeTrade and integrating with its platform supports this goal by helping our financial institution customers optimize branch personnel by scheduling their time to meet with customers and better utilize their capacity. By making it easy for customers to schedule appointments in advance, banks are connecting digital interactions with skilled branch associates that can improve close rates as well as provide follow-up on future cross-sell and up-sell opportunities."

"In-branch service has been suffering, and banks are losing customers as a result," said Gary Ambrosino, CEO of TimeTrade, in a statement. "We recently did a study and found that 60 percent of consumers lack a personal connection to their banks. In the same study, we found that a significant majority (83 percent) are willing to come into a branch during a week day if offered a guaranteed time to meet a representative."