3 tips for creating a positive appointment experience

As an appointment-driven business, you need to be delivering a premium appointment experience to your customers to ensure the success of your organization.  

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Is your organization experiencing the benefits that come with additional insights into customer behaviour?

With customer experience becoming a critical differentiator, many organizations are striving to improve the quality of the services that they offer.  A number of FinServ businesses, such as Scotiabank, have highlighted enhancing the customer experience as one of their…

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How many customers are you losing due to your current appointment booking process?

Are friction points in your appointment booking process turning away potential customers? As an appointment-driven business, in order to drive revenue into your branch locations, you rely on customers to reach out and schedule appointments with you. When this process includes…

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Help enhance traditional channels by digitizing your contact center

It’s no longer a matter of “if” banks will become fully digital, but “when”.  But the prospect of a digital transformation in the financial services industry does not necessarily mean the end of all traditional customer experience channels, like call centers. In fact, using…

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How Jackson Hewitt increased booked appointments by 41% and kept appointments by 8%

As an appointment-driven business responsible for over 2 million tax returns each year, Jackson Hewitt implemented Coconut Software to enhance the appointment booking process for both their customers as well as their staff.

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  • By Marketing
  • In Development
  • Posted September 12, 2018

Why banks are not keeping up with the digital transformation in their industry

There is a major digital transition occurring in the financial services industry at the moment and some organizations are moving faster than others. Has your organization found itself falling behind in the banking technology rush?  In this post, we’ll explore some of the…

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Track appointment analytics to gain valuable business insights

Customer analytics give your organization a full view of your customers, and insight into who they are, what they want and what improvements they believe your organization can make to better serve them.  In fact, companies that utilize customer analytics are 6.5 times more…

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Digitize your back-end processes to improve customer experience, increase efficiency and cut costs

In the race towards the future of banking technology, organizations are scrambling to stay ahead of their competitors and offer customers the newest, most innovative technology to reduce churn.  However, 87% of financial organizations don’t believe their current core systems…

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Improve operations in your organization through digitizing customer-facing channels

Customer expectations are ever-increasing with the continuous introduction of new technologies.  Digitizing customer-facing channels to keep up with these expectations not only improves customer experience, but can also improve efficiencies on the operations side.

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Digitize customer-facing channels to keep up with customer service trends

Consumers want to interact with your financial institution where, when, and how they want.  We live in an ever-evolving digital world that has streamlined many of the tasks in our day to day lives, such as checking out at the grocery store, buying clothes, and ordering food,…

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