Best Practices

By Kelly Wilson in Best Practices - Jan 4, 2019

The importance of customer journey mapping before implementing your new technology solution

Implementing new technology is a huge undertaking, and when the solution is customer-facing, you want the rollout to be as seamless as possible.  One of the ways you can ensure your front-end technology performs from the get-go is to map out the customer journey with your new solution at the beginning of the implementation process. […]

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By Kelly Wilson in Best Practices - Dec 26, 2018

Banking Initiatives for 2019

On average, banks have become bigger, more profitable and better capitalized over the last decade, but what is the key to their success? The digital transformation in the financial services industry has allowed the customer experience and operational processes to be greatly enhanced in many financial institutions, leading to their increasing success. What can we […]

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By Kelly Wilson in Best Practices - Dec 19, 2018

The Importance of Setting Benchmarks for your New Implementation

Going through the process of choosing and then implementing a new technology solution is no small feat. You want to ensure that, once implemented, your new solution delivers measurable results against your organization’s KPIs. One way to ensure you are getting the best ROI from your new appointment scheduling solution is to set benchmarks during […]

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By Kelly Wilson in Best Practices - Dec 5, 2018

The Importance of Investing in a Training Program for your New Technology Solution

Organizations go through the process of identifying the issues affecting their operational processes, acquiring buy-in from decision makers and assembling their implementation squad, however, what good is it doing all the right things while failing to invest in team training with your technology vendor? Implementing new technology is great, but if you don’t know how […]

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By Kelly Wilson in Best Practices - Nov 21, 2018

The Importance of Assembling your Implementation Team

Choosing a solution to implement in your organization can be a tumultuous process. Start improving efficiencies within your organization and take advantage of every feature that enables you to roll out your new solution and experience its benefits as soon as possible. One of the ways you can ensure your new solution is implemented as […]

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By Kelly Wilson in Best Practices - Nov 7, 2018

Secure Early Buy-in from Decision Makers

Mirroring the customer service trends evident in retail and other industries, bank and credit union customers are seeking to interact with their financial service provider in new ways. In response, many FinServ organizations are beginning a front-end (and back-end) digital transformation. Choosing the right technology solution for your organization is the first big hurdle, but […]

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By Kelly Wilson in Best Practices - Oct 24, 2018

5 Tips for a Successful Technology Implementation Process

Choosing the right technology for your organization can be difficult, let alone navigating the roll-out and launch process.  Selecting the right solution is important for the success of your business, but planning a streamlined roll-out is also critical.  What can you do to ensure a smooth roll-out and launch of your new technology? We sat […]

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By Kelly Wilson in Best Practices - Oct 9, 2018

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. Currently, customer experience expectations are on the rise and offering your customers a traditional experience is not going to cut it for much longer.  New technology has made it possible for other […]

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By Kelly Wilson in Best Practices - Sep 5, 2018

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 likely to retain customers, and 19 times more likely to achieve […]

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By Kelly Wilson in Best Practices - Aug 8, 2018

Why Partner with a FinTech to Keep up with the Future of Banking Technology?

Last year over 70% of financial institutions globally placed “improving the customer experience” as one of their top 3 strategic priorities.  The financial services industry is evolving at a rapid rate, and many organizations are feeling the pressure to evolve the banking technology experience in order to retain customers and stay competitive. Banks and credit […]

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