TimeTrade Listed as One of the Top 10 Apps for Financial Advisors
TimeTrade’s click-to-schedule platform boosts advisor efficiency and eliminates the call, chase, wait routine with clients
“Financial advisors can’t afford to waste time chasing after potential clients, just to schedule a meeting”
“[TimeTrade] allows your clients to see when you are available for an appointment and to choose the time that works for them,” according to ThinkAdvisor. “No more back and forth among missed calls and emails while you try to set up meetings.”
Maximizing efficiency is critical to maintaining a profitable firm. Clients will walk away if they don’t feel valued – and the problem starts when their advisors are unreachable. A lack of attention is one of the top reasons why clients pull the plug on their current financial advisors, according to Covester. The average advisor who juggles up to 80 active clients is throwing money away by wasting time scheduling meetings.
“Financial advisors can’t afford to waste time chasing after potential clients, just to schedule a meeting,” said Gary Ambrosino, CEO of TimeTrade. “We’re building stronger connections by removing the call, chase and wait from the equation, and replacing it with a one-click fix.”
The world’s most well respected brands in retail, banking and industries worldwide use TimeTrade to deliver on their brand promise of a truly personalized customer experience. TimeTrade’s Responsive Customer Engagement Platform allows consumers to connect with a brand, anywhere, anytime – and then gives companies deeper insight than ever before about what consumers want next. The result: higher sales and lifetime, repeat customers.
TimeTrade integrates easily with enterprise sales, marketing, service, CRM, and business process management systems to accelerate bottom-line business results and drive inbound sales, while enhancing customer experience and loyalty.
More than 100 million connections have been made between consumers and businesses using TimeTrade’s scalable Responsive Engagement Platform, directly translating into more than $2 billion in commerce every year.