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The Appointment Scheduling and Booking Industry Association

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Financial Services

Articles and News covering Financial Services appointment scheduling.
Click here to view Vendors offering Financial Services appointment scheduling.

Coconut Software Closes US$22M in Funding, Led by Klass Capital

October 5, 2021

Coconut Software Gets Investment from Klass Capital

Appointment scheduling and lobby management solution provider Coconut Software announced it has raised $28 Million CAD ($22.25 Million USD) in Series B funding. The round was led by Klass Capital, a Toronto-based, long term-oriented growth…

Categories: Appointment Scheduling, Financial Services, Mergers, Acquisitions & Investments, NewsCompanies mentioned: Coconut Software, Engageware, JRNI

TimeTrade SilverCloud & Kasisto Partner to Deliver Digital Assistant for Financial Institutions

July 21, 2021

Kasito+TimeTradeSilvercloud

TimeTrade SilverCloud and Kasisto have partnered to deliver a digital assistant, pre-loaded with banking specific content, and that enables financial institutions to automate digital interactions, enable self-service, and provide appointment scheduling. The combined Kasisto and…

Categories: Appointment Scheduling, Financial Services, NewsCompanies mentioned: Engageware

TimeTrade SilverCloud, POPi/o Partner to Serve Financial Institutions

April 20, 2021

TimeTrade SilverCloud, POPi/o Partner to Enable Financial Institutions

TimeTrade SilverCloud, an appointment scheduling provider, and POPi/o Mobile Video Cloud, a video banking technology provider, have announced a partnership to serve financial institutions. The integration will allow customers to schedule virtual meeting appointments with…

Categories: Appointment Scheduling, Customer Experience, Financial Services, NewsCompanies mentioned: Engageware

TimeTrade Acquires SilverCloud to Expand Financial Services Footprint

January 12, 2021

TimeTrade Systems, a leading provider of enterprise scheduling software, announced that it has acquired SilverCloud, a leading provider of knowledge management solutions for banks and credit unions. The new combined company will be called TimeTrade…

Categories: Appointment Scheduling, Financial Services, Mergers, Acquisitions & InvestmentsCompanies mentioned: Engageware

Appointment Scheduling is the ‘New Normal’ in Banking

December 23, 2020

The Financial Brand article “Online Appointment Setting Will Become the ‘New Normal’ in Banking” confirms what many of us already know: the pandemic has accelerated the use of online appointment scheduling at financial institutions. Not…

Categories: Appointment Scheduling, Financial Services

Coconut Software Offers Booking Via Reserve with Google to Canadian Financial Institutions

November 30, 2020

Coconut Software Offers Reserve with Google in Canada

Coconut Software announced support for Reserve with Google for banking customers in both Canada and the U.S., allowing customers to book appointments with their financial institution directly through Google. Reserve with Google allows individuals—both current…

Categories: Appointment Scheduling, Financial Services, News, Reserve with GoogleCompanies mentioned: Coconut Software, Google

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