"Working closely with the team at JRNI, we trained reps across the business in how their relationships with customers would be more sophisticated."
Jessica Lugo - VP Retail Strategy Officer, Oriental Bank
JRNI is an engagement platform that helps banks, wealth management firms, insurance companies, mortgage lenders, and other financial institutions stay connected to customers. Through in-person and remote appointments, as well as virtual queues for lobby management - plus JRNI’s industry-leading analytics tool - you can deliver the services that drive engagement while also measuring and improving your customer engagement strategies.
Schedule and manage appointments. Use 1:1 appointments to deliver the personal experience your customers expect - either via video or in-person.
Create customer profiles. Reference detailed customer profiles to make every customer feel like a VIP.
Easily automate communication. Send pre- and post-appointment communication to keep the conversation going.
You're in good company! Join our enterprise community using JRNI.