What is JRNI for banking and financial services?

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.

What do customers say?

What do customers say?

Oriental Bank

"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

US Bank

"The interaction of human and digital is critical. We as humans have a number of traits or characteristics, one of which is face-to-face conversations and creating trust. Whether it's personal banking, business banking, wealth management, or corporate banking, you need the human relationship side"

Dominic Venturo - Chief Digital Officer, U.S. Bank

Engage your current customers by building personalized relationships

  • 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.

Solutions for customers attending remote video appointment

Win new customers by providing flexible, frictionless service

  • Offer voice and video options. Give customers the flexibility they expect with voice and video appointment options.
  • Say goodbye to lines and wait times. Keep your lobby running smoothly with an easy-to-use lobby management app that lets your concierge team stay on top of everything, while reducing lines and wait times.
  • Make it mobile. Make appointments mobile by letting customers schedule and meet from their mobile devices.
Bank traffic

Be ready for the future of finance with the right technology partner

  • Get an industry-leading analytics tool. JRNI includes JRNI Analytics, an easy-to-use tool that will help you measure and improve upon the success of your customer engagement strategies.
  • Integrate other tech seamlessly. Your business relies on all kinds of technology. That’s why JRNI is designed to integrate seamlessly with Microsoft Outlook, Salesforce, and more.
  • Meet security guidelines. You put security first, so we put security first. From ISO to GDPR and FSQS, JRNI has strict policies in place to protect our customers - and your customers.
  • Be accessible for all your customers. You need to be able to serve every one of your customers without fail. JRNI follows WCAG 2.1 AA guidelines and is regularly audited for accessibility by a third-party company.
Bankers reviewing analytics data

Banks and financial institutions delivering personalized experiences

You're in good company! Join our enterprise community using JRNI.

Start creating powerful finance experiences today

Speak to an expert