How does JRNI help banks and financial institutions?

The JRNI Customer Engagement Platform allows retail banks, wealth management firms, insurance companies, mortgage lenders, and other financial institutions deliver exceptional engagements. Through in-person and remote appointments, virtual queues, and events - plus JRNI’s industry-leading analytics tool - banking and financial services institutions can deliver the services that drive engagement while also measuring and improving upon your customer engagement strategies.

Supporting the Entire Financial Services Customer Engagement Lifecycle

Enabling Financial Services Institutions and Banks to deliver outstanding customer engagements throughout the entire customer engagement lifecycle.

  • Discover: Reach prospects and customers and enable them to discover products and services allowing them to find you through marketing channels and register for appointments and/or events
  • Engage: Interact with customers and prospects in 1:1 in-person or virtual appointments or at a physical or virtual event.
  • Transact: Convert engagements into action by facilitating the close, completing a service request, filling a shopping cart or signing contracts.
  • Analyze and Optimize: Analyze the entire funnel, measuring outcomes and making continual adjustments to optimize business outcomes. Provide opportunities for additional transactions through customer service appointments, educational events, new service and product introductions, and personal trusted advisor relationships.

"We want our members to choose Visions Federal Credit Union because they know that we can help guide them to a successful financial future. We chose JRNI because they take the same approach to working with their customers as we do to working with our members - as true and equal partners."

Thomas P. Novak, VP/Chief Digital Officer, Visions Federal Credit Union

"Working closely with the team at JRNI, we trained reps across the business in how their relationships with customers would become more sophisticated."

Jessica Lugo, VP Retail Strategy Officer, Oriental Bank

Banks and financial organizations delivering personalized experiences with JRNI

JRNI delivers results for finance customers

Financial services customer results including, reduced staff time spent booking appointments by 40%, 2220% increase in appointment volume year-on-year, 62% reduction in no-shows, reduced customer wait time by 50%, 50% increase in customer-initiated appointments, exceeded appointment booking goals by 9x

JRNI Delivers Results for Financial Services and Banking Customers

62% reduction in no-shows

Banks have found that automating appointment scheduling using JRNI resulted in a 62% reduction of customers who didn't show up for their scheduled appointments.

Doubled appointments while cutting branches in half

One JRNI customer found that, thanks to the JRNI platform, they were able to double the number of appointments they scheduled - even though they had cut their brick-and-mortar branches by half.

Reduced customer wait time by 50%

Oriental Bank found that, by using JRNI to manage appointments, they were able to reduce the time their customers waited to be served by 50%.

Engage your current customers by building personalized relationships

  • Schedule and Manage Engagements. Use 1:1 appointments to deliver the personal engagements your customers expect - either via video or in-person.

  • Create Customer Profiles. Reference detailed customer profiles to make every engagement relevant and make every customer feel like a VIP.

  • Easily Automate Communication. Send pre- and post-appointment communication to keep the conversation and engagement going.

animated 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.
Shopper and retail associate shaking hands

Looking for an appointment scheduling solution? Download our interactive RFP template to make sure you're asking the right questions!

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

  • Industry-leading analytics tool.JRNI Analytics is 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 much more including front-end, back-end and real-time integrations.
  • Meet security guidelines. You put security first, so we put security first. From ISO to GDPR, 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

Resources

Hybrid Banking Services: How to deliver a great customer experience

See the results of a recent survey of bank customers to find out what they need, what they want and how they want it.

The ROI of appointments

Not sure about the value of appointments? Download our eBook on the ROI of appointments to help you make the case.

How to create a virtual banking branch

Reimagining how your branches should be run, think virtual!

Find out how JRNI can help you deliver exceptional engagements