Successful banks and financial institutions find innovative ways to build long-term relationships with customers.

Though technology affords convenience, it’s your staff who manage high-value transactions, and have the power to provide experiences that lead to customer satisfaction.


Ensure your customers receive the same knowledgeable, efficient, and responsive service at every interaction using JRNI’s customer engagement platform.


of consumers will invest more in a service after a face to face interaction.

Consumer Behavior Research, 2018

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Our customers are reinventing financial services

Banks, credit unions, insurance companies, and wealth management firms all use JRNI to connect with their customers.

  • Improve traffic, satisfaction, and CLV

    Deliver a personalized experience that is designed to engage, build relationships, and convert prospects to customers.

  • Drive conversions and measure ROI

    Use an industry-leading analytics tool to drive conversions, optimize lobby operations, and improve customer experience.

  • Deliver an inclusive experience

    Consider the needs of all customers. With JRNI, accessibility is not an afterthought, but a core part of our development process that is considered from ideation through to delivery.

Scheduling solutions that pair customers with experts

Financial institutions use appointment scheduling as a way to form connections and provide top-notch service for high-value customers. Whether you’re a bank looking to help customers open new accounts, or a wealth management firm looking to onboard top-tier investment clients, appointments are the best way to engage, support, and foster stronger relationships. With the JRNI platform's scheduling software, you can let customers book their own appointments, or empower your call center staff with an easy-to-use scheduling tool.

Manage and optimize lines to serve more customers

Upgrade your bank and financial services customer waiting experience, and improve customer and employee satisfaction with queue management. Keep customers in-the-know with a personal wait time forecast, and SMS/email alerts as they move to the front of the queue. With JRNI’s queuing application, staff can focus on delivering exemplary customer service, instead of managing long lines and irritated customers.

Educate customers and establish deeper trust

Position yourself as a trusted financial advisor by offering events, workshops, and classes that increase knowledge and foster customer loyalty. Whether the event is about how to save for a house, or about market trends, JRNI’s event management application coordinates all aspects of the event from sign-up to follow-up.

Powering growth with industry-leading analytics

JRNI Analytics helps you get the most value out of your data. Built for any level of user - from the data newbie to the data analyst - you can use it to make decisions that will increase conversions while also optimizing lobby operations and customer experience.

Monitor time, and optimize for efficiency

Appointments and queuing put your customer’s time back in their hands. These applications also help to reduce staff administration time, so staff can focus on customer experience.

Integrate with existing business tools

Gain a 360-degree view of your customer by breaking down silos and integrating your existing business systems with JRNI.

Empower your workforce

Provide your staff with real-time customer information to ensure they are prepared for their next appointments. Help them provide a memorable and exceptional experience.

Turn occasional visitors into loyal customers

In-branch appointments are important for increasing customer lifetime value. Ensuring customers engage and don’t just use the ATM is critical. JRNI supports staff with knowledge and insights so they can provide personalized, expert assistance.

What our customers are saying


Oriental Bank reduces wait times by over 50%


shortened branch waiting times

"We are more agile now, and able to make decisions based on intelligence that we simply didn’t have before. We can monitor and have great insight on areas like capacity, time management, return on investment. We challenged JRNI to partner with us... and they exceeded our expectations."
Jessica Lugo - VP Retail Strategy Officer, Oriental Bank Read case study

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