Build Trusted Relationships Through Exclusive Personalized Client Interactions

The JRNI Customer Engagement Platform gives financial institutions the ability to establish, grow, and retain trusted relationships through exclusive personalized client interactions leading to better financial outcomes for their clients and increased despots, new accounts, consumer and business loans, and AUM growth for their institution.

 

More Engagements. Less Waiting. Faster Revenue.

Sales agents can spend up to three hours a day coordinating, communicating, and following up simply to schedule a meeting. JRNI’s AI-Powered Automation fully automates customer communication, timing and location negotiation, customer-to-agent matching, and calendar booking and re-booking, through e-mail, SMS, chat, and other communication channels. Staff spend less time scheduling engagements and more time creating outstanding experiences with customers.

  • Engages customers automatically in their desired communication method

  • Reduces likelihood of cancellation, leakage, and no-shows

  • Enables scalability by removing administrative roadblocks

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"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.

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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.

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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%.

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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!

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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.

See the results

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.

Download now

How to create a virtual banking branch

Reimagining how your branches should be run, think virtual!

Read now

Find out how JRNI can help you deliver exceptional engagements

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