Whether your financial services organization is currently using an appointment scheduling solution, or it is getting ready to implement online appointment scheduling for the first time, creating an appointments strategy is key to long-term success.

Join BAI’s Holly Hughes and JRNI’s Nick Barnes for a discussion on how a seamless, personalized appointment scheduling experience can be the initial impression that leads to customer loyalty.

Key takeaways:

• Using appointment scheduling to deliver personalized experiences
• Creating an appointment culture to optimize staffing levels and increase customer engagement
• Empowering customers to drive satisfaction and revenue growth

THOUGHT LEADERS:

Nick Barnes
Practice Director, Financial Services
JRNI

Nick Barnes is an experienced financial services professional with deep knowledge of project, program, and portfolio management. He has a proven track record of delivering commercial success in implementing technology solutions that are on-time and to budget while growing and improving customer satisfaction, lifetime value and retention. Nick has led and managed global teams to meet and exceed delivery targets through direct engagement or in conjunction with services partners to a worldwide customer base.

Holly Hughes
Chief Marketing Officer
BAI

Holly leads strategic marketing, digital thought leadership, events and strategic programs for BAI. She joined BAI in 2014, bringing with her more than 20 years of marketing and leadership experience across a number of industries. Most recently, she served as SVP and Marketing Director for Fifth Third Bank. Prior to Fifth Third, Holly held a senior marketing leadership position at MidAmerica Bank, a leading community bank in the Chicago market (now PNC).