Banking by Appointment…finally!

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28 March 2013


  • Great development, in Europe there's simulator software available via World even with QR codes. Application for FI's is not live yet but many are interested

  • Wells Fargo is also an early mover in banking by appointment:

  • Thanks, Gary.

    Wells is apparently piloting the service, or in the process of rolling it out. I was unable to find any promotion or merchandizing of the service on the consumer or business banking portals. Once found through the site search, I found appointements unavailable in my area.

  • [...] the table and play around with the equipment. Let them open accounts, login to existing accounts, book an appointment, view interactive brochures, [...]

  • [...] Bob Meara’s Blog Post “Banking By Appointment…Finally” dives right into the results of Bank on Montreal’s new online appointment scheduling solution and how after 19,000 appointments resulted in over 8,000 product sales and how it’s drastically improved their customer experience. [...]

  • [...] Banking by Appointment…finally! [...]