FMSI 2017 Appointment Study for Financial Institutions

The FMSI 2017 Appointment Study, which highlights proprietary data on nearly 1,500 appointments scheduled at more than 160 financial institution branches located across North America during February 2017, provides a snapshot into consumer behavior that financial institution leaders can leverage to:

  • Enhance their branch appointment programs with benchmarking data
  • Adapt the branch experience to align with consumers’ retail technology expectations
  • Optimize front-line resources to maximize sales, productivity, and service at branch locations

You’ll also receive tips for leveraging appointment scheduling technology to optimize sales and service at branch locations, while learning how technology is changing the retail experience and what you can do to keep pace with consumers’ service expectations.



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