CBA Webinars

CBA Team Contact

Jake Fowler

Drive Branch Success via Integrated Appointments

Includes a Live Event on 03/04/2020 at 2:00 PM (EST)



Peter Daugherty – Solution Consultant, Financial Services
Ron Wellman – Industry Principal and Marketing Director


Today, many banks are wrestling with transforming the branch experience. It’s a challenge to meet their customers’ near- and long-term expectations — while still reaching revenue goals and expense targets.

As transaction counts fall, branches are seeing staffing levels drop — but customers still expect the same excellent service as before. To compensate for reduced staffing, banks are exploring and implementing cost-effective technology solutions to optimize customer engagement. 

As part of this trend, one of those solutions is the appointment booking process. In our discussion, we’ll explore how banks can leverage a fully integrated appointment booking strategy to drive an improved customer experience — and to meet expense/revenue goals.


  1. Traditional appointment setting challenges
  2. The benefits of a fully integrated appointment-setting solution
  3. How integrated appointments drive sales and higher NPS scores


  1. How appointment setting supports branch optimization strategies
  2. The key integration details required to create the optimal branch experience
  3. The crucial technology needed to get the process right

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Peter Daugherty

Solutions Consultant, Financial Services, Reflexis

Pete is Reflexis’ Solutions Consultant for Financial Services, with over 20 years of retail banking experience in both frontline and corporate roles—including that of retail executive for a regional bank network. Pete has spent his career creating and executing on solutions in the ever-transforming branch network.

Pete has a BA in history from St. John’s University at Collegeville, Minnesota, with an economics and business focus. Additionally, he has a graduate certificate from the Graduate School of Banking in Madison, Wisconsin. During his career, Pete also earned many licenses to sell various financial products.

Ron Wellman

Industry Principal and Marketing Director, Reflexis

Ron is the Banking Industry Principal and Marketing Director for Reflexis, overseeing the company’s efforts to grow the banking vertical. He has more than 24 years of experience in banking and developing bank software solutions. Before joining Reflexis, Ron was a senior director for Pegasystems, and served in multiple executive roles at Citizens Bank, Bank of America and Fleet Bank. 

Ron has an MBA from Bentley University, with concentrations in technology and operations. He also holds dual undergraduate degrees in economics and political science from Bucknell University. He earned an executive certificate in strategy and innovation from MIT, and a graduate certificate in retail bank management from the Consumer Bankers Association, completed at the University of Virginia.


03/04/2020 at 2:00 PM (EST)   |  60 minutes
03/04/2020 at 2:00 PM (EST)   |  60 minutes