Scheduling appointments allows for proper associate preparation prior to client visits, ensuring the time is optimized addressing client needs. In order to help establish an appointment culture with clients, Bank of America and TPN created a compelling, easily-digestible video that was shared across multiple marketing channels. The video creatively demonstrates how meetings fit within a client’s schedule and reinforces the value of a conversation with a prepared and knowledgeable Associate. The story presented makes it clear to clients that scheduling a conversation is a more effective way to partner with the bank to achieve their financial goals.
Bank of America