Featured event
October 8, 2026 · 11:00 CET
The Advisor Conversion Gap: Turning Appointments into Revenue in Banking & Insurance
Patrick Kohler, Franck Kempfer
Independent expert network · AI, automation and performance · jrni & Calenso
Revenue economics for businesses that still sell face to face.
More qualified appointments, higher show-up and close rates. The jrni Revenue Enablement Advisory Board uses performance marketing, AI agents and sales automation to fill advisor calendars with demand that converts — and puts a number on what one appointment is worth.
Next event08 OCT 2026 · 11:00 CET
The Advisor Conversion Gap: Turning Appointments into Revenue in Banking & Insurance
Live webinar · 45 min · FreeRegister
The advisor channel is the most valuable — and the least measured.
70%+
of insurance customers prefer an in-person agent for complex decisions
McKinsey
60%
of a seller's time goes to non-selling tasks
Salesforce State of Sales
75%
more likely to exceed revenue targets with unified revenue enablement
Gartner
Most organisations know their digital funnel to the decimal and their advisor funnel not at all. Appointments, no-shows, consultation quality, conversion and share of wallet sit in different systems, owned by different teams. Revenue economics closes that gap: one model from first contact to booked revenue.
What we advise on
Six areas, one chain: demand → appointment → close. AI, automation and paid performance are how it gets shorter.
Appointment-to-Revenue
Measure the full funnel: booking → show-up → consultation → conversion → cross-sell.
Sales Enablement & Advisor Productivity
Give client-facing teams the content, cadence and tools to sell more in the same time.
Revenue Operations & CRM
Automate handoffs, routing and reminders so no booked appointment falls out of the funnel.
Pipeline & Performance Marketing
Paid media measured in booked appointments and cost per show-up, not form fills.
AI Agents & Sales Automation
Agents that qualify inbound demand, book the slot, keep follow-up alive and brief the advisor.
Unit Economics of the Physical Channel
CAC, payback and lifetime value per advisor, branch and appointment type.
How we work
- 01
Diagnose
90-minute session with two board members; we map your revenue flow and the three biggest leaks.
- 02
Model
A revenue-economics model for your advisor channel with benchmarks from banking and insurance.
- 03
Enable
Hands-on sprints with the matching expert: enablement, CRM, ads or AI automation.
Engagements are independent and vendor-neutral. jrni and Calenso initiate the network; the board sets its own agenda.
The board
Eight practitioners, one model. Every member has run or rebuilt a revenue function in banking, insurance or B2B — and still does.
Dr. Peter Höschler
Health Insurance
CREAGY AG
Health-insurance expert and management consultant with CREAGY AG in Zug. Advises Swiss insurers on distribution, customer processes and operating models.
LinkedInUrban Renggli
Banking · Sales Enablement
Banking practitioner focused on sales enablement, customer satisfaction and advisor-led distribution in Swiss retail and private banking.
LinkedInFranck Kempfer
Insurance · Processes & CRM
Wavestone
Leads insurance consulting at Wavestone Switzerland (formerly Associate Partner and Sector Lead Insurance at Q_PERIOR). Co-author of the I.VW-HSG opinion papers on the future of insurance distribution with the University of St. Gallen.
LinkedInMaik Fettig
Insurance · Sales & Innovation
Berg 8 GmbH
Founder of Berg 8 GmbH. Previously Managing Director of adesso insurance solutions Schweiz and, at Helvetia, Head of Sales Development & Digital Services and Strategy & Innovation Manager.
LinkedInYathur Nathan
Performance Ads
Performance-marketing specialist for paid media that converts into qualified appointments — search, social and retargeting for advisory-driven businesses.
LinkedInPatrick Kohler
Sales Enablement · CRO
jrni / Calenso · salesEco
Head of Sales Europe at jrni / Calenso and founder of salesEco, a Swiss B2B sales consultancy. Over a decade in enterprise and digital sales, including VP DACH at fintech SONECT and global client management at NTT.
LinkedInMichael Breiter
AI Agents · Sales Automation
AscendX Ventures AG
Founding Partner of AscendX Ventures, an AI-native venture builder deploying autonomous agents across sales, marketing and operations. Co-founded Calenso in 2013 and led it as CEO and Board President through its 2025 merger with jrni.
LinkedInMarvin Felder
CEO & Co-Founder Calenso · Global GTM Advisor jrni
Calenso AG
CEO and co-founder of Calenso, Global GTM Advisor for jrni's international expansion. Builds software that lets banks, insurers and retailers make in-person advice digitally accessible, and automates appointment logic, routing, reminders and follow-ups with AI — while decision, trust and close still happen between people.
LinkedInAn initiative of jrni and Calenso
jrni is the in-person interaction platform behind appointments, events and queuing for banks, insurers and retailers in 20+ countries. Calenso, a jrni company, is Europe's leading appointment-booking platform for insurance, public sector and financial services. Together they see the data behind millions of advisor interactions — the board turns that into economics.
jrniCalensoCalenso, a jrni company
20+ countries
1,000,000+ engagements
10,000+ customers (Calenso)
$2B annual commerce through jrni
Who it's for
Banks & credit unions
More advisory appointments per branch, fewer no-shows, and a USD value per appointment type.
Insurers & health insurers
Paid demand routed straight into an advisor slot, with automated follow-up to the signature.
Advisory-driven B2B
SaaS, real estate and professional services: AI agents that qualify and book, so meetings become forecast.
Luxury retail & specialist retail
Booked store appointments and personal shopping instead of walk-in luck: AI routing to the right advisor, reminders that reduce no-shows, and a USD value per visit.
Events
08 OCT 2026Live webinar
The Advisor Conversion Gap: Turning Appointments into Revenue in Banking & Insurance
Why 70% of customers want an advisor, why most institutions can't say what one appointment is worth — and the model that fixes it.
Patrick Kohler, Franck Kempfer
45 minRegister
19 NOV 2026Online roundtable
AI Agents in Sales: What Actually Works Before the First Meeting
Agentic lead qualification, follow-up and advisor preparation — real deployments, no slideware. Limited to 25 participants.
Michael Breiter, Yathur Nathan
60 minRegister
27 AUG 2026Recording
Insurance Distribution 2027: Hybrid Customers, Hybrid Advisors
Where insurance distribution is heading when customers switch channels mid-decision — and what that asks of the advisor model.
Maik Fettig, Dr. Peter Höschler
40 minWatch recording
Frequently asked questions
Request an advisory session
Tell us about your revenue setup. We reply within two working days.