Dear {{Customer Name}}

Here are the details of your upcoming appointment at your local Citizens Bank branch.
  • Date and time: Monday, January 20, 2020, at 9:00 am
  • Appointment with: Nicholas Holloway
  • Address: 9160 Providence Rd, Cranston, RI, XXXXX
  • Branch Telephone: 704-XXX-XXXX
Before we meet, please complete the online Readiness Review (link below). It will make our conversation more efficient and give you more time to share your short- and long-term goals.
Fill out your Readiness Review here.
Please note: Once you click the link above you'll be asked to authenticate your identity. You'll then receive a unique passcode that safeguards your information and protects your identity online.
You will receive a confirmation call 24 hours prior to your appointment. We look forward to seeing you!
Xueqin Zhou
“Those who take financial advice are more likely to increase their wealth than those who do not.”
- The Telegraph