Five Keys to Onboarding Success

New customer onboarding continues to be one of the most important strategies for banks and credit unions wanting to improve engagement, share of wallet, retention and ultimately the value of a relationship.

According to the 2014 State of Marketing in Retail Banking study just released, 59.6% of respondents said that onboarding programs will be a more important strategy in the coming year. This should not be a surprise in an environment where financial institutions are faced with the challenge of growing net new relationships, increasing revenues, optimizing marketing spend and improving cross-sell results.

Read more at Financial Brand

Five Keys to Onboarding Success

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