Independent Banker - April 2020 - 57
Tips for a winning
customer
onboarding strategy
New customers will form their strongest impression of your
community bank at the very beginning. To increase your chances
of a favorable response, consider the following steps for a
successful onboarding strategy.
David Acevedo, senior vice president and national sales director
for 360 View, says to start by doing something meaningful for
the customer. For example, reward them for opening an account
by making a small donation to a charity of
their choosing. Have a customer's account
representative mail a handwritten thank you
note. Acevedo suggests an annual review to
see what's changed in the customer's life.
And in your external messages, send emails
with useful calls to action with embedded links
to sign up for online banking or bill pay.
Geoff Thomas, chief product off icer, and Carrie Stapp,
senior vice president of product management, at Harland Clarke
say community banks should get to know customers to make
sure messages are relevant and targeted. Find out why they
opened an account, what their
financial goals are and what
their preferred method of
receiving messages is. If
you know a customer has
accounts elsewhere, lay the
groundwork for bringing
those accounts in house down
the road.
Dawn Beers, vice president and
David Acevedo
Geoff Thomas
Carrie Stapp
marketing off icer at Franklin Savings Bank in Franklin,
N.H., turns the customer relationship into a timeline. On day
one, a bank representative should send an email
thanking the customer for their business. Two
weeks in, make a call to make sure they've
received their checks and ask if they need
any other assistance with mobile or online
banking. In two months, call to check in and
off er assistance with any electronic services
the customer has signed up for but has not yet
taken advantage of. And in a year, mark the occasion by
sending a card thanking them for their business.
APRIL 22 | 3 ET / 2 CT
Gauging the Core
Environment in 2020
How to assess your current
core partner and evolve
your platform
Featuring:
David Scarborough
Lead Training Specialist
IBT Apps
Tyler Lentz
Implementations Specialist
IBT Apps
Demands in the banking industry
are pushing community bankers to
reevaluate their core provider. To stay
current with industry changes it's
important to have a core partner who
understands the needs of your bank
and equips you with the products and
services necessary to grow and evolve
your business.
In this webinar, we will share insights
on how core platforms have evolved
and discuss how to assess your
current provider to maximize your
partnership.
REGISTER TODAY!
Dawn Beers
To register and view our full
library of free on-demand
webinars, visit the Independent
Banker Webinar Center at
Independentbanker.org
http://www.Independentbanker.org
Independent Banker - April 2020
Table of Contents for the Digital Edition of Independent Banker - April 2020
Table of Contents
Independent Banker - April 2020 - Intro
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