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Building a Profitable Onboarding Program -

In 3 Simple Steps

If your community financial institution is among the 45% who have no structured onboarding process, or if your current onboarding process is letting you down, this is the webinar for you!

We’ll cover everything you need to know to implement a successful onboarding program, from optimizing the initial account opening experience to creating a multi-channel, multi-touch follow-up process that builds rapport and increases cross-selling revenue.

Presented by:

You'll discover:


Building a Profitable Onboarding Program - In 3 Simple Steps

  • Why digitization leads to more accounts being opened, funded, and used regularly
  • How to create a data-driven, personalized cross-selling strategy
  • How effective onboarding can boost profitability by $212/customer

Sean O'Donovan

Chief Marketing Officer

A Play-by-Play Approach to CFI Onboarding Success