A western financial institution with $30B in assets needed a program to welcome new customers. Harland Clarke developed an onboarding program that included a welcome package designed to increase the number of banking relationships among the bank’s customer base. When Harland Clarke received a new account file, we sent the account holder a welcome package from the bankdownload pdf
Rewards programs appeal to many consumers — as long as they are being promoted. The old saying “out of sight, out of mind” applies here. After all, your account holder can’t act on what they don’t know (or don't remember).
Account holder data needs to be both actionable and all-inclusive. Surveys aren’t enough. Andrew Huber explains how Harland Clarke’s “bottom up” approach leads to account holder insight that directly impacts business performance.
Do you know how account holders’ checking behaviors affect long-term revenue potential? Checking accounts serve as the anchoring relationship for most financial institutions. Findings from this industry survey offer timely...