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
With Yext you can get the right information to the right audience at the right time. In addition, Yext empowers you and your team with the ability to share a great new account holder experience across the web and on Facebook, promote time-sensitive marketing campaigns and ensure you're discoverable when prospects search "loan near me" or "new credit card".
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.