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".
Given the importance of customer satisfaction and engagement, the contact center plays a critical role in your financial institution’s growth and overall success. Clear benefits such as increased capacity and greater flexibility for variable call volumes make perfect sense when weighing whether to implement a third-party support partnership for call centers. But, let’s take a look at some more specific situations where outsourcing can become an advantageous (and strategic) solution for institutions:
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).