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Insight Center Resources

Industry knowledge to help you grow your business

Increasing Income in the Regulation E Era

How strategic changes to your multi-touch onboarding program can mean a big boost in revenue

It’s a fact: An effective multi-touch onboarding program is a critical component of a financial institution’s effort to welcome, thank, engage, grow and retain loyal account holders. Harland Clarke and J.D. Powers and Associates research shows that communicating with a new account holder early in the relationship (within 10 days of account opening) and often (three to five times in the first 90 days via multiple channels) has a significant impact on both cross-sell and retention.