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Insight Center Community Bank

Industry knowledge to help you grow your business

Retention and Growth: Building Stronger Account Relationships with Onboarding

In 2007, a regional bank asked for a solution to help decrease overall new account attrition.

At the same time, this solution needed to improve existing communication with new online customers in a reliable, efficient and relevant fashion. Harland Clarke implemented its IntelligentOnboarding™ solution, which resulted in a household retention lift, increases in incremental balances and longer-term retention of accounts and balances.