Insight Center

Industry knowledge to help you grow your business

Five Essentials for a Great Onboarding Program

Attrition during the first year of a new account relationship ranges from approximately 35 to 45 percent — twice the rate of attrition among established account holders. You know that a good onboarding program helps stem attrition by building a foundation of early and meaningful dialogue with new account holders. But do you know what makes a good onboarding program great?

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