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Course/Product Description
Title:

First Impressions - New Customer Onboarding Strategies

SKU:WT-1001470
Format: Webinar
Description:

With little differentiation between products, pricing and technology one of the most impactful ways to set your organization apart from the competition is through outstanding customer service, especially with new customers.

This session will provide an overview of effective techniques and strategies on how to build a new retail checking customer onboarding program that is sure to turn your brand-new customers into loyal fans.

Covered Topics:

  • New account opening checklist
  • New account marketing materials
  • Strategies for developing a 120 day touch plan
  • Setting employee onboarding expectations
  • How to increase referrals from new customers
Who Should Attend

Marketing Directors, Retail Sales Executives and Managers.

About The Presenter:

Debra Bish is a Senior Bank Marketing Professional with 15 years of experience in numerous marketing disciplines. Specific areas of involvement include strategic analysis and planning, corporate communications, merger-acquisition integration, advertising and direct mail campaign development, promotional and sales campaign development and event management.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
Price: $265.00
More Info: Contact Us For More Information
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Currently Scheduled Dates For This Webcast
Course TitleDatePrice
First Impressions - New Customer Onboarding StrategiesCD/On-Demand$325.00

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