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First Impressions - New Customer Onboarding Strategies

Webinar: ID# 1001470
Date: Recorded
About This Course:
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.
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First Impressions - New Customer Onboarding Strategies
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