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Ron Lee
EVP – Client Services

Specializes in strategy development and consulting for the financial industry.



More white papers by this author

White Paper

Onboarding New Bank Customers

Onboarding new customers represents an untapped area of bottom-line impact and competitive distinction for bank marketing executives at a time when financial institutions are fighting for deposit share, customer retention and consumer trust amidst a financial crisis.  Banks who are figuring out onboarding are realizing growth in deposits, increased cross sells, higher satisfaction and greater loyalty – all during the fragile period of a new customer’s first 90 days. This white paper provides an analysis of onboarding headaches and opportunities, with a review of both traditional and high-tech ways banks are connecting the marketing and technology dots to design a great customer experience.

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