Upcoming Webinar
Unlocking the Revenue Potential of Your Existing Customer Base
New relationships can take nearly two years to turn profitable. Your existing customers may offer a faster path.
Speakers
David Acevedo
Vice President
360 View, an Abrigo Company
Elyse Richman
Professional Services Director
360 View, an Abrigo Company
Customer acquisition costs keep rising, and new relationships can take nearly two years to become profitable. Meanwhile, your most valuable customer data is often scattered across systems, teams and individual workflows.
This session will cover a practical three-pillar framework for community banks and credit unions: onboarding and early engagement, always-on engagement, and data-informed expansion. Attendees will learn how to reduce early attrition, make outreach more relevant and coordinate every team around relationship growth.
In this webinar, bank and credit union executives will learn:
- How to coordinate marketing, frontline, lending and service teams around relationship growth
- How to replace individual heroics with clear follow-up, accountability and measurement
- What a 30-, 60- and 90-day onboarding rhythm looks like, with checklists and handoffs
- How customer behavior can trigger more timely, relevant outreach
- How a centralized CRM foundation helps these practices scale
