Why Just “Winning the Account” Doesn’t Count: How to Optimize Your Retail Relationships
Here’s how Velocity’s Retail Performance Engine™ maximizes each stage of retail checking performance from the initial acquisition of the new account to long-term retention.
Many financial marketers spend a significant portion of their budget at the top of the funnel to drive account acquisition, and that’s great—if those new customers or members are active, loyal and deposit-driving account holders. But that’s not always the case. In today’s environment, it’s critical to look beyond the acquisition to more effective onboarding, keeping those new account holders engaged and transacting, and securing long-term retention and loyalty to your financial institution.
But how can you manage all of those goals simultaneously?
In this session, Bob Sterner, National Account Manager at Velocity Solutions demonstrates how the right retail ecosystem can help financial institutions maximize each stage of their retail checking performance from the initial acquisition of the new account to long-term retention – and every touchpoint in-between. Register now to learn how your financial institution can start driving deposits and revving up retail KPIs!
In this webinar, you’ll learn more about:
- The need for new account growth
- More effective early onboarding
- Keeping account holders active and engaged
- The "reacquisition" of your existing accounts
