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Direct marketing agency SAS70 Security Certification
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Retail Bank

Acquire, onboard, retain and grow customers

In choosing a bank, consumers consider quality interaction more important than product features – and even price. And because quality interactions are also the greatest contributor to customer loyalty, superior customer experience is critical to acquire and retain profitable new customers. Explore the three keys of SourceLink’s winning customer experience-based marketing:

  • Analytics
  • Timely and relevant communications
  • Trained, engaged employees

  • Checking Account Acquisition

    Effective checking account acquisition is critical to customer growth and relationships. The key is first identifying the right prospects for a long-term, loyal relationship. SourceLink’s proven Account Generator System® defines the right segmentation schemes to match your bank’s product offering.
  • Getting Customers Safely Onboard

    Numerous studies show that attrition rates during the first 90 days are up to two times higher than attrition on accounts six months or older. Clearly, a new account’s first three months make up the loyalty and cross-sell tipping point – and that’s why onboarding programs are fast becoming a customer experience standard in the new account process.
  • Connecting with Customer Insight

    Almost 75% of cross-sell in a new DDA relationship takes place in the first three months. CrossLINK provides the customer insight to guide your communications and branch interactions to the best next purchase to enrich the customer experience and grow customer value in this critical stage.
Customer experience marketing
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