Intelligent Onboarding provided by Harland Clarke Marketing Services is an ongoing, integrated process that builds long-term relationships by engaging new accountholders and growing them into satisfied, profitable and loyal customers. Our solution was designed to address a fundamental business challenge facing financial institutions today - 30% attrition rate for new customers, a rate often double or triple that of established accounts.
Intelligent Onboarding allows for a multi-dimensional strategy that utilizes our ability to connect you with your accountholders through multiple channels, with the right message, at the right time. This solution helps to successfully onboard new accountholders through a solution that:
- Integrates our unique capabilities of digital technology, business intelligence, and marketing expertise across multiple channels
- Customizes components to meet your needs and provides segmentation capabilities that allow immediate account-level targeting
- Measures performance to assess program effectiveness and quantify results
- Provides peace of mind through a trusted-single source provider with rigorous security protocol
- Simplifies management of a dynamic program through dedicated, proactive strategic support
- Delivers speed to market to reach your accountholders quickly
