Intelligent onboarding

Intelligent Onboarding®

You work hard to acquire new account holders — make the most of that valuable investment

Harland Clarke's Intelligent Onboarding® solution optimizes the value of new account holder relationships through a series of targeted, data-driven multichannel communications. Our solution is designed to address a fundamental business challenge facing financial institutions today: 20-30 percent first-year attrition of new account holders, a rate two to three times greater than that of established accounts.

By welcoming and engaging account holders during the first 90 days of an account opening, Harland Clarke's Intelligent Onboarding® solution helps reduce attrition and increase cross-sell opportunities to effectively transition new accounts into satisfied, profitable and loyal relationships. 


Our Intelligent Onboarding® Solution Utilizing
Data-driven and Multichannel Communications

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During the early stages of the account holder lifecycle, our Intelligent Onboarding® solution can help:

  • Reduce attrition
  • Engage account holders in “sticky” products and services
  • Increase services/products per household
  • Increase revenue and wallet share
  • Enhance the account holder relationship

Harland Clarke enables financial institutions to deploy a versatile onboarding program through:

  • Multichannel integration of direct mail, email and outbound calls
  • Targeted, relevant messaging through analytics and business intelligence
  • Performance measurement
  • Security protocol with a single-source provider
  • Dedicated program management to ensure speed to market delivery