Onboarding Solutions

Engagement Programs to Drive Activation and Utilization
Engaging new account holders and driving activation and utilization of engagement services early is critical to stemming attrition and building long-term relationships. Yet many financial institutions find that onboarding programs are difficult to define and implement.

Harland Clarke takes a strategic approach to onboarding and offers a range of engagement solutions to help your financial institution achieve maximum impact.

Welcome and engage new account holders with a targeted, data-driven, multichannel solution
Provides small and midsize institutions a cost-effective way to engage new account holders
Arm your account holders with the knowledge they need to make solid financial decisions
Connect and extend the new account holder relationship via automated email communications
Issue debit and credit cards in your branch — on the spot — to improve activation and usage
Quickly, securely migrate recurring transactions and online bill pay accounts with automated switching