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How to turn new customers & members into multi-product relationships
For banks and credit unions, acquiring a new checking account is expensive and first-year attrition rates are sky-high.

Branch staff can’t always take the time to educate customers and members on account-related services, and mailers and phone calls aren’t effective.

Join this session to find out what’s at stake, and hear how institutions like Peoples Bank of East Tennessee and Hanscom Federal Credit Union are turning new account openers into engaged & profitable relationships.

In this session we will cover:
-The onboarding opportunity and pitfalls.
-Best practices for onboarding customers & members from the moment their new accounts are opened.
-A quick tour of the Digital Onboarding platform, including unique features that increase digital banking usage, card transactions, direct deposit enrollments, cross-sell, and more.

Featuring:
-Dustin Atkins, Senior Vice President, COO/CIO, Peoples Bank of East Tennessee
-Amanda Delorme, Director of Marketing Campaigns, Hanscom Federal CU
-Ted Brown, CEO, Digital Onboarding
-Laurie McLachlan, CMO, Digital Onboarding

Jan 20, 2022 01:00 PM in Eastern Time (US and Canada)

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Speakers

Amanda Delorme
Director of Marketing Campaigns @Hanscom Federal Credit Union
Dustin Atkins
Senior Vice President- COO/CIO @Peoples Bank of East Tennessee
Ted Brown
CoFounder, CEO @Digital Onboarding