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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 Northeast Bank and Harborstone 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.

Panelists
Kayla Gaspar, VP, Director of Marketing, Northeast Bank
Nicole Elliott, VP of MX/UX Innovation, Harborstone CU
Ted Brown, CoFounder & CEO, Digital Onboarding

May 19, 2022 01:00 PM in Eastern Time (US and Canada)

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Speakers

Kayla Gaspar
VP, Director of Marketing @Northeast Bank
Nicole Elliott
VP MX UX Innovation @Harborstone Credit Union
Ted Brown
CoFounder & CEO @Digital Onboarding