Previously Recorded Webcast

Member Onboarding: What works. What doesn't.
Recorded on March 18, 2009

About this Webcast:

New accounts can be your most risky. Up to 30% of members leave during the first year. Onboarding and cross selling are ways to minimize this risk and establish a strong relationship that is difficult to sever. This webcast will provide you onboarding best practices for use within the first 90 days of an account opening to foster loyalty, such as online bill payment.

Topics & Objectives

• Right message. Right time. Right channel.
• Incentives to add that are easy
• Help members achieve financial goals

Who Should Attend:

CEO and Marketing Staff

Instructor:

Erika Teola, Marketing Manager, Internet Banking and Bill Pay Strategy

Erika Teola, Marketing Manager for Digital Insight, is responsible for defining the strategies used to help Digital Insight clients acquire active Internet Banking and Bill Pay users. In her eight years at Digital Insight, she has worked as a Senior Communications Manager and Director of Customer Service and Support Services. Before joining Digital Insight, she worked for Fidelity Federal Bank for 10 years, managing customer service and training. Erika has over 18 years of experience in financial services and has a bachelor’s degree in psychology from California State University Long Beach.

To view the webcast, simply fill in your contact information and click TAKE ME TO THE WEBCAST. The webcast will appear on your screen and the audio will play through your speakers. You will have access to pause, stop, rewind and fast-forward the recording. No password is required to play this recording. (Please use Internet Explorer to view the recording).