Deluxe<br />
Onboarding

Deluxe
Onboarding

Create more valuable customers from the moment they switch

Delivering a great customer experience is the critical factor when onboarding. With Deluxe services such as SwitchAgent, your prospects can smoothly switch accounts and enroll in online banking without the hassles that discourage customers. Effective onboarding is essential for reducing closed accounts, and paving the way for additional products and profits.

Attrition modeling

attrition-modelingThe more products you cross-sell to your new account holders, the more likely they are to stay with your financial institution. Our analysis of your historical attrition behaviors identify which products increase account life and by how much.

Deluxe onboarding solutions

Once you acquire customers, turn your new relationships into revenue.

Deluxe onboarding solutions help you to build strong, profitable relationships within account holders’ critical first days of doing business with your company.

Onboarding Programs
Onboarding Programs

Build a strong, profitable relationship upfront.

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Account Switching Programs
Account Switching Programs

Take the pain out of switching and increase profits.

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A roll-up-our-sleeves attitude that achieves results

"SwitchAgent will be right on top being part of the onboarding process. We’ll see our onboarding process be able to bring in more of our members products and services than we’ve ever had before."

Patricia Braddock Vice President, Numerica CU

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"Our executive team is very data-oriented, and it’s easier to quantify the results of direct response versus broad-based awareness channels such as billboards and transit stops. Because we know it works, we have reallocated most of our promotional marketing dollars to focus on targeted direct mail."

Lauren Jenkins Marketing Coordinator, Armstrong Bank

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