New Retail Bank Research Study: Keys to Onboarding Success

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May 17, 2017, 13:30 ET

ROCHESTER, N.Y., May 17, 2017 /PRNewswire/ -- When is the best time and the best way to cross-sell new bank customers? An extensive new research study, "From Customer Relationship Management to Customer-Managed Relationships: The Key to Successful Retail Bank Onboarding," has just been released by Catalyst.

The study takes an in-depth dive into how banks should approach onboarding and cross-selling to succeed in today's customer-managed environment.

From Customer Relationship Management to Customer-Managed Relationships: The Key to Successful Retail Bank Onboarding is available at no charge from Catalyst, a marketing agency specializing in more profitable retail banking customer relationships.

The study reveals several key insights, including:

The best approach to maximize opportunities during onboarding
The importance of earning customers' trust before cross-selling, and how to do it
The three types of customers you must attract
Ways to increase cross-sell for every customer segment
The services and relationships that customers want from their banks, and much more

This qualitative research was conducted among dozens of U.S. retail bank customers who had opened a new account in the last year, banked online, in the branch, or at ATMs.

It's free from Catalyst, a marketing agency specializing in developing more profitable customer relationships for retail banks.

Download the study here.

About Catalyst

Catalyst (www.catalystinc.com) is a marketing agency that combines complex data analysis, experience design and marketing technology to develop more profitable customers for retail banks. It's a powerful combination of Science + Soul that yields deeper insights, better solutions and better marketing results for acquisition, cross-sell and upsell.

Press Contact:

Robyn Kahn Federman
Catalyst
585.453.8358
[email protected]
www.catalystinc.com

SOURCE Catalyst