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For eBusiness & Channel Strategy Professionals

Case Study: Zions Bank Lowers Attrition Through Multichannel Onboarding

A Multitouch, Multichannel Approach Proves Successful

July 23, 2012

By Brad Strothkamp with Carrie Johnson, Douglas Roberge

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Why Read This Report

Customer retention is top of mind for eBusiness professionals at financial services firms, as are customer experience and engagement. An increasingly important strategy to achieve all these goals is customer onboarding. Zions Bank is at the forefront of onboarding activities that have not only improved customer retention, but also the customer experience of new customers. This report outlines Zions' path to onboarding success, including aligning channels, engaging a vendor, and delivering incremental results.

Tags: Banking, Customer Experience Management, Customer Onboarding, eCommerce, Financial Services, Marketing & Strategy, Multichannel Banking, Multichannel Customer Experience, Online Banking, Online Financial Products & Services
US $ 499
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TABLE OF CONTENTS

  • Situation: Retention Is A Key Goal For Retail Banks
  • Best Practice: Zions Bank's Onboarding Strategy Reduces Attrition
  • Zions Bank's Approach To Onboarding Is Multichannel And Multitouch
  • Best Practices Results: Onboarding Efforts Reduced Attrition By 2.5%

  • RECOMMENDATIONS

    Onboarding Should Be Top Of Mind For Channel Managers
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