Why Read This
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.