Trends Report

A Strategic Approach To Onboarding Financial Service Consumers

Effective Onboarding Can Affect Product Retention And Cross-Selling Goals

February 6th, 2012
Brad Strothkamp, null
Brad Strothkamp
With contributors:
Carrie Johnson , Carlton Doty , Douglas Roberge


Increased government regulations and a tough economy have combined to create significant challenges for financial services firms. Consumer product strategy professionals are leading the charge to stem customer defections as well as increase revenues. Effective customer onboarding is an increasingly important aspect of strategies aimed at solving the problems of retention and revenue generation. This report discusses the onboarding opportunity; execution challenges; and an approach to effective onboarding strategies built on understanding people, objectives, strategies, and technologies.

Want to read the full report?

Contact us to become a client

This report is available for individual purchase ($1495).

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.