Case Study

Case Study: Zions Bank Lowers Attrition Through Multichannel Onboarding

A Multitouch, Multichannel Approach Proves Successful

July 23rd, 2012
Brad Strothkamp, null
Brad Strothkamp
With contributors:
Carrie Johnson , Douglas Roberge

Summary

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.

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