NJBankers Podcast #6, Part 1: Onboarding - The Client's First 90 Days

Published: July 25, 2007, 7:06 p.m.

b'
\\nNJBankers Podcast #6, Part 1: Onboarding - The Client\'s First 90 Days.\\n\\nThis podcast was recorded Thursday, May 3, 2007 (126 mb stereo MP3 file, 1:31:54)


\\n\\nFew initiatives are as important to financial institutions as managing first-year customer retention, but few banks have strategies to effectively address it. A continuing, integrated "onboarding" solution can build long-term relationships by engaging new account customers and growing them into loyal, profitable relationships.\\n\\nIn part 1 of this two-part podcast, we\'ll hear from Chris Braccia, director of product marketing in the Retail Solutions Group of Harland Financial Solutions.\\n\\n

Speaker
\\n(Photo Copyright \\xa92007 Steven L. Lubetkin. All rights reserved.\\n\\n\\nChris Braccia\\nDirector, Product Marketing, Retail Solutions Group\\nHarland Financial Solutions\\n\\nBefore joining Harland, Chris was marketing director for a Connecticut mutual savings bank for 13 years. He was also a research analyst and sales manager for a mutual savings bank. While in the banking industry, Chris was one of the earliest adopters of Marketing Customer Information File (MCIF) technology.\\n
\\nKeywords: NJBA,nj,new jersey,bankers,aba,bank marketing,bma,lubetkin,financial services,MCIF,customers,onboarding,braccia,harland,budinich,FTC Methods,sales,retail banking\\n
\\n\\nPodcast Theme Music from Mike Stewart, "Internet Audio Guy"\\n
'