NJBankers Podcast #6, Part 1: Onboarding – The Client’s First 90 Days


NJBankers Podcast #6, Part 1: Onboarding – The Client’s First 90 Days.

This podcast was recorded Thursday, May 3, 2007 (126 mb stereo MP3 file, [1:31:54])


Few 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.

In 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.

Speaker
(Photo Copyright ©2007 Steven L. Lubetkin. All rights reserved.


Chris Braccia
Director, Product Marketing, Retail Solutions Group
Harland Financial Solutions

Before 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.


Keywords: NJBA,nj,new jersey,bankers,aba,bank marketing,bma,lubetkin,financial services,MCIF,customers,onboarding,braccia,harland,budinich,FTC Methods,sales,retail banking

Podcast Theme Music from Mike Stewart, “Internet Audio Guy


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