According to Mike Berry, SVP of Financial Services at Conclusive Marketing, current on-boarding approaches miss the mark for one or more of the following reasons:
- they are one dimensional, and lack context or history
- there is no systematic measurement
- they are hard to administer
- there are not enough customer “touches” over the first year
- there is no coaching on content or approach
- the messages are mostly product centric sales messages
“With Strategic On-Boarding we apply the best practices of our proven solution, SynapseEBM, which allows us to leverage existing lead generation and lead distribution processes already in use by nearly 20,000 users nationwide”, said Berry. “Melding our technical capabilities with proven onboarding process models applied by St. Meyer & Hubbard and their clients allows our clients to enjoy the highest levels of success.”
“Without using technology as a conversation enabler, onboarding is a very onerous process which will eventually collapse under its own weight”, said Jack Hubbard, Chief Experience Officer for St. Meyer & Hubbard. “Institutions that use technology like SynapseEBM in this and other conversation processes will be head and shoulders above others that do not.”
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