An automated onboarding program.
| Position | Onboarding - Brief article |
Institution: Ohio Valley Financial Group, Henderson, Ky.
Asset size: $247 million
Agency: Financial Marketing Solutions (FMS), Franklin, Tenn.
[ILLUSTRATION OMITTED]
The bank introduced an automated onboarding program that allows it to maximize cross-sell opportunities during the customer's first 100 days with the bank--without expending a lot of bank manpower.
Shown here are part of a series of emails that are sent out...
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