Boost New Client Profitability By Nurturing
Create multi-wave on-boarding communication messages to extend your institution's reach as wide as can be. As a new customer comes on board, slowly start a nurture campaign that highlights upgrades and long-term services that can benefit them if they sign on. The more you make them aware of the benefits and how easy it is to upgrade to new products, the more likely they make a purchase and remain a client. Competition is great, and if you don't keep top-of-mind, you could lose this sitting on the fence.