Onboarding New Customers
Welcoming and cross-selling new customers is a critically important function for banks/CUs that is done both in the branch and with a structured mailing program. This letter, submitted by a reader, is part of a “three-touch” program of welcoming and then offering “the next most likely product” to each household. The piece is nicely positioned on attractive letterhead, with plenty of white space. The body copy appears just to be a shade too long to the reader; but could be easily corrected.
Bank of the West Onboarding aba onboarding