The road to industry profitability continues to be challenged by reduced fee income, decreased spreads, high cost of regulation, and overall earnings pressures. These factors, combined with low customer satisfaction, have reemphasized the importance of customer retention and relationship-building. A key cornerstone of driving loyalty and profitability is the onboarding process. More than a switch kit of forms, more than a direct mail campaign, more than checking…effective onboarding is a holistic process that begins at the new accounts desk. Download PDF>