Institution: Ohio Valley Financial Group, Henderson, Ky. Asset size: $247 million Agency: Financial Marketing Solutions (FMS), Franklin, Tenn. 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 automatically on designed dates: day 1, day 14, day 30, day 60 and day 90. Also, there is a birthday card that is triggered by the customer's birth date.
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