onboarding program

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					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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posted:2/15/2012
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