How to Welcome New Account Holders to Create Retention, Adoption, and a Deeper Banking Relationship

Hosted by James White, Banking Industry Principal at Total Expert

This webinar will show banking leaders the best practices that will establish their institutions as depositors’ preferred financial provider in the first 30 days of a relationship. They will also learn how a proper banking welcome becomes a powerful force in the institution–depositor relationship.    


  • How the deposit retention landscape magnifies the need for best practices when engaging new account holders  
  • What best practices make the difference between successful and unsuccessful engagement for new relationships  
  • How is technology addressing the key hurdles to and opportunities arising from a proper banking welcome