Free Webinar:



The Art of Onboarding New Banking Customers

Why an Effective Onboarding Program is Essential to Retaining & Growing Relationships

Recorded on Wednesday, October 18 at 1:00 PM CDT / 2:00 PM EDT  

Despite having the closest relationships with the clients they serve, community banks reported being the least satisfied with their onboarding efforts. Sound familiar?

Providing your customers with a pleasant and efficient onboarding experience is critical to growing your revenue, increasing client retention, and improving customer satisfaction.
In this webinar you will learn the essential components of an effective onboarding program, including how to:

  • Build a strategic onboarding and cross-selling framework
  • Orchestrate “quick wins” for your clients
  • Make a good first impression by personalizing your communications
  • Follow-up regularly and effectively
  • Utilize multiple marketing channels
  • Establish clear metrics for success
  • Leverage a technology framework to automate onboarding

With the simple changes to your onboarding program that we share in this webinar, your institution can see significant improvements in revenue, retention, satisfaction and more. 

360_onboarding_landing_combined_1.jpg Complete the form to get access to the pre-recorded webinar and a PDF of the presentation.

Webinar Host:


Elyse Richmann

Professional Services Manager | 360 VIEW

With 12 years of banking experience, Elyse has expert knowledge in banking, management, operations and CRM software. She has 9 years of experience working with the 360 View CRM and has been helping financial institutions across the country maximize ROI and success with their CRM system. Elyse specializes in consulting financial institutions on the best way to build effective onboarding programs customized to their culture and objectives. Her true passion is figuring out ways to best utilize technology to ultimately develop and retain client relationships while strategically increasing sales for the institution.