Keeping account holders well informed during a core conversion is top priority. They need to know details about the conversion and how it will affect their account(s). Now, the question becomes, should you send letters, emails, or both? Letters vs…
The core conversion date has been set. The impacted services and temporary business hours are written down. Now, it’s time to inform your account holders about the big change. There are two main categories of communication during a core conversion…
A core conversion benefits both the financial institution and account holders. It increases security and allows the financial institution to offer more services. However, it will also impact some of those products and services, and you’ll need to inform your…
Welcome letters are an essential part of any onboarding campaign. They not only allow the financial institution to welcome its new account holders, but welcome letters give financial institutions an opportunity to engage with a customer or member. One way…
A well-written welcome letter is more than just an acknowledgement of a new accountholder. It’s a chance to show you care and build a foundation for the future.