Your bank or credit union welcomes new accountholders every day, week, and month. Thankfully, with…
Automating communications can keep your institution top of mind. But the substance, timeliness, and frequency of communications can make the difference between effective marketing and pestering. Connect by Main Street is capable of both time and behavior-based automation. Craft your messaging, consider cross-sell opportunities, and then tie that outreach to a period of time (e.g. months after onboarding) or a behavior (e.g. applying for a loan).