WEBINAR

What a Beer Cart Driver and Boutique Hotel Can Teach Us About Welcoming New Clients

Jack Hubbard, St. Meyer & Hubbard

Join Jack Hubbard, Chief Experience Officer of St. Meyer & Hubbard for an energetic and practical view of what to consider before taking the On-boarding plunge. Business owners today have more choices than ever before. When they select your organization, you want to keep them as clients for the long haul. That requires more than hope – you need a strategy.

This new and different level of connectivity and intimacy is especially critical in the first year of that partnership. To help create that deeper level of connection, many financial service firms have turned to On-boarding. Some have invested in automation technologies that promise to mitigate the costly issues that delay go-live dates and erode customer satisfaction. Technology is only half the answer. A great process involves people too.

This Webinar includes a case study of how one company has maximized referrals, optimized cross solving and put millions in the pipeline with a systematic On-boarding process.

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