Conclusive Marketing Announces New Strategic Customer On-Boarding Solution for Financial Institutions


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Contact: Bill Dorfman
Parallax LLC
[email protected]

Conclusive Marketing Announces New Strategic Customer On-Boarding Solution for Financial Institutions

FRANKLIN, Tenn. – May 29, 2007 –There is growing recognition that new customer Onboarding communications are vital to secure relationships in financial services, but current practices are limited in their effectiveness, according to industry expert Conclusive Marketing.

The first few weeks and months of a new banking relationship have been proven to be critical in terms of determining the tenure and profitability of that relationship. The challenge for marketers is to immediately leverage their early understanding of new customers to drive relevant and timely communications which foster and support a lasting, growing relationship.

Strategic On-Boarding, a new solution from Conclusive Marketing, offers a blend of best-of-breed event based marketing processes and proven models for successful bank customer Onboarding. In developing the solution, Conclusive Marketing partnered with St. Meyer & Hubbard, an Elgin, IL-based training and coaching firm which focuses on helping banks achieve breakout performance through sales and sales management education.

According to Mike Berry, SVP of Financial Services at Conclusive Marketing, current on-boarding approaches miss the mark for one or more of the following reasons:

– they are one dimensional, and lack context or history
– there is no systematic measurement
– they are hard to administer
– there are not enough customer “touches” over the first year
– there is no coaching on content or approach
– the messages are mostly product centric sales messages

“With Strategic On-Boarding we apply the best practices of our proven solution, SynapseEBM, which allows us to leverage existing lead generation and lead distribution processes already in use by nearly 20,000 users nationwide”, said Berry. “Melding our technical capabilities with proven Onboarding process models applied by St. Meyer & Hubbard and their clients allows our clients to enjoy the highest levels of success.”

“Without using technology as a conversation enabler, Onboarding is a very onerous process which will eventually collapse under its own weight”, said Jack Hubbard, Chief Experience Officer for St. Meyer & Hubbard. “Institutions that use technology like SynapseEBM in this and other conversation processes will be head and shoulders above others that do not.”

About Conclusive Marketing™

Conclusive Marketing provides marketing and data management solutions. It allows the online creative development, scheduling, and fulfillment of advertising placement, direct marketing, and database service technologies. The company also offers behavior analysis marketing, campaign management, consumer profiling, consumer modeling, house-holding and mapping, data analytics, data quality and list hygiene. Its primary target market is the highly-distributed organization, including the automotive, franchise, travel, financial services, and leisure vertical markets.

Conclusive Marketing formed in 2006 after Mailnet Services, Inc. acquired Synapse Technology, a behavior analysis marketing company based in Charlotte, N.C., and Conclusive Strategies, a data analytics company specializing in consumer profiling, behavior analysis modeling and mapping based in Austin, Texas.


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