New Retail Bank Research Study: Keys to Onboarding Success

New Research Report Yields Keys to Successful Onboarindg

When is the best time and the best way to cross-sell new bank customers? An extensive new research study, "From Customer Relationship Management to Customer-Managed Relationships: The Key to Successful Retail Bank Onboarding," has just been released by Catalyst.

The study takes an in-depth dive into how banks should approach onboarding and cross-selling to succeed in today’s customer-managed environment.

The study reveals several key insights, including:

  • The best approach to maximize opportunities during onboarding
  • The importance of earning customers’ trust before cross-selling, and how to do it
  • The three types of customers you must attract
  • Ways to increase cross-sell for every customer segment
  • The services and relationships that customers want from their banks, and much more

This qualitative research was conducted among dozens of U.S. retail bank customers who had opened a new account in the last year, banked online, in the branch, or at ATMs.

It’s free from Catalyst, a marketing agency specializing in developing more profitable customer relationships for retail banks.

Download the study here.

About Catalyst

Catalyst ( is a marketing agency that combines complex data analysis, experience design and marketing technology to develop more profitable customers for retail banks. It’s a powerful combination of Science + Soul that yields deeper insights, better solutions and better marketing results for acquisition, cross-sell and upsell.


Press Contact:

Robyn Kahn Federman

Source: Catalyst


Categories: Finance, Credit Unions, Consumer Banking

Tags: acquisition, bank marketing, banking, cross-sell, onboarding, retail banking, upsell

About Catalyst

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Catalyst. We are a marketing agency that combines Science + Soul to help clients develop more profitable customer relationships.

Robyn Federman
Director of Marketing and Communications, Catalyst