On-Demand Webinar: Come Together: An Executive Imperative for Account Acquisition

Download the Zoot transcript and presentation

Original Broadcast: October 1, 2009 | 10 AM MTN

Speakers:
Ellen Carney, Senior Analyst, Forrester
Eric Lindeen, Director of Marketing, Zoot

Abstract:
Now is the time to position your institution for the recovering market. New account acquisition is critical to future success and needs to be viewed through a heightened focus on credit risk and regulatory change.  Customer acquisition touches a variety of groups within a financial institution (such as credit risk, marketing and compliance) and finding a balance for those various groups’ conflicting metrics is the key to meeting your institution’s strategic goals. 

Zoot Director of Marketing, Eric Lindeen and Forrester Senior Analyst, Ellen Carney provide an innovative perspective to help you navigate through this historic period. Topics covered include:

• Now  is the time to position your institution for the recovering market;
• Best practices for finding the balance between diverse roles for more profitable account opening; and
• Utilizing multichannel integration, offers repository, and instant prescreen to increase process efficiency while maximizing each customer interaction.