Account Revenue Solution®
Lasting relationships and revenue through onboarding and engagement.
Earn more deposits and top-of-wallet status by fully onboarding new accounts, reviving inactive accounts and keeping them all engaged with CSI’s Account Revenue Solution®.
Build momentum after account openings with a proven onboarding sequence that keeps new accounts active while forming long-term relationships. A 2:1 ROI is guaranteed (and many see returns of 3:1 or more).
Gain account-level insights to deliver personalized messages and offers based on individual behavior and needs.
Track KPIs like account opening activity, incremental profit from each account, debit card activity and more with visually data-rich dashboards.
From marketing and reward fulfillment to training and ongoing consultation by our team of experts, our solution has everything you need built in and ready to go.
Inactive accounts cost you twice: once in acquisition spend, and again in missed long-term value. Research consistently shows that higher account holder engagement leads to higher profitability.
Digital onboarding is the process of welcoming and educating new account holders through online tools to help them quickly activate and start using their accounts.
Yes. Effective onboarding programs like Account Revenue Solution® increase product usage and cross-sell opportunities, directly contributing to lifetime account value and long-term revenue growth.
Automated onboarding emails, targeted offers, digital reminders and educational content can drive account usage while deepening relationships.
Are you looking for the edge to outperform the competition? CSI is a full-service technology and compliance partner.
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