INTRODUCING

From Hello to Loyal: Summer Webinar Series

 

Four Sessions. The Full Relationship Journey. 

Favicon
 
From Hello to Loyal is a brand-new four-part webinar series from Marquis and ZAG Interactive — designed specifically for marketing and leadership teams at community banks and credit unions like yours.
 
Each session focuses on one stage of the relationship journey: how to acquire the right people, onboard them well, deepen the relationship, and keep them for the long haul. Together, they form a complete playbook for FI growth. 
 
 
Learn more and register for Session 1 and 2 below. Sessions 3 - 4 coming soon. Stay tuned!

Acquisition

Session 1 | Acquisition

Right Person, Right Time: Smarter Acquisition for Community FIs 

Learn how to align digital touchpoints with data-driven targeting for a cohesive acquisition strategy.

Onboarding

Session 2 | Onboarding

Make It Stick: Onboarding Strategies That Activate Early Engagement 

Learn how to transform onboarding into a revenue-driving strategy by using data, personalized milestone communications, and automated digital journeys to reduce early account attrition.

Relationship Building & Cross-Selling

Session 3 | Relationship Building & Cross-Selling

Beyond the First Product: Cross-Selling Strategies That Deepen Relationships  

Thursday, July 30th 1pm CT/ 2pm ET

Learn how to grow wallet share among existing customers by combining data-driven behavioral signals and personalized digital strategies to deliver the right cross-sell offers at the right time.

 
 
 
 
Retention

Session 4 | Retention

The Quiet Multiplier: Retention Strategies That Protect Your Most Valuable Relationships  

Thursday, September 3rd 1pm CT/2pm ET

Learn how to reduce attrition and build long-term loyalty by combining predictive risk models, profitability-based prioritization, and intentional digital retention strategies that feed back into the full customer journey.

Registration coming soon!