From Customer Relationship Management to Customer-Managed Relationships: The Key to Successful Retail Bank Onboarding

What’s inside:

  • Where and how customers prefer to open new accounts
  • How to win their trust to improve cross-sell and upsell
  • Features they want on your website and in your mobile apps
  • Empowering the customer to come to you
  • How they want you to communicate with them, and how often
  • And more
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This research report is free of charge.


About Catalyst

Catalyst is a marketing agency that combines complex data analysis, marketing technology and experience design to deliver more profitable retail banking customers. From time to time, we conduct research to help our clients better understand their customers and their customers’ journeys. We then apply analytics and technology to develop solutions that translate these insights into improved customer experiences.  We call it Science + Soul.

For help improving your retail bank marketing programs, contact Mike Osborn at 585.453.8331 or email: