Case Studies
Contact Center Increases Merchant Sign-up Rate by 250% With Appointment Setting and Lead Warming
Saturday, May 4, 2013
American Express Merchant Services provides credit card processing services for small- and medium-size merchants around the country, all of which are served by American Express’s team of 140 managers of business development (MBDs). The MBDs are extremely busy field
salespeople who spend the vast majority of their days traveling from appointment to appointment to personally connect with prospective merchants. Read More
Multi-Credit Bureau Monitoring Accelerates Credit Union’s Loan Growth Beyond Expectations
Thursday, April 11, 2013
HAR-CO Federal Credit Union, a mid-Atlantic credit union with $200 million in assets used Harland Clarke’s loan acquisition solution, Shopper Alert™, to add more than $10 million* in new loans over eight months — at a cost of less than $75 per loan.
Inbound Call Support Eases Online Banking Transition for Thousands of Customers
Wednesday, March 27, 2013
Community banks pride themselves on building lifelong relationships by actively listening to their customers and providing world-class financial expertise and solutions that fit their account holders’ personal banking needs.” Read More
American Express Merchant Services increases sign-up rate by 250% with appointment setting and lead warming
Wednesday, March 27, 2013
American Express Merchant Services increases sign-up rate by 250% with appointment setting and lead warming.
Shopper Alert Helps Credit Union Drive Loan Growth and Achieve Cost Objectives
Tuesday, March 26, 2013
Background
Like many other financial institutions in today’s economy, a credit union located
in the mid-Atlantic region was looking to find new programs and tactics to help
generate new loans across their existing member base.
Challenge
The credit union had several loan programs in the market that were performing
well overall. However, because of the excess in deposits, it was looking for a
program to help accelerate the growth of its loan portfolio, yielding as many
new loans as possible at an attractive cost per loan acquired. The credit union
also wanted to be sure it offered loans only to members who met its credit
qualification criteria.
BankFIRST® Maintains “Gold Star” Service With Mystery Shopping
Monday, March 25, 2013
The bank was looking for a mystery shopping partner that was responsive,
accessible and strategic. “Our employees were frustrated because they didn’t
feel like they were getting all the information they needed from the current
mystery shopping visits and reports,” said BankFIRST Executive Vice President
Julie Kleffel. “We needed more helpful feedback and more thorough, insightful
reporting.” Read More
Harland Clarke Contact Center Facilitates Regional Bank Conversion
Monday, February 18, 2013
A full-service community bank was embarking on a substantial expansion of its branch network that would result in approximately $300 million in deposits. In addition to expanding the bank’s footprint and customer base, the acquisition was designed to grow online and mobile banking services, as well as increase local loans for individuals and small businesses. The bank was committed to providing a positive and seamless account conversion experience for its more than 30,000 newly acquired customers.
Inbound Call Support Smoothes Online Banking Conversion
Monday, February 18, 2013
One of the nation’s premier financial services companies decided to switch to a new online banking application provider in order to enhance the security of personal and account information for its customers. While the bank was committed to ensuring a smooth and painless transition for customers, it wasn’t staffed to handle the anticipated increase in inbound call volume during the conversion.
Acquisition Strategy: Service Credit Union
Monday, February 18, 2013
In April of 2011, Service Credit Union, now a 20-branch Credit Union in the Northeast, reached out to Harland Clarke to discuss its membership growth goals.
Outbound Calling Program Personally Welcomes Members to New Branch
Thursday, December 20, 2012
With nearly $700 million in assets, U.S. New Mexico Federal Credit Union is the oldest credit union in the state of New Mexico, serving members since 1935. Headquartered in Albuquerque, U.S. New Mexico was about to open its newest branch nearly 200 miles away in Farmington. The credit union did not have a branch presence in that part of the state, but did have 1,242 members with car loans only, who lived nearby.