Issue 2. 2022 27 1 IQ Analytics by Ignite Sales, 2019 2 Ignite Sales Research 3 Ibid. 4 Ibid. © 2021 Harland Clarke Corp. AcquisitionCX is a trademark of Harland Clarke. All rights reserved. MKSVC-2110-01 Start engaging customers and matching their needs with your products and services. Call 1.800.351.3843 Email contacthc@harlandclarke.com Visit harlandclarke.com/AcquisitionCX How Account Advisor Works Account Advisor is programmed with customer dialogues focused on uncovering a customer’s unique financial needs through a logical series of questions and then guides them to exactly the right product(s) to fulfill their needs. Account Advisor removes inconsistency in approaches to help financial institutions discover needs at the time a new account is opened, whether online or inbranch. The result is consistent, relevant and accurate recommendations that improve: • Multichannel communication • Customer experience • Customer retention • Account growth • Product fit • Product utilization Account Advisor transforms customer engagement with dynamic customer-facing digital conversation guides that consistently and accurately uncover and address consumer needs across all major lines of business at the financial institution. By leveraging Account Advisor to supplement your online and in-branch account opening process, your financial institution can deepen relationships from the moment of account opening, provide an exceptional customer experience, boost qualified digital applications and reduce attrition: • Deeper relationships – Guided conversations using Account Advisor users average two additional products/services opened2 • Exceptional customer experience – Guides deliver a 40%+ improvement in customer satisfaction as measured by JD Power and Gallup3 • Online application rates are 4x higher with guide use4 • Reduced attrition due to improved needsmatching Account Advisor Features and Benefits • Institute consistent, trackable and compliant conversations and recommendations • Better engage with consumers and be viewed as a true financial advisor • Higher account opening completion rate • Gain more applications online • Consistent, complete and accurate accounts opened with visibility across the organization • Improve sales efficiency and reduce turnover • Ensure the right accounts are opened by the right customers • Know the potential of relationships from the moment the first account is opened • Acquire current client and market data to inform your marketing, product development, training, expansion and strategic decisioning • Meet revenue growth objectives
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