Pub. 9 2021 Issue 2

Issue 2. 2021 31 The digital consumer journey begins with a single step Getting and keeping the attention of your customers and members comes down to reinventing the online account opening experience. Ideally, it’s the start of a circular journey that lets you reach them at key moments with recommendations and advice that boost their confidence and help make their decision-making easier. Financial institutions that use online technology to engage families, support their values and priorities, assist them in building and preserving wealth responsibly, and help them meet their goals at every life stage, create strong professional and personal relationships that last a lifetime. Let’s continue the conversation. Stephenie Williams is the Vice President of Financial Institution Marketing Product and Strategy for Harland Clarke. Stephenie has over twenty years of experience in Direct Marketing, Strategic Planning, Product Management, and Promotions in the financial services, retail and automotive industries.