Retail Banking DDA Solutions—Onboarding

Key benefits

> Grow revenue by transforming accounts into engaged primary households

> Enhance the customer experience by offering relevant products and pricing

> Decrease the likelihood of attrition by increasing the scope of services used by account holders

> Decrease marketing costs by more efficiently cross-selling and upselling at the point-of-sale

Offer the right mix of products at the right price to the right customer Transforming new accounts into engaged primary households is a primary objective for any onboarding process. More than a basic sales procedure, it’s your best chance to lay the foundation for a lasting relationship with your customer.

The Onboarding Solutions available through Equifax Retail Banking DDA Solutions help you clearly see the potential—both good and bad—in your new accounts and make better informed offers based on that insight to develop primary households.

Make more informed cross-sell decisionsWhile internal data alone has value, now you can automatically access more comprehensive information about your new account holders—including clues about their income and lifestyle—and seamlessly integrate it into your onboarding strategy.

Our Onboarding Solutions deliver the wider, 360 degree view you need to securely and efficiently align more customers with the most appropriate mix of products, promotional offers and account limitations, when necessary. With our Onboarding Solutions you can:

Cross-sell and upsell the right product to the right customers using pre-screening intelligence that instantly provides you with an initial list of product recommendations Offer better pricing and terms by gaining a wider view of customers that clearly highlights the risk

and opportunity associated with an account Strengthen the customer experience by servicing the financial needs of a wider range of account

holders and simplifying the process for your point-of-sale personnel

Instead of simply opening a checking account, you can more confidently offer new customers expanded financial services that deepen relationships and help grow your primary household portfolio over the long term.

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Strengthen your household portfolio with a robust one-stop solutionOur Onboarding Solutions are part of a broad suite of Equifax Retail Banking DDA Solutions designed to give you a complete, multi-faceted view of customers which helps you:

Grow your household account portfolio Find hidden opportunities by modifying your rules and setting risk-appropriate account terms for attracting and rewarding responsible customers Maximize cross-sell opportunities

Know when a customer’s financial situation changes, or when they’re in the market for a new product

Increase account profitability Understand current and emerging financial risk and proactively protect against it

Get started todayFor more information about how your financial institution can grow your household accounts using Equifax Retail Banking DDA Solutions, please contact your Equifax Account Manager at:

800-879-1025 or visit www.equifax.com/retailbanking

This publication contains many of the valuable trademarks, service marks, names, titles, logos, images, designs, copyrights and other proprietary materials owned, registered and used by Equifax Inc. and its affiliated companies, including but not limited to the registered mark “Equifax”; any unauthorized use of same is strictly prohibited and all rights are reserved by Equifax Inc. and its affiliated companies. All other trademarks and service marks not owned by Equifax Inc. or its affiliated companies that appear in this publication are the property of their respective owners.

Equifax and EFX are registered trademarks of Equifax Inc. Inform > Enrich > Empower is a trademark of Equifax Inc. Copyright © 2012, Equifax Inc., Atlanta, Georgia. All rights reserved.EFX-USA-2005-02/01/12

For more information, please contact:800-879-1025 www.equifax.com/retailbanking

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