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Accountholder Experience

Turning Tools Into Trust: Help Your Accountholders Use Tools That Matter

Tracy Almquist
Jul 29, 2025

You offer valuable tools and resources to support your accountholders – but too often, they’re not being used.

Whether it’s due to lack of awareness, perceived complexity, or the assumption that certain services aren’t meant for them, the result is the same: missed opportunities for both your financial institution and your accountholders.

That’s why your marketing matters.

Turn Access to Action

Marketing isn’t just about promoting products – it’s about creating awareness, building understanding, and encouraging engagement.

Your efforts should bridge the gap between what’s available and what’s actually being used. When you educate accountholders on the real-world value of your tools, you empower them to take control of their financial journey.

By doing so, you deepen relationships, build trust, and increase satisfaction. You’re not just offering services – you’re helping people make confident, informed decisions.

Becoming a True Partner

Today’s consumers and small business owners want more than just a place to store their money. They’re looking for a financial partner – someone who listens, understands, and supports their goals.

Behind every transaction is a story: a dream, a challenge, a milestone.

Recognizing the human side of banking allows you to connect on a deeper level. It’s not just about the money – it’s about what the money represents. When you show that you understand you’re accountholders, you become more than a provider.

You become a trusted partner.

Confidence Through Connection

 Insights from the Jack Henry™ Financial Sentiment Study indicate 75% of accountholders have experienced life events that disrupted their financial confidence – including job loss, medical emergencies, and major life changes.

While satisfaction with financial institutions is high during positive events like promotions or weddings, it drops significantly during crises.

This highlights a critical opportunity: by offering timely, empathetic support during difficult times, you can build lasting trust and loyalty. Empowering your accountholders to regain confidence in their financial decisions not only strengthens your relationships – it reinforces your value, too.

Relevance Drives Loyalty

Most people want to make smarter financial choices but don’t know where to begin.

That’s why your marketing must be clear, relevant, and timely. Whether it’s a reminder to set up card controls, a budgeting tip, or a savings feature spotlight, every message is a chance to show you care.

When accountholders receive guidance that’s personalized and easy to act on, they begin to see you as a dependable partner – not just a service provider.

The Jack Henry Marketing Center™: Your Strategic Advantage

The Jack Henry Marketing Center is your ally in building stronger, smarter marketing strategies that drive real results.

Designed with you in mind and built to increase product usage, deepen relationships, and boost engagement, this free platform empowers you to meet your accountholders where they’re at with campaigns that are timely, relevant, and easy to launch.

This free platform offers:

  1. Insight-driven campaigns: Pre-built, research-backed content that resonates.
  2. Customizable assets: Tailor messaging across channels to reflect your brand.
  3. Flexible distribution: Deploy campaigns through Jack Henry™ or your own channels.

With the right tools and messaging, you can turn everyday interactions into lasting relationships and turn your marketing efforts into meaningful adoption.

Explore the Jack Henry Marketing Center today! Register or log in using your Jack Henry ID.


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