How Banks & Credit Unions Can Build Lifelong Customer Relationships with Welcome Wagon

September 9, 2025by Amanda Ivers0

Think about the last time you moved to a new neighborhood. Between unpacking boxes, finding the grocery store, and setting up utilities, you probably also needed a local bank you could trust—fast. That’s the reality for millions of movers every year, and it’s where the opportunity lies for financial institutions. 

 

Why New Movers Are Your Most Valuable Audience 

Did you know that 64% of new movers switch banks within their first year of relocating? It’s one of the most significant windows of opportunity for financial institutions to win new customers.  

When people move to a new area, they’re actively seeking local providers they can trust; including a new bank or credit union. 

This isn’t just about convenience; it’s about establishing community ties. And Welcome Wagon helps you make that first impression count. 

 

Why Banks and Credit Unions Trust Welcome Wagon 

Over the years, we’ve built long-term partnerships averaging 9+ years with banks and credit unions looking to connect with new movers nationwide. Our ability to deliver results—and do it consistently—is why banks and credit unions rely on us to reach new movers every single month. 

Here’s how we do it: 

  • Industry-Leading Response Rates
    Our targeted campaigns connect you with the right households at the right time. 
  • 1+ Million Homes Reached Monthly
    That’s national scale with local precision. 
  • Exclusive Territory Rights
    You’ll own your service area, meaning no competition from other banks or credit unions in your category. 

Top-Performing Offers That Drive Action 

Based on years of performance data, these are the top incentives that banks and credit unions offer through Welcome Wagon—and they work: 

  • $100 New Account Bonus 
  • Free Safe Deposit Box 
  • Free Box of Checks 

These aren’t just offers—they’re invitations to start a relationship.

 

What Our Partners Say 

“I had a great experience with Welcome Wagon! They are flexible, understand your needs, and are willing to work with you to achieve your goals.”
Accura Accountancy 

 

We believe partnerships should feel personal—and it’s that collaborative spirit that keeps our partners coming back year after year. 

Call us today at 800-779-3526
Or email hello@welcomewagon.com to get started. 

 

Check out our case studies: Case Studies – Welcome Wagon 

 

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