SAMPLE CLIENT WELCOME KIT - smartcampaign.org

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SAMPLE CLIENT WELCOME KITEssential documents for new CLIENT WELCOME Kit Essential documents for new of ContentsDocument Description and Suggestions for Use 3Loan Contract Guidelines 5Sample WELCOME Letter 6Sample Institutional Pledge to Clients 7Sample Loan Summary & Repayment Schedule 8Sample Complaints Information Flyer 9Sample Data Privacy Agreement 10Sample Privacy Summary Statement 14Sample Delinquency Information 15Sample CLIENT Education Materials Financial service providers must provide clients with clear and accurate information about their products and services. Transparency of information allows clients to make informed decisions and demonstrates the finan-cial service provider s commitment to customer service.

tool when developing or improving their own new client welcome documents. A Client Welcome Kit is es-sential for transparent communication to new clients. It can also improve customer service, and may reduce problems that arise from clients forgetting or missing information once they go home.

  Customer, Welcome