Kickstart the Journey

TurnKey Onboarding forBanks and Credit Unions

Adding new customers or members is a critical driver of success for any financial institution. But getting those new additions active and engaged is an adventure all its own. Done right, it can be the start of a long, prosperous journey together with the people you’ve made it your mission to serve. But if you want to speed up engagement and slow down attrition, you need a navigator to help steer your new customers or members along a journey that exceeds expectations and sets your institution apart.

Getting those new additions active and engaged is an adventure all its own.

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Don’t Pump the Brakes

First impressions matter. The onboarding journey offers a make-it-or-break-it window of opportunity to deepen the relationships you have with new account holders or to leave them vulnerable to attrition. Engaging these households early and fostering loyalty along the way are critical to long-term, profitable growth for banks and credit unions.

Are you helping to navigate your new customers’ or members’ onboarding journey or leaving them to go it alone?

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Feel the open road

Onboardability is built for financial institutions just like yours. Our turnkey digital solution assesses key data elements from your core banking system on a daily basis to automatically drive a staged onboarding journey.

  • Deliver highly engaging, personalized content based on behavioral, profile and preference data.
  • Drive a cross-channel, custom-branded onboarding experience that is optimized for desktop and mobile.
  • Data-driven email messaging

  • Social connections, monitoring & messaging

  • Digital surveys and data capture

  • Web tracking & activity triggers

  • Sales & service opportunity notifications

FIG. 1

Automated, MultiChannel Onboarding Engine

The engine is running

The onboarding journey involves four specific stages, each one designed to accomplish a specific purpose and make your customers and members feel as comfortable (and as loved) as possible.

  1. Stage 1
    Welcome & Introduction

    The initial stage is all about getting comfortable and learning what makes your institution special. Messages during this stage will convey basic but important information, such as key contact info, branch and ATM locations, and easy access to mobile apps.

  2. Stage 2
    Usage & Activation

    We’ll get them connected with such services as online & mobile banking, bill payment, direct deposit and social platforms to build engagement and offer a quick survey to assess how everything is going so far.

  3. Stage 3

    Now that they are fully rolling in their existing products, it’s time to gauge interest in new ones. And using all the data we’ve collected from them so far, we can offer the best products to deepen their relationship.

  4. Stage 4
    Loyalty & Retention

    In this stage, we’ll continue to build on the onboarding experience through thank-you messaging, satisfaction surveys, referral requests and a personalized anniversary notification on their one-year anniversary with the institution.

Improved engagement, share of wallet and retention are on the horizon.

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