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Product Webinar

You’re 5 minutes away from losing your customer

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December 16, 2025 - 1PM ET | 10AM PT

Opening a new account has never been easier. With a well-timed offer and 5 minutes, one of your customers could take that first step. How do you build resilient relationships that stand the test of time? How to turn that risk into your biggest growth opportunity in 2026?

In this webinar, we’ll show how community banks and credit unions are turning new account openers into lifelong, profitable relationships by building an engagement-led growth engine.

You’ll learn how to:

  • Activate customers and members immediately with guided onboarding that sets up deposits, direct deposit, subscriptions, and financial goals
  • Engage continuously through personalized, data-driven journeys
  • Deepen relationships with targeted cross-sell and upsell opportunities
  • Turn customers & members into advocates with referral campaigns and rewards
  • Measure impact across the full customer lifecycle

Join us to discover how Digital Onboarding can help your institution own the entire customer lifecycle, deepen relationships, and grow smarter, all from day one.

Speakers

Jen Packard

VP of Solutions
Digital Onboarding

Trevor Thompson

Sr. Solutions Engineer
Digital Onboarding

Adam Westley

Product Demo

October 9, 2025 @ 1PM Eastern

Webinar registration

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