Grow business with a merger or system upgrade - don’t lose it.

Make your investments pay off. Make it easier for customers & members to make the switch.

Retain customers & members

The Challenge

When institutions merge, typically 10% of customers and members switch institutions due to poor communication. Institutions send a couple of mailers and assume that the job is done. Don't let your investment slip down the drain.

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The Solution

Communicate with customers and members before, during, and after mergers and digital banking system upgrades. SMS messages are highly effective and unlikely to be overlooked. Deliver personalized emails and digital guides that help them anticipate and understand any changes.

Flip

The Challenge

When institutions merge, typically 10% of customers and members switch institutions due to poor communication. Institutions send a couple of mailers and assume that the job is done. Don't let your investment slip down the drain.

Flip

The Solution

Communicate with customers and members before, during, and after mergers and digital banking system upgrades. SMS messages are highly effective and unlikely to be overlooked. Deliver personalized emails and digital guides that help them anticipate and understand any changes.

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Ensure they aren’t caught by surprise

The Challenge

You probably need to notify people and businesses by mail when you upgrade digital banking systems or go through a merger. It doesn’t mean that they’ll remember the key dates and when they need to make changes. If customers feel caught by surprise, they’ll get frustrated.

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The Solution

Use our platform to send perfectly timed email and SMS reminders that link to personalized, step-by-step digital guides with key dates and simple instructions on actions they need to take. When you make the transition easy, you’ll make a great impression and boost satisfaction.

Flip

The Challenge

You probably need to notify people and businesses by mail when you upgrade digital banking systems or go through a merger. It doesn’t mean that they’ll remember the key dates and when they need to make changes. If customers feel caught by surprise, they’ll get frustrated.

Flip

The Solution

Use our platform to send perfectly timed email and SMS reminders that link to personalized, step-by-step digital guides with key dates and simple instructions on actions they need to take. When you make the transition easy, you’ll make a great impression and boost satisfaction.

Flip

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SMS messages are highly effective. Open rates run as high as 98%!

Gartner

fact icon

SMS messages are highly effective. Open rates run as high as 98%!

Gartner

Grow satisfaction & excitement

The Challenge

When you communicate with direct mail or simple emails, customers and members may make the wrong assumption about digital capabilities and shop around. Old-school tactics make it hard to show off the innovative services that you offer.

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The Solution

Instantly welcome new customers and members and tell existing ones about important upgrades. Showcase short videos, engaging screenshots, and top benefits. Use our easy-to-build survey widget to measure satisfaction, capture feedback, and address issues before they fester.

Flip

The Challenge

When you communicate with direct mail or simple emails, customers and members may make the wrong assumption about digital capabilities and shop around. Old-school tactics make it hard to show off the innovative services that you offer.

Flip

The Solution

Instantly welcome new customers and members and tell existing ones about important upgrades. Showcase short videos, engaging screenshots, and top benefits. Use our easy-to-build survey widget to measure satisfaction, capture feedback, and address issues before they fester.

Flip

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What our customers have to say

First Foundation logo

“We plan to continue growing our Digital Bank, enhancing our Digital Channels and solutions as well as providing a first-class user experience. We see Digital Onboarding as a partner that will help us with accomplishing those goals by being our go to engagement, communication, and follow-up platform.”

Jimmy Ton

Jimmy Ton
SVP, Director of Digital Channels
First Foundation Bank

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