Ongoing Onboarding:
The Antidote for Disengaged, Unprofitable Customers

Read the whitepaper to discover:

• Why fully engaged customers are coveted because they buy more financial products and use digital channels more deeply—yet are also much more fickle and hard to please.
• Why it pays to turn inactive customers into fully engaged customers.
• Why ongoing onboarding is so much more complex than it was even five years ago.
• What you need to do to develop a successful 7-step model for ongoing onboarding that will expedite direct deposit switching, sever ties with the previous FI, win pole position for P2P, deepen digital engagement, and ultimately position your institution as the first place that customers and members turn when they have a financial need or shop for financial products.