ONBOARDING TIPS & RESOURCES

case_study.png

Case Study: Hudson River Financial FCU and Digital Onboarding

Hudson River Financial FCU implemented the Digital Onboarding platform to replace their traditional paper welcome packets and immediately connect with new share and checking account openers via email and SMS messages that link to a personalized, step-by-step, digital guide.

iconfinder_203_2129039(1).png

7 Tips for Designing an Effective Onboarding Program

The way an institution welcomes new customers and members has a huge impact on long-term engagement and profitability. Access our top tips for designing an onboarding program that drives adoption of account-related services and maximizes satisfaction from the start. 

if_Money-Fire_376776.png

The Magic 3: The Services that Drive Engagement and Profitability

Engaging retail checking account holders drives long-term profitability but you don't have a lot of time. The first 90 days are make or break and 25%-40% of new checking accounts are closed within the first year. Learn about the three services that drive engagement and long-term profitability.

iconfinder_56_1321165(1).png

The Onboarding Opportunity for Banks and Credit Unions

Attracting new customers and members takes an investment.

 

It's well worth it when new account openers fully engage but the clock runs out after the first few months. Check out the stats.

iconfinder_broken-link-seo-connect-web_2

Bank and Credit Union Marketing: The Missing Link

There is no shortage of ways to for banks and credit unions to innovate, but not all opportunities are created equally. Did you know that it costs institutions an average of $300 to acquire a checking account yet 25-40% of new accounts are closed within the first year? 

iconfinder_81_2884224.png

The Critical Third Step in the Bank and Credit Union Marketing Funnel

Many in the financial services industry confuse account opening with onboarding but the two represent very different stages of the marketing funnel. Just because institutions acquire accounts doesn't mean their new customers and members will be profitable.