How the Digital Onboarding Platform Helps Banks & Credit Unions
It costs banks and credit unions a few hundred bucks just to acquire a checking account. But, just because someone opens an account, doesn’t mean they’ll use it. When customers and members adopt direct deposit, bill pay, and use their debit cards, they are way more likely to consider you as their primary financial institution. And, turn to you when they need additional services. But, getting started can seem hard. So, they procrastinate. Here’s the good news. The fully automated Digital Onboarding platform motivates customers to adopt account related services which can have a huge impact on your P and L. Create customized digital journeys that guide new account holders through each step of the process. Automatically trigger email and SMS reminders to nudge them along. Access reports to see the steps that each account holder took and where they got stuck. Test content for timing and incentive offers, and let the system automatically optimize for the best results. The Digital Onboarding platform is super easy to implement. So, you can be up and running in about a month. Get a platform demo to see how the Digital Onboarding platform can grow engagement and profitability.