Smart Engagement Tactics For Financial Services Onboarding
A while back I opened a business checking account and something odd happened.
Upon opening the account, I was given a few brochures and was subscribed to a chain of emails with lots of general business tips and updates. Pretty standard.
Here’s the strange part: Not one piece of the onboarding material was personalized for me. Nor was it useful.
If you’re a small bank or fintech company, you have a unique opportunity. The onboarding process allows you to transform your new customers into advocates for your brand. But be warned: There is an extremely short window of time to make this happen.
The Power of Personalization
The good news is, your customers have already chosen you over the competition. The bad news? That doesn’t necessarily mean they’ll stay. To boost customer retention,