Improve Customer Onboarding In Banking With A Simple Follow Up

Feb 12, 2019

Relay CMO Brie Tascione discusses how and why banks should embrace onboarding ‘micromoments’ in an article published by BAI Banking Strategies.

Banks are well aware that a great customer onboarding experience is the key to building trust and loyalty with new customers, but they may be overlooking one crucial element: post-onboarding engagement. A 2017 Deloitte study of digitally native retail banking customers found that 29 percent were dissatisfied with their onboarding, partly because they expected a bank follow up after they opened their account.

Relay CMO Brie Tascione discusses how and why banks should embrace the onboarding follow up “micromoment” for today’s digitally native customer in an article published by BAI Banking Strategies, a leading financial services publication. You can read the full article here.

Transforming customer onboarding in banking takes effort, but it doesn’t have to be difficult. Banks have plenty of individual and aggregate customer data to know what people need and when they need it, and the Relay platform makes it easy for banks to use that data to establish one-to-one customer connections that feel personal, rather than simply transactional. For banks, this means a significant lift in customer lifetime value and satisfaction.

Interested in seeing how quickly and easily you could improve your customer onboarding experience? Feel free to reach out!