

Onboarding Campaigns
For Banks & Credit Unions
Running a robust new member/customer onboarding program is essential to establishing a new relationship and growing your share of wallet over time. Let us help implement this program more effectively using powerful digital insights and communication tools.
Help Your Customers Get Onboarded Seamlessly

Electronic Deliverables
Reduce Onboarding Package Mailing Costs

Cross-sell Opportunity
Increase Share of Wallet

Multi-Channel Interaction
Meeting People Where They Are

Automated Workflows
Communicate Based on Customer Data

Feedback and Reviews
Learn About Your Customer Experience

Data and Reporting
Define Onboarding Success
Onboarding New Members & Customers
Drive Deeper Relationships From the Beginning
Acquiring new members or customers is just the beginning of an effective marketing strategy. Keeping these new customers must be just as important.
By implementing a robust new member onboarding program, with meaningful touchpoints, your financial institution will exceed your customer's expectations and foster a positive new customer experience.
Providing new members a clear path to engage with your bank or credit union is the key to having a good first impression. This will not only increase loyalty and retention, but it will decrease attrition and drive long-term revenue.

Testimonials
We require no long-term commitment so you can decide to reduce or even end services at any time. We do this because we believe our results should be why you decide to stay with us.
But let's hear what our clients have to say...
Indirect Onboarding Success
We engaged FI GROW Solutions to assist in creating a digital Indirect Onboarding Program to better engage our indirect members, deepen our wallet share and increase our operational efficiencies. Based on the program’s performance after the first few months in production, the only regret is that we hadn’t initiated this process much earlier!

Jeffery T.
Director of Lending
Digital-First Strategy
FI Grow have helped us launch a digital-first marketing strategy since January of 2020 and I don’t know how our two-person marketing team could’ve accomplished everything we have without them. They have a vast knowledge of marketing and sales initiatives and are extremely accessible. Their ROI reporting is robust and transparent, making it easy for us to measure the success of our digital ad spend and the overall value of our partnership with FI Grow.

Christin V.
Chief Marketing Officer
Onboarding Program Pricing
Indirect Customer Onboarding
You CAN Deepen Indirect Relationships!
- Review of Current Process (If Any)
- Custom Onboarding Kickoff and Plan
- Data and Personalization for Emails
- SMART Email Content
- Multi-Channel Strategy
- 3-month Planning and Implementation
- Custom Reporting Dashboard
BEST Onboarding Package
Get Indirect and Direct Onboarding
- Review of Current Processes
- Custom Onboarding Kickoff and Plan
- Data and Personalization for Emails
- SMART Email Content
- Multi-Channel Strategy
- 6-Month Planning and Implementation
- Custom Reporting Dashboards
New Customer Onboarding
Increase Share of Wallet with Current Customers!
- Review of Current Process (If Any)
- Custom Onboarding Kickoff and Plan
- Data and Personalization for Emails
- SMART Email Content
- Multi-Channel Strategy
- 3-Month Planning and Implementation
- Custom Reporting Dashboard
Resources For Growth
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