Are you considering having your bank or credit union marketing team or sales team start to work...
Electronic Deliverables
Reduce Onboarding Package Mailing Costs
Switch your approach to deliver documents and disclosures electronically.
Cross-sell Opportunity
Increase Share of Wallet
Deepen relationships with new customer's by informing them about your products and services.
Multi-Channel Interaction
Meeting People Where They Are
Cultivate a deeper relationship with your new customers on the channels they prefer.
Automated Workflows
Communicate Based on Customer Data
Customize your approach by using customer data you already have.
Feedback and Reviews
Learn About Your Customer Experience
Incorporate NPS Surveys and drive Google Reviews through automation.
Data and Reporting
Define Onboarding Success
Define the level of relationship want to build and track progress of 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.
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!
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.
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