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FI Grow can help you bank maketing team or credit union marketing team with onboarding.

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.

Make It Happen!

Help Your Customers Get Onboarded Seamlessly

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Electronic Deliverables

Reduce Onboarding Package Mailing Costs
Switch your approach to deliver documents and disclosures electronically.
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Cross-sell Opportunity

Increase Share of Wallet
Deepen relationships with new customer's by informing them about your products and services.
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Multi-Channel Interaction

Meeting People Where They Are
Cultivate a deeper relationship with your new customers on the channels they prefer.
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Automated Workflows

Communicate Based on Customer Data
Customize your approach by using customer data you already have.
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Feedback and Reviews

Learn About Your Customer Experience
Incorporate NPS Surveys and drive Google Reviews through automation.
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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.

 

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What our clients say

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!

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.

Get Started With Onboarding

Onboarding Program Pricing

$ 15,000

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
$ 25,000

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
$ 15,000

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
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