Skip to content
    A positive review on a tablet from onboarding program.

    Onboarding Programs

    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

    folder icon

    Electronic Deliverables

    Reduce Onboarding Package Mailing Costs
    Switch your approach to deliver documents and disclosures electronically.
    information icon

    Cross-sell Opportunity

    Increase Share of Wallet
    Deepen relationships with new customer's by informing them about your products and services.
    megaphone icon

    Multi-Channel Interaction

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

    Automated Workflows

    Communicate Based on Customer Data
    Customize your approach by using customer data you already have.
    feedback icon

    Feedback and Reviews

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

    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.

     

    Onboarding program for bank and credit union positive feedback on phone.
    Investing in Digital

    Investing in Digital for Banks and Credit Unions

    coverbookexec-1

    What Executives Must Know When Investing in Digital Marketing and Sales

    Ensure you have everything you need to build a robust digital branch for your financial institution! It includes everything you must know when looking to invest in digital.

    Deepen Relationships

    Increase Share of Wallet at All Touchpoints

    Every new customer or member is essential to the success of your financial institution, and your ability to effectively engage with them in a relevant, timely manner is the key to continuing to grow your new customer base. This is why a new customer onboarding program is so incredibly important to the long-term health of your bank or credit union.

    Onboarding program dashboard on phone.
    www.copperstatecu.org
    Onboarding program dashboard on laptop.
    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

    $ 8,500

    Indirect Customer Onboarding

    You CAN deepen in-direct relationships!

    • 6-Month Digital Campaign
    • Email Workflow Schedule
    • SMART Content
    • Personalized for Each User
    • NPS Surveying
    • Custom Dashboard Reporting
    $ 8,500

    New Customer Onboarding

    You CAN deepen in-direct relationships!

    • 6-Month Digital Campaign
    • Email Workflow Schedule
    • SMART Content
    • Personalized for Each User
    • Custom Dashboard Reporting
    • NPS Surveying
    Recent Articles

    Resources For Growth