Banking and Finance
Onboarding
In the banking and finance sector, it is essential to implement an efficient onboarding process for new customers. When a customer opens an account, sending an automated welcome email with personalized messages and links to tutorials on key banking features—such as online banking and mobile deposits—can enhance their initial experience.
Following this, a series of push notifications can guide customers through setting up their profiles, downloading the mobile app, and exploring features that meet their financial needs. After 30 days, an automated feedback survey can help assess the onboarding experience, allowing you to refine future communications. Additionally, based on customer interactions, targeted cross-sell offers for products like credit cards or personal loans can be triggered, which can lead to increased engagement and revenue opportunities.