Marketing Automation: Onboarding Made Simple

The onboarding process is crucial.

It marks the initial interaction with a customer once they have officially signed on, making it a significant time for establishing expectations, conveying values, and laying the foundation for nurturing the relationship.

Today, if you can’t efficiently create a list of your new customers and assign those customers to a personalized email campaign, you're at a disadvantage and may just miss out on one of the biggest opportunities presented to financial institutions.

However, creating effective customer onboarding programs can be tricky. Many banks find themselves hindered by slow, cumbersome manual processes that make it nearly impossible to mine customer data, generate lists, and execute ongoing campaigns.

Create an onboarding campaign that builds trust, encourages loyalty, and creates lifelong customer relationships with these tips:


  1. See all the pieces of the puzzle

    Think of your customer data as a complex puzzle, with each piece holding valuable insights. Some pieces, like your core banking data and information from ancillary systems, are easily accessible. However, other pieces, such as third-party data or information stored in different departments, may require some digging to uncover the complete picture.

    But fear not! By organizing your customer data within a CRM system specifically designed for financial institutions, you gain the power to see all the puzzle pieces at once. This includes information from across your institution, third-party data, and the comprehensive profile information stored within your CRM. With all these resources at your fingertips, you have a wealth of actionable data to drive effective onboarding and nurture campaigns.
  2. Scale your efforts with automated campaigns

    To ensure effective onboarding, automation is key. Once a new customer is added to the system, they anticipate receiving consistent communication that provides them with the information they desire exactly when they need it. 

    Within a CRM, you can automatically trigger a suite of customized messages that thank them for their business, offer them valuable content, and continue to nurture your relationship with them. For example, you can create a new campaign that includes a “customer touch” (email or personal letter) to new customers that emphasizes your appreciation of them while promoting other services that will meet their needs.
  3. Build and grow lasting relationships

    Automation also plays a huge role in scaling relationship-building activities. In any financial institution, but especially for community banks, your biggest value-add is in the personal relationships you form with customers. 
    They like being known. 
    Thoughtful onboarding promotes customer retention, nurtures relationships, and grows customers by allowing you to promote the right services to the right people at the right time.

Marketing Automation with 360 View

Once you’ve gotten in the groove of automating your onboarding campaigns, you can begin to track your results, cross-sell relevant services, and much more! With a CRM that caters specifically to banks and credit unions, you are able to better cater to your customers' needs and demonstrate your readiness to serve them from the very start.

Schedule a demo today to see how 360 View can help you provide your customers with the personalized service they expect.