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Posts tagged with "Onboarding"

09/28/2017

What’s on the Agenda for DX18?

Can you believe fall is here? You’re probably diving into Q4 and all the hours of planning, forecasting, and analyzing that go into prepping for next year. We know you’re busy, but don’t forget — Deluxe Exchange 2018 (DX18) will be here before you know it! You’ll notice quickly when you visit the Deluxe Exchange website that…

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09/26/2017

Using Machine Learning to Maximize Customer Acquisition and Retention

Two mothers sit on a park bench, watching their offspring on the playground. Mom No. 1 observes to Mom No. 2, “Your son is very intelligent.” Mom No. 2 sighs, shakes her head and responds, “Yeah, but he’s not interested in learning.” This vignette perfectly encapsulates the relationship between artificial intelligence (AI) and machine learning….

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06/26/2017

Three Must-Haves for a Successful Onboarding Program

Onboarding – the process your bank or credit union uses to define your ongoing relationship with new customers or members – is a critical part of your marketing strategy. A comprehensive onboarding process gives financial institutions a great deal of control over that relationship starting with the initial enrollment of a product or service. A…

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06/23/2017

The Role of Follow-Through in Loyalty-Building Onboarding

We love our jargon in the banking industry, and financial institutions today have managed to expand Eddie’s simple six-word formula for success into multiple layers of terminology, seasoned with plenty of technology. We talk about creating an ideal “customer journey,” “data-driven insights” to drive “segmentation” and “build brand loyalty,” as well as the importance of…

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06/14/2017

Best Practices for Onboarding Millennial Customers

By now, the entire banking industry is aware of the growing economic power of the millennial generation. In a few short years, millennials have overtaken all other generations as the largest since the baby boomers, and as the most populous in the workforce. Millennials will be the borrowers and investors of the immediate and foreseeable…

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03/20/2017

Three ways to use signals for customer retention

Consumers have more options — and more ways to search for them — than ever before. While this was once reserved for consumable products like a smart watch player or a new pair of shoes, consumers are exploring financial products, such as HELOCs and auto loans, in new ways. Thanks to many of the alternative…

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06/20/2016

What Ikea Can Teach Us About Onboarding New Account Holders

Ikea is known worldwide for a few things. The first is for selling highly-functional, ultra-affordable furniture available in bulk. They come into major metro areas with one massive store and let their marketing engine build the excitement. People drive from all over the metro area for the experience and for the trendy designs from the…

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