The era of one-size-fits-all digital experiences is over. Customers expect brands to tailor experiences to their unique preferences, needs, and situation — and banks and credit unions must rise to the challenge. Many banks and credit unions pride themselves on giving financial services a “human touch,” thanks to friendly and helpful branch employees. Digital personalization replicates that human touch at scale, wherever customers do their online and mobile banking.
Create a new-to-bank onboarding process, with a digital welcome package and daily quizzes.
DID YOU KNOW?
Only 47% of banks and credit unions have an onboarding program, and those that do mostly use direct mail, phone and email.