Solutions

Primary Banking

Be your customer’s primary financial institution by providing a personal and engaging primary banking proposition.

Trusted By The World's Best

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Deepen customer relationships and grow with them throughout their life journey

Reduce inactive accounts and bolster customer engagement with comprehensive onboarding programs. Deliver messages and offers in key life moments, becoming the lifelong advisor customers count on.

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.

Anchor your customers to their new checking account in the first 30 days.

DID YOU KNOW?
One of the top reasons a checking account becomes inactive is because setting up features like direct salary deposit is a pain.

Reduce operational costs by shifting manual processes to digital.

DID YOU KNOW?
By digitally onboarding your customers, you significantly increase customer satisfaction and reduce costly manual activities like writing checks and consumption of paper statements.

Resources For You

It's time your digital channels work for you.