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.

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.

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.

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


Where Are You On the Personalization Spectrum?

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.

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How to Reboot the Economy After COVID-19

Banks and credit unions have quickly become a source of much-needed stability amid an economic storm. As unemployment skyrockets and retirement savings dwindle due to the COVID-19 pandemic, financial institutions increasingly serve as gateways of trust to small business loans, stimulus checks, and other government aid. Many are also helping customers directly by deferring mortgage payments or waiving fees on accounts.

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Photo of Barry Gekiere

A Tribute to Barry Gekiere: A Champion & Builder of the Canadian Startup Ecosystem

Last week our startup community lost Barry Gekiere, a champion of Canadian innovation, an entrepreneurial mentor, and an incredible human being. Flybits was fortunate to know him as he was an early member of our Board of Directors, and was instrumental to me personally when navigating through the early stages of building a startup in University, to positioning the company for rapid growth.

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It's time your digital channels work for you.