USE CASES

PRIMARY BANKING

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

OUR CUSTOMERS

mastercard logo
members first logo
td logo

WHY IT MATTERS

BUSINESS CHALLENGE

Without a strong primary banking proposition, customers are less likely to remain loyal and acquire additional products. At the same time, if a customer is not properly onboarded from the beginning, it becomes increasingly difficult to deepen the relationship.

BUSINESS SOLUTION

Flybits empowers financial institutions to engage and onboard new-to-bank customers in the first 30 days and cultivate greater customer lifetime value. Flybits also helps you reach customers when their financial needs expand, enabling you to give them the right offer at the right moment.

Flybits has been a true partner and extension of our team. The platform allows us to have more personalized and contextualized conversations with our customers, and we've derived immediate value from being able to better understand and cater to those who bank with us.

Vipul Lalka
Associate Vice President and Head of North American Mobile Platforms, TD

BENEFITS

Onboard New Customers

Teach customers the benefits of mobile and online banking, and help them set up direct salary deposit and automated payments.

Deepen Relationships​

Build stronger, lasting relationships by sending relevant and timely cross-sell opportunities that move single-product customers to multiproduct customers.

Migrate Manual To Digital​

Reduce manual costs like paper statements and physical welcome kits and empower customers to use self-service tools.

USE CASES

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.

direct payroll deposit use case

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.

Optimize consumer experience and 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.

Tax refund use case

Looking to learn more?

Download our eBook to discover easy-to-implement use cases for improving customer experiences at retail banks.

10 use cases to improve customer experiences at retail banks