208) #GameChangers - Rediscovering the Lost Art of Customer Onboarding
We’ve all been there - after opening an account with a new bank or credit union, you never hear a peep from them. Why aren’t financial institutions more proactive with their customer onboarding?
I’m joined by J.J. Slygh, Principal Product Marketer at Total Expert, to talk about why so many FIs fail to make their new customers feel welcome.
Communication is the key to deepening relationships, but a lot of financial brands can do better.
Join us as we discuss:
- Missed opportunities for deepening relationships with customers (6:11)
- Cross-helping your customers rather than cross-selling (15:47)
- Using customer data to help with proactive outreach (25:32)
Check out these resources we mentioned during the podcast:
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