First 30-day checklist
Allow account holders to track their progress with an easy-to-read checklist that gamifies and celebrates task completion.
Self-service functionality
Ease account holders into your institution with an onboarding process they can complete on their schedule.
Tailored tasks and offers
Curate and control an array of adaptable tasks, services and products that contribute to the personalized onboarding journey.
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Keep account holders engaged for longer
Use the thirty-day onboarding window to establish relationships and drive behaviors that are proven to create lifelong engagement with account holders.
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Reduce operational costs and employee workloads
Communicate your dedication to the account holder without the need for constant oversight from your workforce.
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Boost cross-sell and upsell of additional services
Increase adoption of value-add services through relevant, timely offers designated by your institution.