Digital Onboarding

  1. Digital Onboarding
  2. Getting Started

Turn new accounts into lasting primary relationships

Most new accounts never become primary relationships because institutions lack a structured way to guide people through the critical first 30 days.

Q2 Getting Started changes that with curated tasks and relevant offers that drive activation and build lasting loyalty.

Request a demo
getting-started-1

How does Q2 Getting Started help financial institutions build lifetime realtionships with new account holders?

First-30-days checklist

Empower account holders to track their progress with an easy-to-read checklist that gamifies and celebrates task completion.

getting-started-2

Convenient self service

Ease account holders into relationships with your institution through an onboarding process they can complete on their schedules.

getting-started-3

Tailored tasks and offers

Curate and control a series of adaptable tasks, services, and products that contribute to the personalized onboarding journey.

tailored-tasks-and-offers

Key Benefits

  • calendar-icon-expanded

    Keep account holders engaged longer

    Use the 30-day onboarding window to establish relationships and drive behaviors that build lifetime account holder relationships.

  • gauge-icon-extended

    Reduce operational costs and employee workloads

    Automated, targeted onboarding tasks reduce operational cost and relieve resource burden.

  • chat-icon-expanded

    Boost cross-sell and upsell

    Increase adoption of value-add services through relevant, timely offers designated by your institution.

FAQs

What is Q2 Getting Started?

Q2 Getting Started is a digital onboarding offering that guides new account holders through curated setup tasks. Offered during the critical first 30 days after account opening, Q2 Getting Started helps financial institutions turn new accounts into engaged, primary relationships from Day 1.

How does Q2 Getting Started work?

With Q2 Getting Started, new account holders see a personalized, easy-to-read checklist of tasks curated by the institution. The self-service experience lets people complete setup on their own schedule. Institutions track progress and surface relevant cross-sell opportunities at exactly the right time.

What tasks and offers can institutions include in Q2 Getting Started?

Institutions control the full set of tasks, services, and products presented. Common examples include card setup, direct deposit switching, mobile banking enrollment, and targeted product offers. Tasks and offers can be tailored to different account types and account holder needs.

Who is Q2 Getting Started designed for?

Q2 Getting Started is built for banks and credit unions that want to increase new-account activation rates, reduce the operational burden of manual onboarding outreach, and quickly grow the value of new consumer relationships through timely, relevant offers.

Resources

All resources

Additional products