The Automatic Relationship Builder (ARB) can send customized email campaigns to new customers and members to tell them about your products, services and programs. Educate new customers about what they're missing and turn one-account customers into lifetime users.
What might new customers want to know about your business? Fill in the gaps and encourage new users to learn more.
Have an item or accounts that needs more attention? Feature them in your onboarding emails to increase interest.
Send newcomer emails for weeks, or even months, to keep your business in the mind of the customer without being overpowering.
NARFE Premier FCU used Onboarding to increase deposits and loans and trim their budget by 40%!
"I'm not sure that your efforts regarding phishing are touted in your marketing materials: if not, it would certainly be something worth highlighting. You folks did a great job!"
Michael Beam, CFO
Palmetto Citizens FCU