Help account openers instantly adopt services

Deliver guided journeys & speedy enrollment tools

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Win their hearts from the start

The 2x2x2 strategy never worked. People can open accounts in minutes, but getting up & running feels difficult. Be their guide. Start relationships right.

The Onboarding Solution

Make the most of the accounts you acquire

The 2x2x2 strategy is outdated. Opening accounts is easy, but getting started feels overwhelming. Be their guide—help them adopt services, gain confidence & forge lasting relationships. Get the Onboarding Solution designed for banks & CUs.

375%

more direct deposits

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375%

more direct deposits

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64%

lower attrition rate

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50%

increase in eStatements

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8x

Online banking enrollments

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375%

growth in direct deposits

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64%

reduction in attrition

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50%

growth in eStatements

Read the case study

800%

growth in online banking enrollments

Read the case study

375%

more direct deposits

Read the case study

64%

lower attrition rate

Read the case study

25%

lower attrition rate

Read the case study

50%

increase in eStatements

Read the case study

8x

Online banking enrollments

Read the case study

375%

more direct deposits

Read the case study

64%

lower attrition rate

Read the case study

25%

lower attrition rate

Read the case study

50%

increase in eStatements

Read the case study

8x

Online banking enrollments

Read the case study

Deliver a smooth onboarding experience

Help people adopt account-related services

Direct deposit
Digital banking
eStatements
Default payment methods
P2P
Automatic loan payments
Overdraft protection
Rewards programs

Get what you need to succeed

Engage people in & outside digital banking

Speedy enrollment tools

Tap into tools that remove friction. Make it easy to enroll in direct deposit, eStatements, default card payments, digital banking, text messages & more.  >>Learn more

Account number recovery

People need their account numbers to enroll in digital banking & other services. Help account openers securely retrieve sensitive details & engage.

Winning campaign templates

Get branded templates that drive results. We’ll make edits or create campaigns from scratch. Get personalized emails, texts, microsites & digital banking units.

Recommended targeting

Creating manual lists wastes time. Automatically target account openers who need to adopt banking services. Help them take their next-best actions.  >>Learn more

Best-practice cadences

Stay connected during the critical weeks after account opening. Get best-practice schedules. Messages automatically stop when people take action.

Access resources & learn more

Report

Ongoing Onboarding: The Antidote for Disengaged, Unprofitable Customers

Learn about Javelin's Digital Engagement Index, which distills over 50 digital banking habits among U.S. consumers into a single indicator that predicts engagement levels.

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Report

How to maximize email marketing effectiveness

Banks and credit unions depend on email marketing to service, educate, and cross-sell. Download our report, and get tips for creating emails that get noticed and help you achieve your business goals.

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Report

Text messaging: Manage the risks & reap the rewards

Some banks and CUs are reluctant to use text messaging, but why? Gartner reported that 98% of all text messages get read, which is nearly 5x higher than the average email open rate. Read the report to learn more.

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