Daily Customer Data Updates

Timing is everything when it comes to onboarding. Sending out a welcome card weeks late won’t deliver a positive first impression. The FI Works solution consolidates and cleanses the bank’s customer data on a daily basis. This was crucial for driving the timely execution of each step in the onboarding programs.

Accurate, Timely Onboarding Targets

One of the unique capabilities of the FI Works system is its rules-based engine to drive campaigns and work queues based on very specific targeting criteria. Based on the daily customer data feeds (including banking products and activity dates), each step in a variety of onboarding campaigns was automatically generated. This included all the customer details needed to execute the multi-touch campaigns.

Personal Touch

Although this bank is one of the most renowned, high-performing banks in the U.S., its roots as a community bank run deep. Therefore, all the onboarding campaigns were developed to be executed at the branch level – keeping the relationship local and personal. This can only be achieved if driven by accurate customer activity and data for each branch’s frontline banker.

Daily Work Queues

Every day the FI Works sales and marketing platform generates a list of onboarding tasks for each frontline banker with all the information needed: talking points for calls and pre-developed emails and mailers. These task lists fed the bankers with everything they needed to be successful and drove consistent action.

Campaign Dashboard Monitors Results

Onboarding dashboards were developed by the FI Works account representative to ensure management and the bankers could track all onboarding work queues and activities. Full transparency helped manage any changes to the resources needed to keep the onboarding engine moving forward.

Full Visibility to Attrition Rates

Another valuable benefit from FI Works dashboard is the ability to tie activity to the results. In this case, FI Works clearly reported the downward trending of new customer attrition rates directly to the specific onboarding programs.