Financial Services Customer Onboarding Transformation

In banking, acquiring a customer is just the first step—it’s what happens next that truly defines long-term success. Onboarding isn’t just a box to check; it’s the foundation for building a loyal, engaged customer base.

At Relay, we’ve seen firsthand how impactful a strong onboarding strategy can be. By leveraging the Relay Feed, we’ve helped our clients achieve remarkable results—like an 88% increase in debit card activation. Why? Because personalized, timely communication encourages customers to take meaningful actions that set the stage for retention and longevity.

In the article below, we break down our proven methodology and share insights supported by Gartner research to help you redefine onboarding for lasting impact.

To learn more about how Relay and our engagement solution, reach out to sales@relaynetwork.com.

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