Digital ONBOARDING
SOLUTION OVERVIEW
Anchoring, Engaging, Accelerating Growth
Digital Onboarding is an automated system of prescriptive communications leveraging multiple channels to engage, anchor and accelerate cross-sell and balance growth among newly acquired checking customers. This product enhances your acquisition strategy with a prescriptive, multi-channel journey that heightens the customer’s experience and accelerates relationship growth.
Why A State-of-the-Art Digital Onboarding Solution Matters
Checking acquisition is expensive, with a cost per account of around $450, little initial deposit gain and no guarantee you’ll be able to grow the relationship to its full potential. What’s more, about 25% of new
customers leave in the 1st year, with half of those leaving in the first 90-days.
Solution Features
Automated digital solution.
Set it and forget it simplicity
Multi-channel messaging platform.
Text, Email, Direct Mail, DIGITALMail, and Social Media
Indefinitely flexible SaaS platform.
Create as many personalized journeys as your data supports
Life Event Alerts.
Understand and act when your customers are experiencing a monitored life event
Enable one-to-one engagement through Online Appointment Scheduler
Optimized for mobile devices
Incorporate Digital Referral to boost DDA growth
One click report access.
In depth quantitative and qualitative analytics provided through an online reporting portal
How Does Your Onboarding Solution Compare?
| Feature/Benefit | Description | Digital Onboarding | Other Solutions |
|---|---|---|---|
|
Knowledgeable Account Team An extension of your marketing team |
CS3 team manages all facets of program/execution so you don’t have to. |
YES |
|
|
Solution Automation Do more with same. |
Automated and centralized data processing. Automated communication execution. |
YES |
|
|
Multi-channel Communication Leverage 5-channels to deliver up to 16-touches over 5-messaging moments in 90-days. |
|
YES |
|
|
Customer Satisfaction Measurement |
Micro-survey to measure satisfaction with new account opening process. Responses are available in real-time through the on-demand Performance Analytics Portal. |
YES |
|
|
Performance Measurement |
On-demand performance metrics: Provides wholistic view of ROI, response rates, email/text opens, profitability, balance gains, product cross-sell gains, attrition, customer satisfaction scores. |
YES |
|
|
Support New Checking Growth |
Gain a 5 -10% growth lift at less than 1/2 the traditional CPA with an integrated digital referral program to fuel DDA growth. |
YES |
|
|
Platform Flexibility |
|
YES |
|
|
Budget Flexibility |
Configurable to fit most budget scenarios. |
YES |
|
|
Implementation Ease |
From signature to launch in 30-days. |
YES |
|
|
Compliance |
Buy from a trusted partner: already an approved supplier to your bank. |
YES |
|
|
Relationship Pricing |
Discount applied to reflect long-standing relationship. |
YES |
Contact Us
Products
Digital Referral
Online Appointment Scheduling
Life Event Alerts
Digital Loan Acquisition
About CS3
The CS3 Advantage
Client Case Studies
Contact Us
(303) 619-3057
7811 Pioneers Blvd Office Suite 104, Lincoln, NE 68506