customer success story
F&M Trust Bank using IEP saw a 31.3% conversion rate among new checking customers targeted for direct deposit enrollment
Turn new accounts into primary relationships
The first weeks decide whether a new account becomes someone's primary bank. Our Intelligent Engagement Platform guides each new customer through the actions that matter, like direct deposit, card activation and digital setup, so the relationship sticks.
Onboarding opportunities the platform can uncover
Convert new accounts into primary relationships
Identify new customers who have not yet established important relationship behaviors such as direct deposit, then engage them with personalized onboarding journeys.
Reduce early account abandonment
Identify new checking customers who have not completed important onboarding behaviors and engage them before the relationship becomes secondary.
Improve digital onboarding
Help new customers complete meaningful next steps such as direct deposit enrollment, card activation, digital banking setup, and feature adoption.
success stories
Proof points
31.3%
direct deposit enrollment conversion among targeted new checking customers in an onboarding program
5.1%
enrolled in card controls among customers reached by a promotion at one bank
2.9%
set up mobile banking among customers reached by a promotion at one bank
intelligent engagement platform
How IEP helps
Identify new customers
Identify new checking customers who have not set up direct deposit and engage them with personalized onboarding journeys.
Guide new customers
Guide new customers to activate their card and adopt mobile wallet.
Prompt
Prompt digital banking setup and feature adoption inside online and mobile banking.
Trigger
Trigger each step from customer behavior, not a fixed campaign calendar.
Consistent journey
Show every new customer a next step that matches the products they actually hold.
Measure conversion
Measure which onboarding actions customers complete and how they convert.
Read story
Ready to see similar results?
Improve customer onboarding with Intelligent Engagement Platform