By Need/Use Case > Customer Onboarding

Automate Your Customer Onboarding

Deploy a sophisticated onboarding program and engage new customers early.

What was the problem?

Most institutions experience an attrition rate of 25% and 40% for new account holders. Onboarding new customers with the right message across channels is challenging without easy access to the right data and automation tools.

How Does Segmint Add Value?

Segmint makes it faster and easier to identify the right customers and deliver the right messages for customer on-boarding. By providing simple access to core data, financial marketers can set up a cadence of messages that are triggered as a customer reaches different stages in their unique onboarding journey.

Deploy Always On Campaigns

Deliver campaigns that are triggered based on your customer data and don’t require any manual data management.

Deliver Next Best Offer

Set up a holistic campaign strategy, and automatically serve the best marketing message to every customer.

Deepen Customer Relationships

Expand relationships with your account holders based on their products with you, held away accounts, and key lifestyle indicators.

Questions about how Segmint can help you?

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