Use Cases > Customer Onboarding

Customer Onboarding

Build better relationships and streamline customer communications by automating customer onboarding in banking.

The Problem

With the first year rate of attrition at 20-25%, onboarding new customers early with the right message across channels is challenging without easy access to the right data and automation tools.


The Solution

With the Segmint platform, you can use KLIs to define audiences to set up a series of campaigns to guide your customers through an account onboarding journey. Campaigns are assigned a goal to track success at each step of the journey. KLI targeting enables customers to flow in and out of the audiences as their data changes and as they achieve the desired step of the journey.