In today's fast-paced financial landscape, staying ahead of the curve is imperative for banks aiming to provide top-notch service to their customers. Enter the game-changer: Automated Onboarding Email Packages. By delivering timely and tailored information directly to their inbox, banks can forge stronger connections, drive engagement and seamlessly guide customers through essential onboarding steps. In this blog, we'll delve into the transformative potential of these automated email packages, illuminating how they empower banks to revolutionize their onboarding process and ultimately enhance the overall customer experience.  

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Enhanced Customer Experience 

Automated onboarding emails provide a seamless and personalized experience for new customers. They welcome them and guide them through essential steps of the banking process allowing reminders to sign up for eStatements, give updates on the bank or community and allow another touchpoint to make things feel more personal. They also help build trust and credibility, establishing the bank as a reliable and customer-centric institution. 

Timely & Relevant Information 

Automated emails can be sent at specific times and intervals, ensuring customers receive relevant info when they need it most. This also allows you to be mindful of the increments in which emails are sent, so as not to overload the customer with info making them want to unsubscribe. By providing these touchpoints, it helps keep the customers engaged and committed to the bank which reduces customer churn. 

Educational Content 

Emails can lead to higher engagement rates on your social media, blogs and website analytics. They also provide a great place to put those website page links and blog links into certain sections of the email. This educational content can be about banking procedures, financial literacy and the benefits of different services. This helps customers make informed decisions and fosters trust in the bank. 

forbinfi creates email onboarding packages tailored to your financial institution and needs, as well as any of the additional content needed to supplement the educational side such as blogs and page content. Reach out to us to learn more about Automated Onboarding Email Packages! 

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Cross-Selling Opportunities 

These emails can serve as a platform for cross-selling various banking products and services. They can introduce customers to additional offerings like savings accounts, credit cards, investment opportunities, etc. all while positioning the bank as a helpful resource and touchpoint through the email. 

Peoples Savings Bank, based in Missouri, is a great example of our automated onboarding email solution. Here is a snippet from one of their emails to showcase cross-selling. This email’s focus was based on convenience, debit and credit solutions. 

PSB debit card email snippet 


Automation reduces the need for manual intervention in the onboarding process, which can be time-consuming and resource intensive. By setting up emails and just having to add new customers to the platform, you reduce time that leads to cost savings while increasing customer retention.  

Tracking & Analytics 

Email provides great tracking and analytics – you can see what specific buttons and links are clicked on most, who opts out and who engages with the emails. This allows you to make improvements based on the data collected and expand on the areas that do really well. These analytics also allow you to personalize emails more as time goes on based on the data you collect, allowing segmentation.  

Unlock the true power of modern banking onboarding with forbinfi! Our expert team specializes in crafting customized, high-impact automated onboarding email packages tailored to your institution's unique needs and goals. Let us be your trusted partner in revolutionizing your onboarding process! 

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