What Is Onboarding? 7 Important Words [Infographic]


What is Onboarding?

Onboarding is more than just acquiring a new customer and sending them on their way.

Onboarding is a financial institution’s entire communication process when a customer (new or old) opens a new account or buys a new product. The goal of onboarding is to show customers why you’re unique, to prove how much you value them and to get them engage with your brand. Onboarding can help you build deeper, more profitable relationships if you follow these steps.

What is Onboarding - Checklist - Blog Version

 For an unabridged version of this list that will further answer ‘what is onboarding?’, check out this post.