Adding Value Into BayCoast’s Consumer Onboarding Journey
Email Marketing
Marketing Automation
Content
Strategy
A More Thoughtful, Beautiful Onboarding Experience
Every bank knows onboarding customers is critical to success. But too often onboarding programs resemble cookie-cutter, generic messaging built inside displaced technology solutions. BayCoast Bank wanted more than the “boxed” onboarding experiences they’d seen across the industry. The HIFI team worked with retail, marketing, and IT teams to build a Salesforce-powered onboarding program that engages and energizes new BayCoast consumer relationships.
About The Work
What Did We Do?
Like any data-driven initiative, planning and strategy were central to our effort. The onboarding project included:
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Data and Strategy Planning
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Messaging Matrix Exercises
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Journey Mapping with BayCoast Team Members
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Content and Messaging Strategy
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Email Template and Variation Designs
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Salesforce and Pardot Email Programming
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Marketing Automation Programming
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Analytics and Reporting Setup
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Testing and Quality Assurance
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Internal Launch Documentation Prep
Mapping The Onboarding Journey
There are a myriad of variables in each financial institution’s potential consumer onboarding journey. From data to customer product segments to automation rules that will ensure compliant, timely outreach. We walked BayCoast through a series of questions and data-mapping exercises to ensure the right person would get the right message at the right time.
Client Review
We have worked closely with HIFI for a few years and they have supported us in many areas of marketing as we continue to grow and focus on multiple brands. The team we work with is very strategic, technical, creative and responsive to our needs. Their knowledge of the financial services industry is excellent and they stay on top of trends and best practices. HIFI is a great partner in planning, innovation, and execution and we look forward to working with them well into the future.
