SPECIAL EDITION • THE NEXT NORMAL
The Ultimate Guide to Remote Onboarding
onboarding made easy SAMPLE ONBOARDING EMAIL TRACK By Brett Jackson, Systemax
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get one ou only Day 1 chance at a first impression.
One advantage to automating your client onboardWhether you are onboarding a new client ing process is to allow your cross-selling drip to thank welcome new client and provide contact or a Email new employee, it is & critical that your campaign to follow on the back information end. You certainly process is one thatto communicates even writing have other product lines that would be gift advantaEmail banker to effectively remind about thank you note & sending when they are not in person. Unfortunately, the geous to your new customer, so it is worthwhile to pandemic has changed the way we think about enter them into your drip campaign to ensure you Day 3 these procedures forever. Who would have thought stay front and center. Try incorporating a success Online training video that employees and banking customers wearing a mask into story, share interviews, and other information the bank would be commonplace? It is time to about your existing clients to build additional trust recalibrateDay our onboarding processes for the future. and promote your bank. 7
Invitation for customer to follow on social media
The remote onboarding process is foreign territory for most managers but understanding a few tips Day 14your first few critical weeks to and tricks will allow operate flawlessly. Identifying branch & ATM locations
Bringing on a new customer is a pivotal time in Day 20 a new business relationship and the goal is to onboarding made easy Checking account information launch seamlessly into your working relationship. & promotion SAMPLE ONBOARDING EMAIL TRACK Precautions such as travel restrictions and social Day 1 distancingDay guidelines 30has shifted the way we think Email to thank & welcome new client and provide contact information Email to banker to remind about writing thank you note & sending gift about the start of this exciting relationship, but it Saving account information & promotion Day 3 does not have to. By developing a seamless cusOnline banking training video tomer onboarding experience that optimizes new Day 7 Invitation for customer to follow on social media Day 40while defending against fraud account conversions Day 14 tactics is essential. Money matters account information & promotion Identifying branch & ATM locations Day 20 Notification email goes to banker to call customer and check in
Checking account information & promotion Creating an automated onboarding checklist will Day 30 ensure that welcome communication, agreements, Saving account information & promotion Day 50are all executed and keep and material requests Day 40 Money matters account information & promotion everyone organized and on the same page. To avoid Notification email goes to banker to call customer and check in Home loans account information & promotion digital onboarding overwhelm, make every step as Day 50 Home loans account information & promotion simplistic as possible. Think about also including Day 60 Day 60 videos within your process. Many find videos an Personal loans account information & promotion Personal loans account information & promotion Day 70 easy way to walk customers through a process. Get Auto loans account information & promotion creative with it. Take it as an opportunity to share Day 80 Member referral your culture and create Day 70 an experience for your new Customer added to list categories for specific interest emails customer. After your initial tasks have been comAuto loans account information & promotion pleted, following up with dynamic emails, texts or Check out www.systemaxsolutions.com/onboarding even phone calls can continue to strengthen your Day 80 to download your free onboarding systemaxsolutions.com | 217.546.6646 | checklist. relationship.
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Member referral Customer added to list categories for specific interest emails • May-June 2021
