Improving Onboarding
Click to download


Retail Banking

The Challenge

Inadequate communications processes left a provider of consumer credit cards exposed to delays and errors in the enrolment and onboarding of new customers, making their new customers feeling unimpressed.  One key area of the customer experience needing improvement was the welcome process, which spans not just the initial enrolment but up to the first 90 days.

Why Read This Industry Use Case

Find out about the solution and its benefits, and learn exactly how Smart Correspond for Salesforce addresses the onboarding experience challenge.

Latest news and announcements…