Start Your Customers on the Right Path

Optimize the onboarding experience by balancing automated digital messaging and human outreach to give new customers the information and support they need without overwhelming them.

Bank Onboarding Use Case

Onboarding optimized

Today’s consumers expect a modern onboarding experience. But many banks rely on outdated and inefficient methods that turn off customers and lead to a drop in product usage and expansion into other services.


Empower your staff to connect with new customers through automated digital messaging based on their new product to increase usage—and entice them to add new products in the future based on their short-term needs and long-term goals.


re-engagement success with members at risk of attrition.


decrease in delinquent loan payments.

See how Total Expert helps with onboarding

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Aggregate Data from Multiple Platforms

A single hub for customer engagement

Modern consumers can tell when an interaction with a brand or company is genuine—and when they’re being sold to. Ensuring that every interaction with your customers is authentic and relevant to their needs starts by understanding who they are and where their financial journey is headed.

55+ Tech Integrations
Create more complete customer profiles by aggregating data, contact information, financial information, and communication preferences from across your tech stack into a single platform.


Create a seamless experience

You’ve dedicated a lot of time and resources to earning new customers, so don’t let it all go to waste by cutting corners during onboarding. This is your chance to reinforce their decision to choose your bank by maintaining a consistent experience, providing important product information, and helping them get started—no matter how tech-savvy they might be.

Dynamic Journeys
Automatically place new customers into pre-built journeys that provide information about setting up and using their new product or service and keep them engaged at key milestones after the onboarding process ends.

Expert Content
Leverage a library of educational resources, guides, and insights created by industry experts to add more value to your customer experience and help expand your relationships over time.

Increase Adoption and Usage Rate

Be your customers’ guide

Ensuring that your customers regularly use their new product(s) is essential for building loyalty and developing lifelong financial relationships. That’s because it still costs more on average to acquire a new customer than it does to sell additional products to an existing customer.

Nurture Campaigns
Create dedicated digital messaging and human outreach campaigns to connect with new customers who don’t engage with your onboarding communications, create an account, or use their new product.

Total Expert in action

Create sustainable growth and increase loyalty with a customer engagement platform that’s purpose-built for financial institutions.