2min chapter

AI in Financial Services Podcast cover image

Bringing AI to the Onboarding Process - with Sarah Welch of Curinos

AI in Financial Services Podcast

CHAPTER

How to Engage With Customers in the Early Stages

There's usually probably three fairly high priority things you want to do with a customer in the relatively early stages. After that, there are a wide variety of possible topics that you could engage those customers on. And that's where there's just not enough experimentation and learning from our perspective.Yeah. What trends are you seeing in those paths to primacy? If maybe we can put some categories or at least frame some ways of thinking about them.

00:00
Speaker 2
What trends are you seeing in those paths to primacy? If maybe we can put some categories or at least frame some ways of thinking about them. I know thousands are a lot and I'm wondering if we can bring some context
Speaker 1
there. Yeah. So if you think about, there's usually probably three fairly high priority things you want to do with a customer in the relatively early stages. One, send them a welcome email that connects with them and the reasons why they open this product in the first place. The second is funding message or utilization message that is really getting them to take the initial step to deposit funds or use a line productively. And then the third would be to activate some kind of card, whether that's a debit card or credit card that enables productive use of the sort of core product. And after that, there are a wide variety of possible topics that you could engage those customers on. It could be particular features or functions that you want to call attention to and drive usage of or at least kicking the tires of. It could be brand message. It could be micro surveys that give you more information about what they're kind of bringing to the party that you couldn't get from just behavioral data. It could be they could have they couldn't download an app and use an app. Right. So there are a huge variety of topics that you could be engaging with a customer on. And that's where there's just not enough experimentation and learning from our perspective. Yeah.

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