Back to blog

Streamlined Onboarding and Welcome Kits Improve FS Customer Experience

• Author:

One of Media Logic’s clients challenged our healthcare marketing team to overhaul its Medicare fulfillment kit in 2016. Loaded with multiple plan brochures, enrollment forms and compliance information, the package was quite cumbersome and – to put it simply – wasn’t very welcoming. Sound familiar? Financial brand onboarding and welcome kits suffer similar ailments. They can be disorganized and non-cohesive and often contain too many inserts. As a result, instead of building the brand, they can dilute it. Instead of starting off the customer relationship with a terrific brand experience, they can disappoint.

But, like our colleagues on Media Logic’s healthcare side, we believe there’s a better way. Take a look at how they revamped one insurer’s fulfillment kit:

Employing similar best practices on the financial services side, we help brands streamline customer communications while still amplifying product benefits and features, providing information that’s of value and fulfilling compliance regulations. In addition, through smart design, effective layout and the right production materials, we create the right customer experience for our clients’ customers, whether they are high net worth cardmembers or part of the broader mass consumer market.

Tags: , ,

Related Stories

The first 90 days are critical to the customer experience

Onboarding is a Smart Place for Banks to Start When Improving Customer Experience

Banks need to create better onboarding experiences, warns ABA Bank Marketing. In a recent article citing retail banking data, Sean McDade writes, “Your newest customers are the most unhappy and the most at risk.”

Simple Bank turns privacy policy update into marketing opportunity

Simple Bank Proves Privacy Policy Updates Don’t Have to Be Boring

These kinds of customer communications are legally required. Simple is just like every other bank: it has to notify its customers. But Simple isn’t treating the task like every other bank.

Financial Services Marketers Can’t Ignore Elevated Consumer Expectations

Companies like Google, Apple, Uber and Amazon have ratcheted up consumer expectations. And now even more complex industries, such as financial services, are being held to the same standards. And we’re already seeing its impact.