RETAIL BANKS & CREDIT UNIONS

Creating Customer Engagement to drive Loyalty and Growth

DRIVING GROWTH THROUGH CUSTOMER ENGAGEMENT

One of the most powerful drivers of growth for Retail Banks and Credit Unions is addressing "The Customer Engagement Gap." The key is getting transactionally-focused customers to engage with bankers in deeper conversations about their finances. Just consider these statistics:

68%

Of US Households Feel “Moderate” to “Significant” Stress about their finances

%

Want Guidance from their Banker, but only 28% are getting it

< 3%

Of transactional Customers get engaged in a deeper conversation

%

Feel their Bank is primarily focused on “Selling Me Something”

OUR SOLUTION

EngageWell™ is a proven approach to creating customer engagement, combining a state-of-the-art financial wellness app with targeted training that empowers organizations to deliver a consistent and collaborative Guidance-based experience. Through the EngageWell™ Process, customers conduct a targeted assessment of their current financial situation, then define their Financial Priorities and finally receive a clear plan for taking action. The result is helping customers improve their financial life while identifying multiple opportunities to expand the relationship.

THE FOCUS

The EngageWell™ Process enables Retail Banks and Credit Unions to achieve three key Strategic Priorities

1 - ENGAGE

Create Customer Engagement by having a 5-7 minute Financial Wellness conversation using the EngageWell™ app

2 - EXPAND

Identify multiple relationship expansion opportunities by helping Customers define their Financial Priorities

3 - EMPOWER

Seamlessly capture key Customer insights in your CRM to empower highly personalized Marketing and Lead Nurturing Campaigns

THE MOMENT OF TRUTH

THE PROCESS

The EngageWell™ process can be fully deployed in less than 30 days

ENGAGE

INTEGRATE

The EngageWell™ App is integrated into your CRM, ensuring seamless capture of important data from each Customer interaction

EXPAND

ALIGN

Align your organization to the EngageWell™ Process through our targeted training program

HISTORY

LAUNCH

Deploy the EngageWell™ Process, choosing a Banker-led model, a Self-Directed Model or a combination of both

WHAT OUR CLIENTS ARE SAYING ABOUT ENGAGEWELL™

DRIVING GROWTH

The EngageWell™ Process is a transformative driver of Growth and Loyalty

CUSTOMER ENGAGEMENT

Doubling Traffic Conversion Rates into deeper Conversations

REFERRALS

Increasing Referrals to Internal Partners by over 50%

RELATIONSHIP EXPANSION

Uncovering an average of 2.8 opportunities per Customer Conversation

CUSTOMER DATA / INSIGHTS

Enabling data-driven and personalized Marketing and Lead Nurturing Campaigns

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3 Alliance Center
3550 Lenox Road NE, 21st Floor
Atlanta, Georgia 30326