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:
Of US Households Feel “Moderate” to “Significant” Stress about their finances
Want Guidance from their Banker, but only 28% are getting it
Of transactional Customers get engaged in a deeper conversation
Feel their Bank is primarily focused on “Selling Me Something”
OUR SOLUTION
EngageFI 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 EngageFI 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 EngageFI 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 EngageFI 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 EngageFI process can be fully deployed in less than 30 days
INTEGRATE
The EngageFI App is integrated into your CRM, ensuring seamless capture of important data from each Customer interaction
ALIGN
Align your organization to the EngageFI Process through our targeted training program
LAUNCH
Deploy the EngageFI Process, choosing a Banker-led model, a Self-Directed Model or a combination of both
WHAT OUR CLIENTS ARE SAYING ABOUT ENGAGEFI
DRIVING GROWTH
The EngageFI 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
3 Alliance Center
3550 Lenox Road NE, 21st Floor
Atlanta, Georgia 30326
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