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
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
INTEGRATE
The EngageWell™ App is integrated into your CRM, ensuring seamless capture of important data from each Customer interaction
ALIGN
Align your organization to the EngageWell™ Process through our targeted training program
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
3 Alliance Center
3550 Lenox Road NE, 21st Floor
Atlanta, Georgia 30326
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