The customer onboarding journey is a critical opportunity for engagement, especially in the financial industry. A nationally known financial institution was experiencing decreased customer engagement and lower card activation rates, and they turned to the RPE Origin team for help reimaging the customer journey.

Find out more about the steps we took to enhance the customer journey, including: 

  • Evaluating customer attitudes to understand cardholder needs
  • Analyzing existing data sources for brand engagement
  • Identifying barriers in data flow between systems
  • Refreshing creative components with more compelling messaging and design

 Download the case study to see how we improved the customer journey across email and direct mail and create a continuous, low-maintenance automation for the client.