Onboarding in the Digital Age

Feb 11, 2020 11:30 am

Track: Digital Marketing

First interactions are a driving force when it comes to fostering client loyalty. Effectively engaging new accounts in a swift and seamless fashion has the potential to spur cross-sell opportunities — and lifetime value. Yet data complexities, disconnected channels and a shrinking strategic window make onboarding a massive challenge. In this session, we’ll explore the power of centralized automation and platform flexibility to eliminate friction across channels. See how one-to-one messaging can deliver timely, relevant communications for a digitally integrated, hyper-connected client experience.