Your customer’s personal and financial data require the utmost care and protection. Customer.io is SOC 2 Type II and GDPR compliant. Utilize your customer data to build your best campaigns, all while keeping your messaging compliant.
Know-your-customer (KYC) steps like ID verification and linking a bank account are common spots where leads drop off. Customer.io allows you to build campaigns that react in real-time to drop-off behaviors, and get your future customers back on track.
Increase monthly active users by reminding your customers of their progress towards their individual financial goals. Ensure greater lifetime value by guiding them towards other relevant products.
Show ROI to leadership with the ability to test and report on how individual messages or entire customer journeys lead to engagement and revenue. Plus, automatically sync results to your data warehouse and analytics tools for in-depth analysis.
—Heloisa Assis, Marketing Manager, Olivia
This guide will discuss 5 tried-and-true best practices for converting more customers through your registration, KYC, and onboarding funnel.
Special guest Chris Craver (Valley Bank) highlights approaches for onboarding FinTech customers more effectively by reducing friction during KYC and guiding customers to key milestones with behavior-based campaigns.
Read how Olivia used Customer.io’s segmenation, testing, and campaign functions to drastically improve how their customers were taking important activation steps.