The Complete Guide to Customer Onboarding Videos for Financial Services
A poor onboarding experience is a leading cause of customer churn, according to Forrester Research. Learn how to solve common onboarding challenges with a personalized, video-first approach that enhances engagement and retention.
"Retention Starts at Onboarding," 53% of average customer churn results from three leading causes, with "poor onboarding" sitting atop that list at 23%. In other words, the main reason customers leave is that they fail to achieve a substantial level of value quickly."
The Complete Guide to Customer Onboarding Videos for Financial Services : 5 Best Practices to Transform Your Customer Onboarding Experience
In the dynamic and competitive business environment of today, financial services companies face a number of challenges, one of them being customer onboarding. This process is all about welcoming new customers, facilitating smooth adoption, and building lasting relationships. However, achieving effective onboarding is no simple task, and its failure can lead to a cascade of negative outcomes like heightened risk of churn in a market teeming with alternatives. In this ebook, we’ll share 5 best practices to help you create a successful video onboarding program and leverage personalization to meet customer’s rising expectations for “white glove” customer service and on demand information, in an easily digestible format.
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About SundaySky Enterprise Video Platform
Frequently asked questions
Video is a powerful tool for simplifying complex onboarding processes and making them more engaging. Personalized videos make customers feel valued by addressing their specific needs and questions. This ultimately reduces churn by lessening confusion, building trust, and creating a smoother onboarding experience.
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TRANSFORM YOUR VIDEO STRATEGY
Come for the power of video—stay for ease of use, increased customer engagement, and business value. Contact us to learn how you can begin making high-quality, professional-looking videos in minutes.
