Reports & Ebooks

The Complete Guide to Customer Onboarding Videos for Financial Services

The Complete Guide to Customer Onboarding Videos for Financial Services

According to Forrester Research, 53% of average customer churn results from three leading causes, with “poor onboarding” at the top of the list. 

“The Complete Guide to Customer Onboarding Videos for Financial Services” shows how using a video-first approach, enhanced by personalization, overcomes common onboarding challenges.

See how T. Rowe Price and E*TRADE use personalized video to increase account funding and boost digital engagement.

What you can expect to learn: 

  • 5 best practices to transform the onboarding process
  • Effective ways to leverage personalization 
  • How to increase the timeliness and relevance of your videos
  • How to create memorable experiences that boost customer retention

Download the ebook now.

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