EngageOne® Video Checking Account Onboarding Template

The easy way to achieve customer growth and retention

The EngageOne Video Checking Account Onboarding Template enables banks to create an Interactive Personalized Video experience for their customers, making it easy for them to:

  • Perform online account management.
  • Increase use of mobile banking.
  • Sign up for additional services such as savings accounts.

Interactive Personalized Video experiences invite your customers to increase their use of mobile banking and sign up for additional services.

Serve up a new interactive, intuitive experience.

Don’t let your customers to get lost in information complexity. Do away with printed information, emails and information on text-heavy websites.

Use the power and ease of video.

Provide a navigable, choice-based video that educates your customers and guides them to take action. 

Increase use of mobile banking and sign up of additional services.

Interactive Personalized Video helps increase mobile banking usage. It also helps improve enrollment for additional services such as savings accounts, bill pay and overdraft protection.

A significant percentage of customers that have checking accounts do not take full advantage of the digital tools and services offered online.

Customers are overwhelmed with text-heavy communications.

Welcome packets of text-based materials often contain extensive information. Most customers don’t want to sift through everything to find what is appropriate for them.

Negative perceptions are difficult to overcome.

Email and postal correspondence can contribute to the perception that your company is not digitally savvy.

Evolve to video that interacts.

Deliver an exceptional customer experience.

The power and ease of Interactive Personalized Video engages customers with relevant information and encourages interactions that build customer loyalty.

Make it easier.

With Interactive Personalized Video, customers can learn how to set up mobile banking, online bill pay, paperless statements and sign up for additional services.

Improve your results

  • Higher revenue with increased signups for additional services
  • Lower costs with reduced dependency on physical branches
  • Higher operational efficiencies with more customers transacting digitally
  • Increased customer satisfaction/Net Promoter Score (NPS)