Customer turnover is a real worry in the banking world, and, after 90 days, it’s common for many customers to just leave. We didn’t want Academy Bank’s customers to do that, so we thought up some ways to improve their experience and help them get more out of banking. Our first idea was to give out free money, but evidently that wasn’t in budget, so plan B it was.
And so, we crafted the Get More Guide—a microsite and email campaign specialized in helping new customers navigate through the tips, tools, products, and services they now have access to.
Giving Visual Direction
Fully exploring the “guide” theme, we designed a line of icons in a compass-like style to illustrate where you are in the process.
Staying In Touch
Supporting the microsite, a series of targeted emails based on customer portfolios reached out to customers throughout those crucial first 90 days, helping to foster good, long-lasting relationships.
Here to Help
To help new customers easily find answers and know they’re not on their own, we made sure the site, emails, and other onboarding materials featured lots of helpful content like quick tips, FAQs, and contact info.