Onboarding & Workflows

Give every new customer the same good start.

When a new customer comes on board, their banker gets a task for each step of your playbook. If a step runs late, their manager gets a heads-up.

Quick to set upStaff training included

The same steps every time

Write your playbook once and new customers all get it.

Record what you learn as each step gets done.

Overdue steps go to the banker's manager.

Lay out the steps for consumer and business customers. From then on, each new customer gets the full checklist with due dates already filled in.

Managers can see which steps are overdue, and reports show where each new customer stands.

Leads get their own follow-up playbook too, so prospects get the same attention as new customers.

Load your campaign lists, hand each lead to a banker and keep track of the calls.

A page for each customer with their accounts, notes and history with you.

Dashboards for each person, reports for managers and monthly numbers by email.

We'll spend 30 minutes in 46 Trust, our demo institution, using your terminology. Bring whatever questions you have.