OnboardingIntroduce new borrowers to a world of opportunities while building engagement and creating borrower loyalty.
Smoothly present new borrowers with your products, services, and culture with a default 12-week onboarding plan. The result is a strong foundation for a long and profitable borrower relationship.
Intuvo’s CUDL Engage includes everything a financial institution needs to digitally onboard both direct and indirect borrowers, increasing engagement as well as cross sell and upsell to new borrowers.
CUDL Engage includes all the key components of Intuvo’s Consumer Marketing platform including the ability to sync directly with CUDL and the Lending 360 decision engine. It includes dozens of pre-written email and print marketing materials that can be customized by your team.
Nurture new relationships to build engagement, sell products, and create loyalty using automated onboarding strategies. Intuvo makes it easy by seamlessly syncing new data from your consumer Core and Loan Origination System (LOS) to generates specific targets based on the products used.
Emails can be personalized from a person at your financial institution to help build a strong relationship with each new borrower. It’s a proven way to unleash dozens of marketing triggers that will allow you to reach borrowers with targeted offers for the right product at the best possible time.
Institution-wide success requires a standardized approach to new borrower onboarding that delivers:
Borrower understanding of the breadth of the financial institution’s offerings
Easier cross sell and up sell
Increased adoption of mobile and self-service offerings
Increased lifetime value through higher share of wallet