Digital Onboarding for Credit Card Delivery and Activation

credit card delivery and activation sequence | Digital Onboarding for Credit Card Delivery and Activation | credit card delivery and activation sequence

What is the Digital Onboarding for Credit Card Delivery and Activation?

The Digital Onboarding for Credit Card Delivery and Activation automates the onboarding process by sending the customer a series of messages regarding the status of the delivery: approved, sent, and out for delivery. A feedback tool is available at all times for customers to alert the company if there is a problem. Towards the end of the sequence, the messages include a direct link to activate the credit card and promote its use.

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Objectives:

  • Verify and confirm that the client actually receives the credit card.
  • Welcome the customer.
  • Provide complete product information to reduce the volume of calls to the call center.
  • Promote activation and consumption with the new credit card.
  • Activate a next step if the user did not take the necessary steps to activate the credit card.
  • Trigger an additional communication if after a predetermined time the customer has not yet made consumption with the credit card.

Solution:

Onboarding new credit card customers by sending emails with card reception verification, a welcome kit with product information, and a link to easily activate the card. At each step of the process, the automation verifies that a reception, activation and, later, consumption has taken place, and sends the appropriate communications to alert the customer to the next step.

Customization Options:

  • Written and graphic content of all communications.
  • Dynamic and personalized customer information in communications.

Implementation timeframe:

  • 4 to 8 weeks

Pre-requirements:

  • DANAConnect Advanced account.
  • Integration with bank’s web services.

Cross Channel Strategy:

  • Email
  • SMS as alternative meto
  • Webforms to capture additional information if needed

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