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Filene Fill-In Ep. 22: On Onboardability with Sean and Jimese

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Content provided by Filene Research Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Filene Research Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Filene Impact Director Jimese Harkley and Onboardability CEO & Co-Founder Sean Yokley talk to me about first impressions in a consumer-to-business context--and how the Onboardability tool can be a credit union's secret weapon to ensure that the first impression is a good one. In a nutshell--streamlining the process to bring new credit union members onboard with their new financial service provider in an easy, convenient and streamlined manner both makes the member happy and frees up credit union staff to focus on really connecting and telling the credit union's story and value prop. I got a good lesson in how all the essential pieces of a good customer experience are pulled together with the help of this tool, including data analytics. Listen in on our conversation and then check out more info at onboardability.com or filene.org. Also, get in touch directly with Jimese at JimeseH@filene.org or Sean via Sean@Onboardability.com.
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80 episodes

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Manage episode 172510214 series 1206040
Content provided by Filene Research Institute. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Filene Research Institute or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Filene Impact Director Jimese Harkley and Onboardability CEO & Co-Founder Sean Yokley talk to me about first impressions in a consumer-to-business context--and how the Onboardability tool can be a credit union's secret weapon to ensure that the first impression is a good one. In a nutshell--streamlining the process to bring new credit union members onboard with their new financial service provider in an easy, convenient and streamlined manner both makes the member happy and frees up credit union staff to focus on really connecting and telling the credit union's story and value prop. I got a good lesson in how all the essential pieces of a good customer experience are pulled together with the help of this tool, including data analytics. Listen in on our conversation and then check out more info at onboardability.com or filene.org. Also, get in touch directly with Jimese at JimeseH@filene.org or Sean via Sean@Onboardability.com.
  continue reading

80 episodes

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