The First 90 Days: Turning New Relationships into Lifelong Loyalty

Getting onboarding right is one of the smartest growth moves your institution can make. The first 90–180 days of a new customer or member relationship set the tone for everything that follows. Nail that early experience, and you’ll build trust, demonstrate value, and set the stage for long-term engagement. Miss the mark, and you risk dormancy, attrition, and wasted acquisition dollars.

Hear firsthand from marketing professionals at financial institutions like yours on how they turned onboarding into a measurable growth engine.

What You’ll Learn:

• How to design onboarding journeys that build early awareness, trust, and engagement
• Proven tactics for aligning cadence, content, and channel for measurable results
• Practical ways to modernize onboarding using data, automation, and behavioral insights
• Real-world lessons from FI marketing professionals on creating onboarding campaigns that deliver results

You’ll leave with actionable ideas to strengthen new relationships, boost product adoption, and drive long-term growth.

Save your spot today and start turning new relationships into lasting loyalty.