Financial services institutions are constantly searching for new ways to generate revenue while meeting customers' needs. But during times of economic uncertainty, customer satisfaction tends to waver, and attrition builds, negatively impacting a business's bottom line. As such, customer acquisition efforts become more important than ever. To instill customer loyalty and create longer-lasting marketing relationships beyond the whelms of email marketing, smart organizations must pay close attention to their onboarding strategies. Onboarding is a critical marketing process that helps dial in new and existing customers to your organization, introduces products to meet specific needs, and ends with high-touch service that engages consumers.for the long term.