Onboarding Tools

Enrich customer journeys with automated onboarding

Ensuring your new client’s first impressions in their journey are timely, relevant and helpful are vital to deepening engagement and increasing retention. With new customer acquisition averaging $250 - $1,000, nurturing every new relationship is vital to avoiding costly churn, and lost revenue opportunities.

Strum Platform helps you build smarter and more personalized user onboarding journeys by automating legacy onboarding workflows, saving time and money with built-in lifestyle segmentation, predictive triggers, auto list generation and integrated marketing automation.

Automated Onboarding

We make intelligent onboarding and personalization easy by automating customized journeys to lifestyle segments and Personas using our marketing automation tools. You can focus on crafting the right lifestyle content to the right client, at exactly the right time to increase engagement.

Next Best X-Sell

Using insights from your current ideal member segments and product users, our machine learning models help automate smarter work flows. Engage customers early and create new relationship opportunities.

Strum Platform helps you solve the complex “Last Mile” of targeted marketing and intelligent onboarding.

Measurements & ROI Reporting

Measuring results, conversions and marketing ROI reports are now simple with automated and timely visualized PowerBI dashboards. Access a range of automated reports, visualized dashboards and the metrics today’s leaders demand for revenue growth, performance and marketing results.