Case Study: BayCoast Bank boosts new-customer onboarding with HiFi Ltd's Salesforce-powered marketing program

BayCoast Bank transforms its first 90 days with HiFi Ltd

BayCoast Bank recognized that its generic new customer onboarding was failing to build lasting relationships and wanted a program that truly reflected the bank's identity and actively guided customers toward digital services and its wider family of companies. They engaged HIFI Agency to address this challenge, seeking a strategic and automated solution built on the Salesforce platform.

HIFI implemented a data-driven, automated onboarding program on Salesforce, sequenced by customer needs rather than sales goals. The solution included strategic journey mapping, tailored email content, and automated rules to deliver timely, relevant messages. While specific metrics are not provided, the program successfully transformed the onboarding process, leading to high client satisfaction as noted by BayCoast Bank's CMO, who praised HIFI's strategic, technical, and creative partnership.

BayCoast Bank