How print enhances client on boarding in finance companies

Whether your an accountant, mortgage broker or financial adviser your client onboarding process can set the tone for the entire relationship. It’s where the trust starts to build and gives your client a true reflection of how your company operates.

Think about how a potential new client feels. They will have already shared their financial information, they’re considering high stakes decisions and they’re looking for reassurance. This is where a well thought out onboarding experience will calm nerves.

From neat welcome packs full of branded documents to follow up literature, print makes the whole process feel well thought out.

The value of printed welcome packs for finance companies

Nothing says to a new financial client that they’re in safe hands quite like a professionally designed and printed welcome pack. Whilst emails can do a great job of regularly sharing information they don’t provide the experience or reference point of printed literature.

A welcome pack for financial companies might include:

• A welcome letter on a professional letterhead
• Overview brochure outlining your companies expertise
• Fee structures
• Regulatory or compliance documents
• Business cards with direct contacts
• Branded giveaways such as notepads and pens
• Print folders to hold all important paperwork

This kind of printed welcome pack invites your client to pause and really think, rather than just send another email that will likely be skimmed over.

Clear & branded print improves financial client understanding

Client onboarding for financial companies involves far more than just setting up accounts and sharing details. It’ll likely involve a process that includes legal documents, technical information and projections – and this can be overwhelming for the client.

This is where clear and professional print can play an important role. When a new client receives paperwork that’s well structured with clear and consistent branding, they’ll see an how much you value clarity and transparency. 

For example, terms of business documents, investment reports and service agreements become easier to understand when handed over in a printed form. Clients can highlight important points, annotate pages and come back to them as needed.

Personal touches build loyalty in the finance sector

In the early stages its easy for client relationships to feel unpersonal or transactional. When you add personal touches to your financial client onboarding you start to create a deeper connection that builds loyalty.

Whilst many clients will expect contracts to be digital and many email communications to be automated, they may not expect a handwritten thank you or welcome on finance branded stationery. This kind of extra thought doesn’t cost much but leaves a strong impression.

A printed thank you after an initial meeting or after a contract has been signed can turn a routine process into something much more memorable.

Gestures like this can be especially powerful in the finance sector that can often be thought of as too formal. They soften an onboarding journey and reinforce the idea that you operate a personal and approachable firm.

Print helps smaller finance firms compete

Finance can be incredibly competitive, and it can be especially tough for small or growing firms to compete. Larger institutions have big teams with bigger budgets to back up long standing reputations. 

Professionally printed materials can level the playing field. When you handover a thoughtful brochure and letterhead as part of a client welcome pack you can instantly raise the perceived value of your company. It shows a client you have invested in your brand image and you take your work seriously.

Even if a larger firm does rely on print marketing, they often have to stick to rigid and corporate branding with inflexible content. As a small firm you have the freedom to bring out your personality. Whether that’s through a friendlier tone or unique design, your tailored onboarding packs can feel more personal rather than templated.

At Inkwell Printing we offer complete custom design and printing services for finance companies. Whether you already have brand guidelines in place or need help developing your look, contact our team.