Jack Henry’s Financial Institution clientele is currently unaware or unfamiliar with their newly redesigned Resource Center. Either these Financial Institutions have become a client prior to the existence of the Resource Center, never scheduled a training session, were out of the office when a training was scheduled or their specific resources where recently integrated. 

The Ask: 
To generate new enrollment by introducing the newly redesigned Payment Solutions Resource Center showcasing the various products, materials and features while demonstrating the ease of customizing print and digital communications.

The Solution
Identified key product lifecycle stages and determined the customer’s unique triggers and obstacles. Email streams were developed to engage customers, address usage hurdles and educate users about bill pay’s robust features and benefits


• Over 75% increased new enrollments
• Over 4 thousand FI customers remained loyal
• 50% higher transaction rate growth