Email Plan

How TAB would contact their customers

Email One

This email will focus on the security and speed of a mobile bank experience. Being able to leverage biometric credentials like TouchID and FaceID create a secure and comforting bank experience. This email also points out that banking with Tab can be quick, as a new account can be made in less than 15 min. A lot of customers see banking as a long drawn out process, so if we can dispel that worry with Tab we will focus heavily on it.

Email Two

The strategy for the second email is to highlight the accessibility and security of their mobile app and banking services. We decided that minimal text would help the user see the most important highlights we want to draw their attention to, and then based on the content within the email, make the decision to visit the website and consider TAB Bank for their banking needs.

Email Three

For the third email in our email series for TAB we want to show how customers feel about TAB Bank. Finances are very personal and we want to draw that personal line between TAB and their customers. Highlighting that TAB is in a “partnership” with clients creates a sense of trust that will make TAB stand out from other banks. Tab’s one-on-one approach to banking. While everything is over mobile or desktop Tab still cares about their customers personally. If their customers have questions they will talk to a human over text or phone, and not be immediately redirected to a frustrating phone tree.

We wanted to make sure to have clear CTA’s on this email. We give the user a time frame, saying that they can sign up today for a perk and then we show a bold button that takes them to the site and lands them in an area where we can now reach them.