Onboardability

Make the early days of a new member relationship count. Onboardability is designed specifically to make onboarding easy, seamless and consistent for your members.

Onboardability Details

Onboardability is a member communication and targeted messaging platform that kick starts member engagement and loyalty. Optimized for desktop and mobile, Onboardability offers an automated, cross-channel, white-label onboarding experience that will delight your members and boost your bottom line.  

Successful onboarding strategies are complex and can be difficult to map out. Onboardability's targeted approach delivers right-time, data-driven messages and hits the four effective stages of onboarding a new relationship:

 1. Welcome and Introduction

 2. Usage and Activation

 3. Cross-Sell Opportunities

 4. Loyalty and Retention

What Onboardability offers Credit Unions:

  • Foster loyalty with your newest members on day one by serving the member quickly, regardless of channel
  • Reduce member effort by providing timely notifications that the account is open and ready for member activation
  • Slow down attrition using critical touch points to reassure members and develop deeper financial engagement
  • Benchmark, measure and improve the member experience by utilizing digital surveys and data capture to learn your members' needs