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 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