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Onboardability

Deepen Member Engagement: A tool to make onboarding easy, seamless and consistent

 

THE CHALLENGE:

The early days of a new member relationship offer a small but significant window of opportunity for greater emotional and financial engagement. Our research shows new member onboarding, particularly from the online channel, is a challenge. A strategic onboarding approach can be elusive. Left unmanaged, the impact of the most unprofitable and disengaged members can over time eclipse the positive contributions of the most profitable ones.

 

 

How can credit unions effectively guide new members down the onboarding path in a personalized and targeted way?
 

SOLUTION

Meet Onboardability, a member communication and targeted messaging platform that can kick start 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  

 

CREDIT UNION BENEFITS

  • 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

 

WANT TO LEARN MORE?

Please contact Erin Coleman to see Onboardability in action.