ATTRACT
Adding new members is a critical driver of success for all credit unions. Accelerate your membership growth with the latest, most innovative digital marketing solutions. Leverage sophisticated audience targeting in a multi-platform environment.
ACTIVATE
Onboarding is one of the most critical stages of the member journey. Build strong relationships with your new members with the proper depth of communication, timely engagement, and personalized messaging & recommendations.
ENGAGE
Maximize cross-sells & improve promotional performance by engaging your members with a comprehensive enterprise communication strategy. Fresh, relevant, and consistent communications are essential to growing your credit union.
Feel like you’re being asked to deliver on all fronts without nearly enough resources to pull it off?
- Your budget and ability to match the presence of larger institutions is limited
Team resources are overwhelmed by everyday support tasks
You lack the data to make decisions, drive campaigns, or measure performance
- Marketing software solutions are over-hyped and under-supported
Internal programs lack the reach, frequency, and consistency to deliver at the levels being requested
Feel like you’re being asked to deliver on all fronts without nearly enough resources to pull it off?
- Your budget and ability to match the presence of larger institutions is limited
Team resources are overwhelmed by everyday support tasks
You lack the data to make decisions, drive campaigns, or measure performance
- Marketing software solutions are over-hyped and under-supported
Internal programs lack the reach, frequency, and consistency to deliver at the levels being requested
Next-Gen Products & Tactics
Innovative digital marketing solutions to assist credit unions in attracting more new members and gaining deeper product penetration. Our multi-platform approach can deliver proven strategies for each stage of your member’s journey.
Turnkey Programs & Processes
Everything we do is 100% customized to our individual clients and we make the entire process simple for your team. There are no systems for your credit union to implement, all data processes are automated, no employee time has to be allocated to daily administration, and all reporting is done for you.
Benefits of Best
Practices
We have a track record of success developing marketing programs designed specifically for credit unions. We leverage individual client learnings across our entire client base to enhance collective performance. Ultimately, we can demonstrate tangible results in attracting new members, improving cross-sells, and reducing attrition.
A partner, not a vendor
We’re credit union people focused on building deeply connected relationships with our clients. It’s our privilege to be trusted by credit unions like these:
“The team at Onboardability is truly a partner. They work fast, have great insight, and are flexible. The reports we get are so insightful and really makes our job easier. I would recommend Onboardability to anyone.”
Taruna Bajaj
VP of Marketing
$658 Million in Assets
42,381 Members
San Jose, CA
“I consider them to be a true partner in building member relationships. They know our business and continually look for ways to help us grow and deepen engagement. It’s consistent, comprehensive and it gets results.”
Jean Hughes
Chief Administrative Officer
$627 Million in Assets
70,055 Members
Lenexa, KS
“Every credit union with a high-volume indirect auto loan department knows the challenge of reaching those members. After 20+ years of indirect lending, this is the best tool we have ever had to cross-sell those members!”
Laura Alfeldt
SVP of Communication and PR
$3.8 Billion in Assets
352,144 Members
Chesterfield, MO
“Initially, we engaged Onboardability to help us onboard our new members. Its success led us to expand our relationship to include their other services. Onboardability staff are not just trusted partners, but members of our Marketing Team.”
Kim Adkins
VP of Marketing
$440 Million in Assets
38,902 Members
Winston-Salem, NC
Onboarding Platform
Our turnkey, digital solution assesses key data elements from your core banking system on a daily basis to automatically drive a staged onboarding journey. We develop custom-branded onboarding experiences specific to the channel in which the new member joined including branch, digital, and indirect lending.
Digital Advertising
We provide a multi-platform approach to digital advertising which includes Social Mirror™ Ads, Native Display Ads, Social Media Ads, Mobile Conquesting, Targeted Display Ads, Pay-Per-Click Ads, Geo-Framing Ads, Event Geo-Fencing Ads, Household IP Targeting, Online Audio, Amazon Targeting, Video/OTT Ads, and Cross-Platform Advertising.
EMAIL MARKETING
Outsource your email marketing to our talented team. We’ll manage your email campaign deployment and delivery cycle including campaign creation, creative development, list management, segmentation, testing, deployment, and post-delivery reporting.
We Get Your Everyday Challenges
We realize the increase in competition has made it harder than ever to acquire new members and getting those new members active & engaged is an adventure all its own. Deepening relationships with existing members has become an even bigger hill to climb as well.
As if those obstacles aren’t enough, right? As your marketing team is being asked to support big enterprise goals and metrics with limited resources…you’re being asked to tackle data analytics, manage new technologies, evolve with ever-changing consumer preferences, and cater to multiple departments…balancing it all is next to impossible.
At Onboardability, we have the tools to help you achieve those big goals and the reporting to help you tell the story of how the marketing team is making it happen.
THE PLAN
Schedule a Call
We’re credit union people who love to talk to fellow credit union people. We’ll chat about your goals, your challenges, and your priorities.
Get A Customized Plan
We’ll craft a plan uniquely suited to support your marketing team’s needs, share costs, and detail the launch.
Engage, Retain, & Grow
We make it super easy to launch your program, provide detailed performance reporting, and will help you tell the story of your team’s success.
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