The Onboardability platform involves four specific stages, each one designed to accomplish a specific purpose and lead your new members along a journey that deepens engagement and cements loyalty.

After you have properly welcomed (Stage 1) your new members to your institution, it’s time to get them in gear. The Usage & Activation stage of the Onboardability roadmap starts six days after the new member joins.

Stage 2 Image

In this stage, it’s all about helping your new members get on the open road and see what their new products can do. We’ll help them register for online banking services, set up direct deposit, explore mobile and social platforms, and offer a quick survey to assess how everything is going so far. Check out a sampling of our Stage 2 communications.

Usage & Activation is just the second phase in a comprehensive onboarding strategy to steer new members towards engagement & loyalty.