Developing effective onboarding processes across varied member segments, products, channels, systems, and departments is challenging. Most internal programs lack the reach, frequency, and consistency necessary to successfully enhance cross-sells.

Successful onboarding starts with the simple message of “Welcome.” The sooner you can connect with your new members, the more successful you will be in building engagement.

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The Welcome & Introduction phase of the Onboardability roadmap starts the day after the new account is opened. It’s all about helping your new member get comfortable and learn what makes your credit union special. Messages during this stage convey basic but important information, such as key contact information, branch and ATM locations, and easy access to mobile apps.

A warm welcome is just the beginning. Steering new members towards engagement & loyalty requires a comprehensive onboarding strategy.