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 steer new members towards engagement & loyalty.
Our program is built for credit unions just like yours. This turnkey digital solution assesses key data elements from your core banking system on a daily basis to automatically drive a staged onboarding journey. Every journey involves several well-defined stages, each one designed to accomplish a specific purpose and make your members feel as connected as possible.
Because the program is turnkey, there is no system to implement, no employee time has to be allocated to daily administration, creative resources are available for other projects, and all reporting is done for you.