The Value of Onboarding

Make onboarding a priority in your marketing plan. When new members join your credit union, onboarding provides them with a warm welcome and informs them of your services through tailored, omni-channel communication (phone calls, emails, direct mail, and/or social media).

Synergent has vast experience helping credit unions communicate their offerings to members through onboarding campaigns and is ready to guide you through the process. The first 90-120 days of membership are critical in influencing the experience new members have.

Your best chance of cross-selling an additional product or service to a new member is highest during the onboarding period and onboarding is proven to increase member retention. With growth and member satisfaction top priorities for credit unions, we look forward to helping you implement onboarding at your credit union.