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Service info

Journeys are an automated, data-driven series of personalized messages.

How it helps

Improves member retention and engagement through improved personalization and timeliness brought by data and automation.

Message your members about things they want to know when they want to know it.

Examples of available Journeys include:

  • New Member Onboarding: Help new members understand your products and services and remind them to enroll in self-services like Online Banking, eStatements, Bill Pay and more.
  • Plastics: Notify members when a new card is ordered and include helpful information like destination address and printed name.
  • Past-due Reminders: Offer reminders to members if they are past due on a payment.
  • Custom Journeys: Cover topics that fit you and your member’s needs.


We build, run, and maintain message automations using your data to send relevant, curated content.

Topic and quantity of content varies by request.

Interested in getting started or learning more?

Want to start a conversation about what a Journey could look like for your credit union? Please click the button below to fill out our contact form. We will reach out to you to set up a meeting time to talk through this service personally!

One-time fee:

New Member Onboarding: $1000*

Custom Journey: Quote provided

Ongoing fees:

New Member Onboarding: $300/month

Custom Journey: Quote provided

*if launched within the first 60 days.

Related Services

Bundled Pricing available upon request

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