Journeys
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.
Deliverables
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