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New Member Onboarding

Product info

A series of personalized emails to new members, using member data to target their specific needs.

How it helps

Helps new members understand your products and services, and can remind them to enroll in self-services like It’sMe247 Online Banking, eStatements, Bill Pay and more.

Deliverables

A series of up to eight customizable touchpoints, which can contain one or several HTML emails. Each touchpoint focuses on a different topic, and is scheduled to send emails automatically to members who fit certain criteria.

 

Some standard touchpoint topics include: Welcome, Online/Mobile Banking, Checking Accounts/Debit Cards, Loan Products, a New Member Survey and more.

Interested in learning more?

If you are interested in learning more and starting a conversation about what New Member Onboarding would look like for my credit union, please click out 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 product personally!

Ready to order?

One-time fee:

$1000

Ongoing fees:

$300 / month

$0.02 / email

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