Understand how your new members engage with your credit union in the first few months after they join your credit union. With this monthly report, you’ll be able to answer questions like:

With this monthly report, you’ll be able to answer questions like:

How effective is your new member onboarding process?
What are your new member demographics; who is joining your credit union?
What is the total balance of funds brought to your credit union by your new members?
How do your new direct members compare to your new indirect members?
And so much more!

Xtend Data Analytics New Member Reporting is fully customizable: You set the data collection period and tell Xtend what data matters to you regarding your new members.