Home » Welcome and Onboarding

Relationship-building should be a constant state of mind.

Developing a longer-lasting relationship should begin the moment you welcome a new member. Having a solid, timely and comprehensive Onboarding program for all new accounts can help entrench members by letting them know that they are appreciated.

New MemberAcquisition Re-engagementand Winback Welcome andOnboarding Credit Union MemberLifecycle Stages The most immediateroute to relevance is identifying wheremembers are in thelifecycle MemberDevelopment

Your first step in developing long-term members.

Don’t leave new members hanging. This is right after they have said “yes” – so let’s make the most of this budding relationship through Welcome and Onboarding strategies that set you up for active engagement.